In Amexzone Health, you can assign a supervisor directly to a patient's profile and specify whether the supervision applies to all appointment types or only specific ones.
To add a supervisor, follow these steps:
- Access the patient's profile.
- From the left-hand menu, select General Information.
Locate the Supervisors section and click the + icon.
- In the Add Supervisor window, complete the following fields:
- Supervisor: Select the worker you want to assign as the supervisor.
- For All Appointment Types: Select this option if the supervisor will be assigned to all appointment types for the patient.
- For Specific Appointment Types: Select this option if the supervisor should only be assigned to certain appointment types.
- Appointment Types: Select the appointment types to which the supervision will apply, based on the selected option.
Click Save to complete the assignment.
Once saved, the supervisor will appear in the Supervisors section of the patient's profile, along with their name and the appointment types associated with their supervision.
Important Notes:
- Edit a Supervisor: Click the pencil icon to modify the supervisor assignment or the associated appointment types.
- Remove a Supervisor: Click the trash icon to remove the supervisor from the patient's profile.
- Supervision by Appointment Type: You can configure supervision for all appointment types or limit it to specific ones, depending on the patient's needs.