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Setting Up DOP Forms

Delineation of Privilege (DOP) forms can be created and electronically managed in the system.   

Step 1: Access the DOP Forms 

  • Click the Settings icon at the top-right corner of any screen. 
  • When the Settings menu appears in the top-left, select DOP Forms from the list.

Must Know! Only Super Admin and Full Access users for the facility will be able to see this area.

Step 2: View Forms 

  • Forms are organized into Active and Archived sections. Toggle between these sections to view the forms. 
  • To search for a form, click the search box within the selected tab.  

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Step 3: Add a New Form 

  • Click the Add Form buttonScreenshot 2025-01-31 at 10.29.58 AM. 
  • A dialog box will appear asking for the form name. Enter the form name and click Save. 

Helpful Hint: Most facilities' name the DOP after the specialty the provider will be requesting from.

Step 4: Edit the Form 

  • On the editing page, you can add instructions or a description to guide the provider. 

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Step 5: Add Signatures 

  • Click the Add Signature button at the bottom of the page. 
  • Enter a label for the signature. 
  • Choose the option to ensure the applicant signs.  
  • Add signatures for those who approve privileges (i.e. Medical Director). 

Must Know! The form must have at least one signature with applicant responsibility and one without.

Helpful Hint: Ensure that all signatures meet the requirements outlined in the Bylaws.

Step 6: Add Individual Privileges 

  • Click the Add Category button. 
  • Select a category (e.g., Procedures) and click Save. 
  • Add privileges individually within the chosen category. 

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Step 7: Preview or Activate the Form 

  • To preview the form, click the Preview button at the top of the page. 
  • When ready to use the form, click the Activate button. 
  • If you’re not ready to activate the form, click Done to save the form’s status. This will return you to the DOP main page, where you can see the form’s status (active or inactive).