NextGen Knowledge Center

Enable a Security Group to Submit Charges on Finalize Visit Template

You can enable a security group to submit the charges on Finalize Visit template.
  1. On the IORTS Miscellaneous Configuration practice template, expand the Submit & Signoff panel.
  2. In the field below the Name column of the Security Groups Allowed to Submit Charges on the Finalize Visit grid, select the security group.
    The group name and description appear the fields below the grid.
  3. Click Add.