Manage Scopes
You can add new and delete existing scopes based on your agency's security configuration needs.
- Go to Administration>Configuration>Business Units.
- In the left pane, select the appropriate Business Unit.
- Click the Scopes tab and perform the appropriate actions:
To add a scope:
- Add or insert a row.
- Complete the fields as appropriate. For detailed descriptions of the fields, see Business Units – Scopes Tab.
- To add a scope to a Business Unit, select the check box in the Use column.
To delete a scope:
- Select the scope you want to delete.
- Delete the row.
- In the confirmation dialog, click Yes.
- To remove a scope from a Business Unit, clear the check box in the Use column.
- Save your changes.
Associated pages
- Business Units Window
- Managing Business Units
- Defining the address and phone for a business unit
- Defining or removing branches in a business unit
- Set up branch address rules
- Define agency teams and legal entities
- Managing Netsmart Homecare assessment templates
- Business Units – Basic Tab
- Business Units – Address Tab
- Business Units – Branches Tab
- Business Units – Teams and Legal Entities Tab
- Business Units – Provider NPI Tab
- Business Units – QIES Facility ID Tab
- Business Units – Assessments Tab
- Business Units – Billing Formats Tab
- Business Units – Exchange Communities Tab
- Business Units – Scopes Tab