How to Assign a Staff Member as a Delegate for a Provider in DocVilla EHR

In DocVilla EHR, providers have the option to assign a delegate, such as a nurse, medical assistant, or office staff, who can assist with administrative tasks on behalf of the provider. Delegates can perform actions such as:

Send Referrals on behalf of the Provider
Send Lab Orders on behalf of the Provider
Message Patients on behalf of the Provider

Follow the steps below to assign a staff member as a delegate for a provider:

Step 1: Log in to DocVilla and switch your role to “Location Admin”.

Step 2: Click on the “Providers” tab at the top of the dashboard.

Step 3: Search for and select the name of the provider for whom you wish to assign a delegate.

Step 4: Scroll down to the “Additional Settings” section at the bottom of the provider profile.

Step 5: In the delegate field, select the name of the staff member you want to assign as the delegate.

Step 6: Click “Save” to apply the changes.

Assigning delegates ensures smoother clinic operations and allows providers to focus more on patient care while their support staff handles routine administrative functions.