Category: Team & Access

Clinic Access (labelled “Office Access”) is the right-hand User Rights panel: allow this member to log in from anywhere, or only from the clinic premises. Clinic Access — shown in the app as Office Access — decides where a team member is allowed to log in from. It is the third User Rights panel on…

Module Access is the left-hand panel on a team member’s details page — one tick-box per module. Ticked modules appear in that person’s left navigation; unticked ones are hidden and blocked. Module Access decides which parts of CAPS28 a team member can open. It is the first of the three User Rights panels on a…

Patient Access is the middle User Rights panel: choose whether this member sees every patient in the clinic, or only the patients allotted to them. Patient Access decides whose records a team member can see. It is the second User Rights panel on a member’s details page, and it has two options: Access to all…

Adding a team member: search by email; if they already have a CAPS28 login they are found, otherwise you create one, then set their designation and access rights. The Team page lists everyone who can log in to your clinic in CAPS28 and controls what each of them may do. Getting this right is how…