Applications

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Applications

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Once Notes has been activated by a TruBridge Representative in the selected facility using notes, the application needs to be turned on per user following the steps below:

 

1.From System Administration, select the login to activate the Notes Application.

 

2.Select Applications.

 

3.Select New to create a rule for the Notes application. 

 

4.From Step 1: Select Application Code, select Facility.

 

5.From Step 2: Select Allow.

 

6.From Step 3: Select Application Code and select Add. Next choose the Notes (code NT) application and select Insert. Then select the back arrow to access the rule builder screen. 

 

7.Select Facility and select Add. Next choose the Facility that the Notes application was activated within and select Insert. Then select the back arrow to access the rule builder screen.

 

8.Select Save and enter a rule title then select OK to save the rule. Once the rule is created simple add it to each Login by selecting Associate rule and searching for the title created in step 7. Select the rule and choose Select to add to the selected login.