Specialty Ideas

10 Vote

LOCK Letter Templates so users don't hit save and scramble the system

If a user accidentally hits save on a letter template, it then will use that last patient's names in all patient accounts across the board, and we cannot use letters in OMS until we call support to fix this.

  • Guest
  • Dec 13 2023
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  • Janette Whittington commented
    21 May 19:59

    There is a trick to this (previous HS One trainer here).


    If you copy the entire file (either letters or patient narratives) and save a copy in the DVWIN, if someone writes over the template, you can simply delete what they did and then import a copy from your copy folder and save again.


    There are tricky ways to set security on the save button but even setting it to level nine, it doesn't work.

    Janette

  • +4