All Instinct users have access to create new documents for patients on the charts screen. The “Student/Draft” user role with the “Create Draft Orders Permission” can only create draft documents and mark as a ‘Completed Draft’.
Similar to “Student/Draft” roles when ordering treatments, a separate user with the “Approve Draft Orders Permission” can then approve draft documents which would complete the document and be available to sign.
Please keep in mind that if a “Student/Draft” role edits a completed document within 24 hours of it being completed, they will only have the complete draft option available. This document will need to be approved again by a user with approval permissions before it can be marked as complete.
🧠 Check out this fantastic Pick The Brain article How Every Veterinary Hospital Can Use Instinct’s Teaching Mode to learn to learn more!