Staff Permissions

The  ability to send clinical documents or place devices into kiosk mode is managed by the assignment of permissions to staff roles for Kiosk Manager module.

1. Go to the Staff module.
2. Double click on any staff.
3. Go to the Roles tab > Edit Roles.
4. Click on the role you want to add these permissions to.
5. In the search for modules field, enter kiosk.
6. Check the box for all permissions you want this role to have.
7. Click Change Role to save.
8. Any staff with this role will want to log out of Procentive & back in to see this change.

Setup Requirements

1. Go to Settings Module.
2. Click Setup tab.
3. Under the Appointments section complete the following fields (examples below)
   • Reply e-mail for client appointment notifications (required): Enter a valid e-mail address.
   • Subject for self service e-mail: Enter the Subject line that should appear when a form is sent to a client's email.
   • Self service e-mail: Enter the text you would like the e-mail to say when a form is sent to a client's email.
   • Text to show before self service forms: Enter the text you'd like to appear in the form window when the client clicks on the clinical document link in the email.
   • Text to show after self service forms: Enter the text you'd like to appear in the form window when the client submits the clinical document.
   • Text to show if self service link has already been used: Enter the text to appear when the client has already used the clinical document link in the email.
     
     
      

Clinical Documents can be sent from:

• Clients Module
• Appointments Module
• Clinical/Charting Module

Different Ways to Send a Clinical Document to a Client

• Send a clinical document via Client Portal
• Send a clinical document via client's email
• Send a clinical document to a computer or tablet in Kiosk Mode