Kris's Blog

 Posts Tagged ‘9.1’

I have been running into allot of questions on live help about why can’t I enter a doctor into the system. In the past anyone that had access to the shared contact section could put in a new entry ie Dr Smith. What we have found, is that with everyone having that ability the agency databases were seeing allot of  duplicates. Agencies would wind up having 10 Dr Smith’s and staff would be unable to decipher which one was the correct choice. With 9.1 we have helped to resolve that issue. Now staff will have to be assigned the shared contact administrative role to be able to enter in a new shared contact. This gives an agency the flexibility to decide who is enter in new service providers into the database.

Release Notes

Post 9.1, only the users with the Shared Contact Administrative Role can create and update Shared Contacts. Users with the Individual Data Roles will view the details of the Shared Contacts in Read-Only mode.