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
Restrict Patient Chart
Protect the patient's privacy by restricting who can access sensitive areas of the patient's chart.
Unrestrict Patient Chart
To allow all clinical staff to access the restrict area of the patient's chart, remove the restriction.
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|
Preview of the patient chart with restrictions enabled and the assigned provider(s) or clinical assistant(s) is accessing the chart.
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.
||Unassigned clinical staff can only access the patient's Demographics and Account tabs. All other tabs containing clinical data will be inaccessible.