How do I restrict employees from a Document Template?

This article will guide you through how to restrict employees from generating or editing a document. This is useful when you want only authorized personnel to access a document with a doctor's signature.

Restrict Employees

1. From the Menu, click on Settings > Practice Setup > Document Templates.
2. If the document already exists, skip to step 6. If the document does not already exist, click on Add a New Document Template to create the document.
3. Check the option to Allow edit prior to print/email?. Note: If the 'Template is used for' does not allow the options to edit prior to print/email or restrict employees, you may need to select '--Not Specified--' for template used.
4. Enter information in the rich text editor.
5. Click Save.
6. Click the Pencil icon to edit the document that needs to be restricted from all employees.

7. Check the option: Restrict employees?.

8. With the Restrict employees? option, you can manage access to a document template by limiting it to specific roles or individual employees. Use the search fields to define the appropriate roles and users who should have access to the document template.
9. Click Save.