• Set up the User record and Profile for the Physician.

On the User record, make sure to check the Active and Is Consultant check boxes. 

Set up the Profile as below.

  • Add a Task to the STI Visit for the Physician to review.
  • When the Physician logs into CoolFocus, he will see the Tasks associated with the STI Visits he needs to review.
  • Have the Physician click on the Task to open and then click on the link to the Visit within the Task. This will take him to the Client's STI Visit.

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