Quick Reference — To create a practice role

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  1. Display the Practice Roles page: On the Main Menu, click Settings > Clinicals. In the left menu, under Practice Links — Other, click Practice Roles.
  2. Name — Enter a name for the practice role (for example, "xray" or "nursevisits"). Names must be in lowercase letters with no spaces or punctuation.
  3. Users — Select the users to assign to this practice role.
  4. Department — Click All to use this role in all departments, or click Selected and then select the departments that will use the role.
    Note: This option appears only if the Department Login Permissions feature is enabled for your practice.
  5. Click Save.

Note: New practice roles that you create require an overnight refresh to take effect. After that point, users can select the new practice role from the Assignee menu when creating a task assignment override.