Tuesday, November 2, 2010

Assigned Providers, Group Administrators, Note Owners, and Supervisors: What can they do?

What can an Assigned Provider do?  (Assigned Providers are set in the Demographic Section when the chart is first created)

A.  Under Default Chart Security: (Where everyone in the group can see a chart and its finished notes and can make a new note)

      1.  Set Extra Privacy (password protection) for a chart
       2.  Access the pw protected chart without entering the password
        3.  Assign other group members as Assigned Providers

B.  Under Complete Chart Security: (Where charts cannot be seen by everybody)

     1. Can see a chart and its finished notes
      2. Can make a note
           3. See items in A above 

What can a Group Administrator do? (Group Administrators are set by ICANotes)

     1.  Can access a password protected chart without entering a password, in case of emergency
      2.  Can see any chart, under Complete Chart Security

What can a Note Owner do? (Owner is automatically set when a new note is made)

     1. Go to the work area of a note and work there
2. SIgn a note

What can a Supervisor do?    (Supervisors are set by Group Administrators in the Setting/Directories section of the chart)

     1. Go to and work in the work area of a note that is owned by the person being supervised.
2. SIgn a note that is owned by the person being supervised.