User Groups


Groups allow users to restrict access to specific pieces of information in data forms or notes. It also allows for sending information to a specific group through a Q-log or through setting up an appointment. In order for a user to create Group Notes, they also have to be added to the group that has permission to create a specific Group Note.

  These groups must be setup under the System Administrator account.

Setting Up a Group

To setup a group, you must be logged in as the System Administrator using the username: sysadmin.
  1. Go to Settings and click Groups
  2. Click New Group.
  3. In the next window, give the group a name and a description.
  4. Add members to the group by typing their names into the search box provided.