How to enable fax, email or Phone note on the contact log for a user?
Accessing a User's Permission: Where to go?
1. In order to edit a user's account, you will need to navigate to List->Users
2. Click on the account code associated to the user to access the profile.
2. Click on the account code associated to the user to access the profile.
Accessing a Users Permissions
1. Once you access a user's profile, you will need to navigate to the permissions tab on the left.
2. Click Customize to begin editing a user's permission
*If the user happens to be using a template, it is advised to choose the option labeled as 'Permission Template.' This allows for the modification of templates; any alterations applied to the template will have an impact on all users assigned that particular template, rather than affecting only individual users.
2. Click Customize to begin editing a user's permission
*If the user happens to be using a template, it is advised to choose the option labeled as 'Permission Template.' This allows for the modification of templates; any alterations applied to the template will have an impact on all users assigned that particular template, rather than affecting only individual users.
What Permissions are needed?
In order for a user to email, fax, or add a phone note, they will need the associated permissions highlighted in the red box.
Case Contact Email and Site Email = Allows a user the ability to email from Quickemr
Case Contact Fax and Site Fax = Allows a user the ability to fax from Quickemr
Case Contact Phone = allows a user to add a phone note to the contact log
Case Contact Email and Site Email = Allows a user the ability to email from Quickemr
Case Contact Fax and Site Fax = Allows a user the ability to fax from Quickemr
Case Contact Phone = allows a user to add a phone note to the contact log
Related Articles
Manage or Create a Email/Fax Message Template
The purpose of creating a message template is so that the user can populate commonly used messages when emailing or faxing. Email/Fax: Accessing your templates 1. Users can access their template when faxing or emailing through the pencil/paper ...How to enable and use the time log feature?
Enable the Time Log: Where to go? 1. The time log can be enabled by going to Setting->Company 2. Click the check box for time log Time Log Location: Where to go? 1. The time log is located on the dashboard - to navigate to the dashboard click on the ...Manage or Create a User/Account (Assigning a co-signer, provider signature, complete notes, etc)
Managing Accounts: Where to go? 1. Managing User's profiles can be found under List->Users 2. Once under the list of users, Click Create or Make Inactive to remove *use the search bar or click on the code to edit an existing Account Account ...Progress note due (Days) and (Visits) Set up for warnings
Insurance Companies Progress note reminders can be set up within the insurance setting. 1. This can be found by going to List -> Insurance Companies. 2. After navigating to the insurance list, select the insurance code or search to proceed to the ...Addresses
The purpose of the address menu is to keep your contacts such as attorney's or case managers organized within qemr Email/Fax 1. When a address is added to the system, this will allow the user to quickly identify the person or place when sending a ...