How to Grant or Restrict Access to User Schedules and Charts

  • Updated

Go to Settings>Practitioners>Practitioner Access Tab.

Before using this feature there are some items that need to be set up first.

  • At least 1 clinic. Settings>Clinics
  • At least 1 schedule type. Settings>Schedule Types
  • At least 1 staff group. Settings>Staff Groups

Individual Practitioner Access Section

In this section, you are adding employees individually.


1. Select "Add Practitioner".



2. Select the individual Practitioner's name.

Check the checkbox for "Access Charts". This allows you to access the practitioner's charts.

Check the checkbox to "Access Appointment Dates in Charts"  We recommend you select this option.  It allows you to select the current appointment date and previous appointment dates to copy a chart from the past.

Check the checkbox to "Access Schedules & Tasks" depending on what you want the employee to have access to.

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

In this section you are adding employees according to the group they have assigned on their Profile Page in the Group field.  This is a quick way to add an entire group. 




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.



Additional Group Scheduling Access

This section creates a drop-down selector on your home page that allows you to toggle between Staff Groups or Employees rather than showing them all on the standard schedule. This is a good feature to use if you have a lot of Practitioners.


In the top right corner of the page you will see an option called "Standard".  Click the down arrow and you will have access to be able to search by the Staff Group.




You can break the schedule up alphabetically.

By Staff Group.

By Types Staff Group, for examples, Massage, Physio, Chiro.

NOTE: You can only use this section in conjunction with the My Practitioners dashboard located by going to Settings>Practitioners>Preferences tab>Dashboard field.



The Preferences tab, Dashboard field should be set to "My Practitioners". If you have more than 1 clinic you will use the "Clinic Practitioners" dashboard.

Was this article helpful?

0 out of 0 found this helpful