Managing privacy settings of clinical notes

Clinical note have 3 privacy settings.  Keep in mind that the Admin always has access to clinical notes, regardless of the privacy settings. 

1. All Staff: Share the note with everyone in the clinic, including assistants.
2. All Practitioners: Share the note with all practitioners in the clinic.
3. Author Only: Only the practitioner listed on the note can access it.

Each note has it's own privacy settings.

Updating a specific clinical note's privacy setting.

1. Click on either a Draft or Finalized Note
2. Click on Update in the bottom left sidebar

Each practitioner can have their own preferred default privacy setting for new notes they create.  This can be managed either by the Admin or the Practitioner themselves.

Setting a Practitioner's default clinical note privacy setting as an Admin.

1. Log in as the Admin
2. Click on the Gear icon in the top right header
3. Click on Base Setup
4. Scroll to the Practitioner’s section
5. Click on the Practitioner’s Name
6. Select the Privacy Setting

Setting your default clinical note privacy setting a Practitioner.

1. Log in as a Practitioner
2. Click on either your Photo or Initials in the top right header
3. Click on Profile
4. Select the Privacy Setting