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

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.

3Designate which case fields are visible in CMA by checking the applicable Visible checkboxes.
4Designate which case fields are required during case entry in CMA by checking the applicable Required checkboxes.
5(Optional) Click Create to add an image upload field in the CMA application.
6(Optional) Enter the image name in the Image Name field.
7(Optional) Mark the Required checkbox of for the image if the image upload is required when entering case information in CMA.
8

Click Save to save and close the Mobile window.

 

 

 

 

 

Related Topics

Mobile

Mobile Page

Related Training/Support Documentation

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