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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. 

  1. Go to Agency Setup > Staff and Security Setup > Navigation Access > Access to Forms.
  2. Select Navigation Scheme and select the security scheme.
  3. Select a module in the Module Name list. 
  4. Select the arrow next to the module name to see the forms in the module.
  5. Select the appropriate access to forms.
  6. Click Save

 

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