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Kareo Help Center

Restrict or Unrestrict Patient Chart

Updated: 11/16/2021
Views: 808

Patients rely on their providers to deliver treatment discretely. With Chart Access enabled, a System Administrator, Provider, or Office Staff can protect the patient's privacy by restricting and assigning only the clinical staff member(s) involved in the patient's care access to sensitive areas of the patient's chart.

Review the Chart Access Restrictions Preview table to see how the patient chart displays when restrictions are assigned.

Access Patient Facesheet

  1. Enter the first 2–3 letters of the patient's name or date of birth (mm/dd/yyyy) in the top navigation bar search box.
  2. Click to select the patient from the auto-populated results. The patient's Facesheet page opens.
Platform_Patients_Search.png

Restrict Patient Chart

Protect the patient's privacy by restricting who can access sensitive areas of the patient's chart.

  1. Click Unrestricted. The Chart Access pop-up window opens.
  2. Click to select "Restricted". The Staff Name search box displays.
  3. Click the drop-down arrow and select providers and/or clinical staff to assign access to the restricted area of the patient chart.
    Note: If a provider is restricting the chart, they are automatically assigned.
    • To search for a staff member, enter the first 2–3 letters of the staff's name in the search box and click to select the staff's name from the auto-populated results. Repeat this step as needed to assign additional staff members.
  4. Click Save when done. The status of the patient chart updates to Restricted. Based on the practice's Chart Access settings, the patient's clinical notes or clinical data is now only accessible to the assigned staff members. 
Clinical_ChartAccess_RestrictPatientChart.png

Unrestrict Patient Chart

To allow all clinical staff to access the restrict area of the patient's chart, remove the restriction.

  1. Click Restricted. The Chart Access pop-up window opens.
  2. Click to select "Unrestricted".
  3. Click Save. The status of the patient chart updates to Unrestricted and users can access the patient chart based on their user role(s).
Clinical_ChartAccess_UnrestrictPatientChart.png

Chart Access Restrictions Preview

Preview how the patient chart displays for assigned or unassigned clinical staff (e.g., providers, clinical assistants) when the Chart Access is enabled.

Note: Non-clinical staff members (e.g., System Admin, Biller, etc.) can access the patient chart based on their user roles and may not have access to clinical data in the unrestricted view.

Restriction Level Clinical Notes Only All Clinical Data
Restricted Assigned

Preview of the patient chart with restrictions enabled and the assigned provider(s) or clinical assistant(s) is accessing the chart.
Clinical_ChartAccess_RestrictedAssignedClinical.png Clinical_ChartAccess_RestrictedAssignedAllClinical.png
Restricted Unassigned

Preview of the patient chart with restrictions enabled and the clinical staff member has not been assigned access to the chart.
Unassigned clinical staff can only view and create non-clinical notes (e.g., Office Forms, Memo, etc.). They cannot access or create Treatment Plans and Clinical Notes.

Clinical_ChartAccess_RestrictedClinical.png
Unassigned clinical staff can only access the patient's Demographics and Account tabs. All other tabs containing clinical data will be inaccessible.

Clinical_ChartAccess_RestrictedAllClinical.png

 

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