Difference between revisions of "V11 Note Ownership and Finalization Authority Levels"

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(New page: Update V11 Note users Ownership and Finalization Authorization Levels Note owners need to be the same or higher level than the actual Document Type they wish to access. Compare each Note...)
 
 
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[[Category:Allscripts Enterprise EHR v10 Note]]
 
Update V11 Note users Ownership and Finalization Authorization Levels
 
Update V11 Note users Ownership and Finalization Authorization Levels
  
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There are a couple of ways to do this.   
 
There are a couple of ways to do this.   
  
One way would be to log in to SSMT
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One way would be to log in to [[SSMT]]
#Extract the Document Type Content Category
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#Extract the [[Document Type]] Content Category
 
#Extract the User/Provider Content Category  
 
#Extract the User/Provider Content Category  
 
#Compare the two
 
#Compare the two
#Adjust the Ownership and Finalization Authority levels on either or both spreadsheets
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#Adjust the Ownership and Finalization Authority levels  
 
#Load
 
#Load
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Or you can certainly adjust the levels in TWAdmin by going into the Document Type Dictionary and TWAdmin Users.
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'''Helpful Hint'''
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Note Document types are always a Manifestation "NOTEFORM" so if you want to sort by NoteForm it will cut down on time when working with your [[SSMT]]spreadsheets.

Latest revision as of 17:43, 26 November 2012

Update V11 Note users Ownership and Finalization Authorization Levels

Note owners need to be the same or higher level than the actual Document Type they wish to access.

Compare each Note Document Type authority level with the user levels and adjust accordingly.

There are a couple of ways to do this.

One way would be to log in to SSMT

  1. Extract the Document Type Content Category
  2. Extract the User/Provider Content Category
  3. Compare the two
  4. Adjust the Ownership and Finalization Authority levels
  5. Load

Or you can certainly adjust the levels in TWAdmin by going into the Document Type Dictionary and TWAdmin Users.

Helpful Hint Note Document types are always a Manifestation "NOTEFORM" so if you want to sort by NoteForm it will cut down on time when working with your SSMTspreadsheets.