Idea Forum

Ability to default provider(s) to new charts on creation

There should be a way to default the assigned provider(s) for a new chart upon creation.  Many practices are single provider or single provider per location, so you are constantly having to manually assign the same person to every new chart.  Additionally, if you want your office staff / admin to be able to communicate through the patient portal, they also must be manually added.

Having a default setting for providers to be assigned to a chart upon creation based on location would save time and prevent errors like forgetting to add the administrator / office staff to the account for messaging.

  • John Cross-Sarvis
  • Feb 26 2020
  • Already exists
  • Mar 10, 2020

    Admin Response

    A member of our support team will be reaching out to you about this request and how it is currently addressed in the application. Thank you.

  • Attach files
  • John Cross-Sarvis commented
    11 Mar 03:54pm

    I contacted support via chat before creating this idea and they said there was not a way to default this information. I have not been recontacted by support as you mentioned above for additional help.

  • Wendy Hill commented
    27 Feb 05:50pm

    or even a radio button for assigning self as a provider - clinicians often create charts themselves