Scenario: Clinician/Staff member wants to be added to one of Read/Write clinics and has completed the training. They have an existing Read Only account.
Roles:
- Keep Clinical Read-Only role
- Add their second role (i.e. Registered Nurse, Allied Health, Counsellor, etc.)
- Apply and click OK to close the account
Re-open the user account
Member Of:
- Keep the Read Only Team
- Add the clinics (POS) clinician/staff member has requested to be added on
- Select the correct role under Top Role Override section for each POS
- Read Only team would have the Clinical Read Only role, and other POS would have the clinician's regular RW role
- Make sure Ask for POS is ticked off
Grants:
- Add the Grant(s) for the RW clinic(s). Do not add a Grant for the read only team
General:
- Remove the (Do Not Task) phrase if the clinician has the phrase attached to their name
- Apply and click OK to close the account