Issue
How do I add the ability for one of my users to sign off on the assessment after it has been passed to the EMR?
Environment
Kipu CRM, Assessments Roles: Any role listed below can create or manage Assessments.
- Super User
- RB Client Super User
- RB Client Super User with User Management
- Kipu CRM Super User
- Combined (Admissions and B.D.)
- Combined +
- VOB Worker
- Restricted Admissions Worker
Resolution
- Navigate to CRM > Admissions Management > Template Designer.
- Use the Select an Assessment to Edit field of the Template Designer to search for and select the desired form template.
- Once the form template populates, select the Signature field to review selectable options.
- Select the role you wish to add from the drop-down list.
- Select Save Changes
Additional Information
For more information on managing assessments, please see our Template Designer: Managing Assessments guide.