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      Settings - Office Roles Dashboards

       Assigning a Role when setting up a User Account

      • When choosing a Role for an Employee, the related dashboard in the Role Based section will be their default page.  If they are being set up as Restricted Staff, they won't have the option of choosing any other Role Based pages.

      • When a Role for Treatment Coordinator or Hygiene Coordinator is selected, another menu displays the office providers. 

      • When a Treatment Coordinator is assigned to a Doctor, when an Automatic Task is set for Unscheduled Treatment, a task related to a plan from that provider will be assigned to that designated Treatment Coordinator

      • When a Hygiene Coordinator is assigned to a Hygienist, when an Automatic Task is set up for Recall, the generated task assignment will be based on which Hygienist the patient saw last. 

      • The default setting for Treatment and Hygiene Coordinators is set up so that PBN cannot map the generated task to a particular provider. The task will be assigned to the Default Hygiene or Treatment Coordinator.