Axxess Home Care now enables administrators to set permissions for the load previous notes functionality. Users can now load their previous notes or the previous notes of other users to save time and streamline documentation.
To load their previous notes or the previous notes of other users when completing a visit note, users must have permission to view your previous notes and view other users’ previous notes in Axxess Home Care.
To give a user permission to view their previous notes, navigate to the employee’s profile in the Employee Center and select Permissions from the Quick Links menu. In the Clerical section, expand the Schedule permissions and select View Your Previous Notes.
Click Save to finish granting the permission to the user.
Employees tab ➜ Employee Center ➜ Quick Links menu ➜ Permissions ➜ Clerical ➜ Schedule ➜ View Your Previous Notes ➜ Save
The View Your Previous Notes permission enables users to select the last 14 notes of the same task type that the user completed.
To give a user permission to view their previous notes, navigate to the employee’s profile in the Employee Center and select Permissions from the Quick Links menu. In the Clerical section, expand the Schedule permissions and select View Other Users’ Previous Notes.
Click Save to finish granting the permission to the user.
Employees tab ➜ Employee Center ➜ Quick Links menu ➜ Permissions ➜ Clerical ➜ Schedule ➜ View Other Users’ Previous Notes ➜ Save
The View Other Users’ Previous Notes permission enables users to select the last 14 notes of the same task type that any user has completed.
Updated on 4/10/2024
