Professional Group Gives access to the Provider, Customer and Employment Plan Modules. Users can perform provider and provider offering searches. They have read-only access to all provider information, including contact information, location and services. This group can generate provider correspondence. Users can perform customer searches, edit and create new customer information, including customer services.
Users can generate customer correspondence.
Users cannot delete customer services they have created. Users can edit and create customer appointments in their own Staff Inbox. They can also edit and create customer referrals on their own Referrals In tab. Users in this group cannot schedule appointments for other OSOS users. They cannot assign a referral they have created to another OSOS user, unless they are listed as a Supervisor in the OSOS NY Administration site.