Staff Reporting Access
I do not see a way to allow staff to access reporting to audit upcoming appts. Say I ask my front desk team to let me know how many tox appointments are scheduled over the next quarter, there is no way to give them schedule summary permissions. They can only run reporting for past/closed out appts. We should be able to give select access to both summaries and regular reports.
2
votes
Jessica Braun
shared this idea
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Ben Stevens
commented
Some of this is related to the fact that there is only one forward looking summary (that I know of) and no forward looking reports. Fixing the no forward looking reports would fix all of this for you as you could create the report and share it with the required staff.