📌Setting Access for Templates

This guide explains how to manage access, pinning, and favouriting of Scribe Templates and Macro Templates within your clinic. Access and visibility depend on user roles: Clinic Admins have full control, while Providers have limited access. The Preferences panel in the Template Editor allows Admins to configure shared access and personalize templates for providers.

Access Control Overview

Role	Private Templates	Organization Templates	Mikata Templates
Clinic admin/ Provider manager	✅ View & Edit all users' private templates 🟠 Assign access to the owner	✅ View & Edit & Assign access	✅ View & Assign access ❌ Cannot edit
Provider	✅ View & Edit & Access own private templates ❌ No access to others' private templates	✅ View & Get access ❌ Cannot edit	✅ View & Get access ❌ Cannot edit

Accessing the Preferences Panel

The Preference panel is a place to manage how templates appear for yourself or for your team. It allows users to pin and favourite templates for quicker access during documentation. This is especially useful for standardizing workflows across the clinic.

• All users can use the panel to manage their own template preferences.

• Clinic Admins can additionally assign pinned or favourited templates to other providers in their organization.

Location: Scribe Templates > Open a Scribe/Macro Template > "Access Preference" on the left sidebar

Only Clinic Admins/Provider manager can see and modify SETTINGS FOR OTHERS section.

Template Types

There are three types of templates: Private, Organization, and Mikata Templates.

• Private Templates are created and owned by individual users. They are only visible and usable by their creators. However, Clinic Admins have full visibility and editing rights over all users’ private templates. Admins can also assign a user’s private template as a pin or favourite for that user.

• Organization Templates (Your clinic) are shared resources available to the entire clinic. These templates are visible to all providers, making them ideal for standardized content. However, only Admins can create or edit organization templates. Providers can use them but cannot make changes.

• Mikata Templates are templates provided by Mikata as standardized, pre-built options. These templates are visible to all users. No one can edit Mikata Templates. However, both Providers and Admins can pin or favourite these templates for personal use. Admins can also assign them as pinned/favourited templates for others within the clinic.

Preference Sections

The Preferences panel includes two main sections. The first section, "Your settings" is available to all users. It allows users to pin templates they use frequently or mark favourites for quick access during documentation.

The second section, "Settings for others," is only visible to Clinic Admins. This section allows Admins to assign pinned or favourited templates to specific providers within the clinic. Admins can select one or multiple providers from a list and apply template preferences. After making the selections, clicking Save at the top-right corner will apply the settings.

Only Organization Templates can be shared with other users. Private Templates can only be used by the owner, though Admins can still assign them as pinned or favourited on the user's behalf.