Users can share Forms and Policies with staff and patient guardians.

 For permission to access documents saved in Forms and Policies for staff:

1. Navigate to the Admin module and select Security Roles under the “Security” section
2. Select a security role and click the Role Permissions tab
   • Users can also search in the “Filter…” search bar.
3. Select the +Pages: Clinical and Shared section and click the checkbox next to Page: Forms and Policies. This is for employees to access the Company Details page.
4. Click Save and Close

 For permission to access documents saved in Forms and Policies for Patient Portal users:

1. Navigate to the Admin module and select Security Roles under the “Security” section
2. Select a security role created for guardians to access the Patient Portal and select the +Patient Portal section.
3. Click the checkbox next to Can View Forms and Policies. This is for parents/guardians to access and download Forms and Policies from the Patient Portal.
4. Click Save and Close

To add and share documents in Forms and Policies:

1. Navigate to the Admin module and select Details under the “Company” section
2. Click the Forms and Policies tab and select +Add
3. In the “NEW:” pop-up:
   • Enter a name
   • Add a start date
   • Select if the document should be viewable by employees or patients.
     • Selecting “patient” means the document will be accessible via the Patient Portal.
4. Click Save to save this document to the company details section

Staff will access documents in the Forms and Policies via the Clinical module.

Parents/Guardians will access Forms and Policies via a link in the Patient Portal.