Why can't my Front Desk (or other) staff member invite a patient to enroll in myHEALTHware?

In order for your staff member to have the ability to invite patients to enroll in myHEALTHware, they must have the security permission for "Manage Files" enabled on their myHEALTHware role.  Follow the instructions below to enable this security permission for each role that you wish to have access to enrolling patients.

1. Administrator: Log In to myHEALTHware and Access Organization Settings from the Contacts Tab

1. Administrator: Log In to myHEALTHware and Access Organization Settings from the Contacts Tab

The administrator should log in to myHEALTHware, then click the Contacts tab.  Next, click the Settings button on the clinic organization.

2. Access the Manage Roles Tab and Edit Security Permissions

2. Access the Manage Roles Tab and Edit Security Permissions
  1. Click the Manage Roles tab.
  2. Select the Role that you wish to edit (ie: Front Office).
  3. Check the box next to Manage Files and Manage Contacts for each role that you want to have access to invite patients to enroll in myHEALTHware.