PS Suite: Minimum User Permissions Required for PSS Users to Use Ocean

To load forms into Ocean using the Ocean custom form, a user needs to be able to access the patient's chart with permissions to at least see and enter their own notes (because the Ocean custom form is technically a note in PS Suite).

Most roles have these privileges by default. However, some sites may have restricted their receptionist and data entry clerk role permissions.

To use Ocean, these users need to at least have their "View Privileges" set to "Only Profile, Own Notes and Messages" (to be able to view the Ocean toolbar, Ocean-generated notes, and messages) and their "Action Privileges" set to "Notes" (to be able to edit Ocean notes).

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