Family Dashboard Permissions

System users must have the Patient Visit Family Dashboard permissions enabled as illustrated on the image below and described in the table below the image. To enable, go to Admin > User Management > Edit Roles. Under the Section field, select Visit and applicable Roles (to assign).

Patient Visit Family Dashboard Permissions

Patient Visit Family Dashboard Permissions

Permission

To…

Patient Visit Family Dashboard

Access and view the Patient Visit Family Dashboard

Approve Schedule Change Requests

Manage and approve Family Member Schedule Visit Change Requests

Resolve Visit Exceptions

Manage and resolve visit exceptions; visits placed On Hold by a Family Member on the Family Portal