Appointments Permissions

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

Permission	Description (To allow...)
Appointments	access to the Appointments page
Appointment Tab Conexus Message	send Caregivers messages using ConeXus from the Appointments page.
Appointment Tab Drag and Drop	select scheduled visits, drag them to another Calendar cell, and drop them in the new date.
Appointment Tab Quick Edit	edit visits using the Edit icon
Bulk Update Multi 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". Bulk Update Send Conexus Message - to send a ConeXus message to the Caregivers assigned to the selected visits.