Go to Settings>Practitioners>Practitioner Access Tab.
Individual Practitioner Access Section
In this section, you are adding employees individually.
1. Select "Add Practitioner".
2. Select the individual Practitioner's name.
Access Schedules & Tasks - will grant the user access to the schedules and the ability to assign tasks like To Dos and Follow-ups to other staff.
Access Charts - This allows you to access the practitioner's charts.
Access Appointment Dates in Charts - Select this to be able to assign appointment dates within the chart.
Access to Copy Last Chart - allows the user to copy the chart details from the other user.
Then select Add.
3. "Show Inactive Practitioners". When you select this checkbox you will have the option to select the inactive practitioner schedules and charts to still be viewed.
Select "Add" then Save.
Primary Group Access
Group Access is the faster way to share charts and schedules among the team. Instead of setting each staff individually, you can designate by the Group attached to staff profiles. This allows a faster way to share information amongst teams, however you cannot copy chart notes, that needs to be done by Individual Access.
1. Click "Add Group".
2. Check the boxes beside Charts and/or Schedules you want the employee to have access to then select "Add" then Save.