Setup Provider to only see their own Appointment Book


Setup so a provider can see only their own Appointment book. Staff will have access to see all Appointment Books. 

Appointment Book and Provider Setup

Each provider must have their own book and be linked to the provider

  1. Setup a liner book for each provider 

  2. Setup a Provider > Link Provider to their Appointment Book mceclip0.png

Activate Feature 

Turn on the feature in General Setting and having the system security level as personal access 

  1. Go to Location Setup > General tab 

  2. Group: Appointment Book

  3. Show only authenticated provider in the drop-down lists of the Appointment Book module = Yes 

  4. Group: System Settings 

  5. System security level= Personal access mceclip3.png

Setup Book View 

Staff can see all Appointment Books, and providers can only see their own books or give access to other providers to see his/her books as well.  

  1. Provider login to D4W

  2. Go to Appointment Book > Options menu 

  3. Select Setup all book...

  4. Highlight his/her provider book > Select Modify...

  5. Tick For all provider

All providers will be able to see this Appointment Book.



Setup Security to stop providers from setting up a book or giving themselves access to see other Provider's books.  

  1. Go to Location Setup > Security tab

  2. Record menu > Select Security Status

  3. Setup security for:

    1. Setup all books

    2. Providers tab
  4. Highlight the group set up for the provider > Untick Actions to remove providers from having accessmceclip9.png

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