How Does Template Sharing Work in PatientNotes, and What Are the Role and Plan Requirements?
Template sharing in PatientNotes allows users to collaborate and streamline their workflows by sharing templates across the organization. However, this feature is governed by specific role-based permissions and plan requirements. Below is a comprehensive guide to understanding how template sharing works, the roles involved, and the necessary plan requirements.
Overview of Template Sharing in PatientNotes
In PatientNotes, templates can be created and used by individual users. However, sharing templates across the organization is a feature that requires specific permissions and plan eligibility. This ensures that only authorized users can manage and distribute templates within the organization.
Role-Based Permissions for Template Sharing
Practice Manager Role
Users with the Practice Manager role have the ability to create and share templates with the organization. This role also includes access to manage clinic settings and templates.
Importantly, assigning the Practice Manager role does not remove practitioner or clinician capabilities. Users can still perform tasks such as recording sessions and generating notes while managing templates.
Other Roles
The ability to share templates is controlled by user permissions. Only users with elevated roles, such as Practice Manager or Owner, can share templates with the organization.
Plan Requirements for Organization-Wide Template Sharing
Template sharing across the organization is only available on the Clinic plan. While personal templates can be created and used by any user, sharing templates at the organizational level requires an active Clinic plan subscription. Practice Manager permissions alone are insufficient for template sharing if the account is not on the Clinic plan.
Troubleshooting Common Issues
Missing Share Option
If a user cannot see the Share option to publish a template to the organization, the following steps can help:
Verify the user’s role. Ensure they are assigned the Practice Manager or Owner role in the Clinic Setup.
Confirm that the organization is on the Clinic plan, as this is a prerequisite for template sharing.
Ensure the team member has accepted their invite and joined the organization. If they haven’t, their name may appear but won’t be clickable for permission changes. Once they are fully added and assigned the Practice Manager role, the Share option will become available.
FAQs About Role Capabilities
Does assigning the Practice Manager role remove practitioner capabilities?
No, users with the Practice Manager role retain all practitioner/clinician capabilities, such as recording sessions and generating notes. They also gain additional permissions to manage templates and clinic settings.
Why can’t a staff member with the Practice Manager role share templates?
If the account is not on the Clinic plan, organization-wide template sharing will not be available, even for users with the Practice Manager role.
By understanding these guidelines, users can effectively manage template sharing in PatientNotes, ensuring smooth collaboration and efficient workflows.