The Clinical Documents permission allows access to the Forms Library, where practice clinical documents are found.

Within the Clinical Documents box in the Permissions section in a user profile, you’ll find 3 different permissions that can be granted:

1. All Clinical Documents
2. My Submitted Documents Only
3. View Only
4. Bulk Signatures‍

- Selecting the All Clinical Documents permission allows the user to see all Missing Documents alerts in the Dashboard, and access and edit those documents.

IMPORTANT: The All Practice Clients permission must also be granted to visualize all clinical documents for every client.‍

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- The My Submitted Documents Only permission restricts the provider to viewing and editing only the documents they have created, and they will only receive alerts related to those specific documents.

- View Only allows the user to view documents but not edit them. 

- Bulk Signatures allows the user to sign documents in bulk. Click here to learn more about bulk signatures. 

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