Troubleshooting Granting Employee Access to Scheduled Visits

Issue:

Users may find that employees cannot view visit dates and selected service codes under the Scheduled Visits section, despite administrators being able to access this information.

Solution:

1. Navigate to System Settings

• Go to the System Settings menu.

2. Access Roles and Permissions

• Click on Roles and Permissions.

3. Select the appropriate role

• Choose the role you wish to modify for employee access.

4. Grant access to scheduled visits

• Ensure that the role selected has the permission for Scheduled Visits under the schedule tab.