Limit available tabs by navigation scheme
As with other areas of the system, access to tabs is determined by a user's navigation scheme. In this way, the My Clients widget, for example, can be set up to contain tabs for demographics, service entry, medications, and labs, and while a therapist may have access to only the first two tabs, a psychiatrist has access to all tabs.
- Go to Agency Setup > Staff and Security Setup > Navigation Access > Access to Forms.
- Select Navigation Scheme and select the security scheme.
- Select a module in the Module Name list.
- Select the arrow next to the module name to see the forms in the module.
- Select the appropriate access to forms.
- Click Save.
