Holding File Permissions
Give users access to the functions in the Holding File.
Doctors and nurse practitioners have specifically-defined access to the Holding File functions. Other users, including allied health professionals such as physiotherapists, are individually assigned one of the user types in this table. The user type determines the user's access to the Holding File functions.
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| Display results to staffoption enabled. | Display results to staff option disabled. | |||||||
| Doctor | Nurse Practitioner | User (Full Access) | User (Limited Access) | User (Basic Access) | User (Full Access) | User (Limited Access) | User (Basic Access | |
| MedicalDirector Clinical Main Screen | ||||||||
| Correspondence > Check Holding File… F5 | ![]() |
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| Correspondence > Download F4 | ![]() |
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| From Patient Record | ||||||||
| Correspondence > Check Holding File… F5 | ![]() |
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| Holding File > File Menu | ||||||||
| Add Cervical Screening Result … | ![]() |
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| Mark for Recall … | ![]() |
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| Outstanding Requests… | ![]() |
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| View | ![]() |
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| View Signature | ![]() |
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| Close | ![]() |
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| Holding File > Edit Menu | ||||||||
| Copy | ![]() |
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| Holding File > Patient Menu | ||||||||
| Open… | ![]() |
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| Open Patient … | ![]() |
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| List | ![]() |
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| Edit Patient… | ![]() |
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| Holding File > Action Menu | ||||||||
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| Discuss | ![]() |
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| No Action | ![]() |
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| Return Urgently | ![]() |
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| Next | ![]() |
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| Previous | ![]() |
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| Upper Toolbar | ||||||||
| Preview - Full, Bottom, Right | ![]() |
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| Show/Hide Preview | ![]() |
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| Clear Filters | ![]() |
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| Move Location | ![]() |
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| Document Details | ![]() |
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| Scan | ![]() |
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| Import | ![]() |
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| Print List | ![]() |
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| Delete | ![]() |
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| Refresh | ![]() |
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| Lower Toolbar | ||||||||
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| Assign/Reassign Patient | ![]() |
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| Assign/Reassign Recipient | ![]() |
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| Action | ![]() |
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| No Action | ![]() |
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| Discuss | ![]() |
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| Return Urgently | ![]() |
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| Add Recall | ![]() |
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| Edit Patient | ![]() |
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| Open Patient | ![]() |
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| View Signature | ![]() |
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| Audit History | ![]() |
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| Close | ![]() |
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| Preview | ||||||||
| Access to details of correspondence | ![]() |
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