Setting Up Connect Mobile Assistant

Use this task to set up permissions and preferences for CMA (Connect Mobile Assistant) in Connect.

Step-By-Step Guide

Step	Instructions
1	From the Mobile page, open the Practice drop down list and select the practice to set up the CMA.
2	Mark the Enable Connect Mobile Assistant checkbox.
3	Designate which case fields are visible in CMA by checking the applicable Visible checkboxes.
4	Designate which case fields are required during case entry in CMA by checking the applicable Required checkboxes.
5	(Optional) Click Add to add an image upload field in the CMA application.
6	(Optional) Enter the image name in the Image Name field.
7	(Optional) Click OK.
8	(Optional) Mark the Required checkbox of for the image if the image upload is required when entering case information in CMA.
9	Click Save to save and close the Mobile window.

Related Topics

Mobile

Related Training/Support Documentation

Not applicable for this topic