Grant Referral Management Privileges
- In the left pane of the Operators window (Administration > Configuration > Operators), select the operator for whom you want to grant the Referral Management privileges.
- In the right pane of the window, select the tab with the Business Unit for which you want to grant the Referral Management privileges.
- In the Category navigation tree, select the Operator Privileges category.
- Select the Allow check box for the Can Manage Login Credentials for Netsmart Referral Management and Can View Netsmart Referrals policy names.
- Save your changes.
Associated pages
- About Operators
- Operators window
- Operators window – Basic tab
- Password Vault window
- Password Vault window – Netsmart Homecare tab
- Change Domain Identity window
- Operators window – Preferences tab
- Operators window – Privileges tab
- Operators window – Privileges tab – Netsmart Homecare subtab
- Operators window – Privileges tab – Ad-Hoc Reporting subtab
- Operators window – Privileges tab – Physician Portal subtab
- Operators window – Privileges tab – Configuration Service subtab
- Operators window – Privileges tab – Mobile Phone subtab
- Operators window – Privileges tab – Mobile tablet subtab
- Operators window – Privileges tab – Exchange Communities subtab
- Operators window – Privileges tab – Query Security subtab
- Operators window – Privileges tab – Inbound Messages subtab
- Operators window – Privileges tab – Enhanced Diagnoses Search subtab
- Operators window – Privileges tab – Groups subtab
- Operators window – Privileges: Business Unit tab
- Operators window – Privileges: Business Unit tab – Privileges subtab
- Operators window – Privileges: Business Unit tab – Roles subtab
- Add an Operator
- Change an Operator's Password
- Customize Preferences for an Operator
- Delete an Operator
- Add an Operator to a Group
- Assign a Role to an Operator
- Set up Options for Editing Clinical Entries
- Set up Privileges for Viewing Netsmart Referrals
- Set up Referral Management Account Information
