Appointments Permissions

Permissions to the Appointments function are role-based and granted via the Edit Roles page under Admin > User Management > Edit Roles.

Appointment Function Permissions

Permission Description (Allows to...)

Appointments

Access to the Appointments page.

Appointment Tab Drag and Drop

Select scheduled visits and drag them to another calendar cell, drop them in the new date.

Appointment TabQuick Edit

Edit visits using the Edit icon.

Bulk UpdateMulti Select

Select multiple visits at a time on the Appointments page. The following permissions determine the actions to perform when selecting multiple visits.

  • Bulk Update Delete Visit to delete all selected visits.

  • Bulk Update Edit Schedule to edit schedule information for all selected visits.

  • Bulk Update Visit Info to edit confirmation details for all selected visits.

  • Bulk Update Missed Visit to mark all selected visits as Missed.