Restrict Access to Patients Within the Circle of Care

Ensuring patient information is handled appropriately is crucial in maintaining trust and compliance in healthcare. By restricting staff access to only view and interact with patients they are directly treating, you can enhance confidentiality and security. Follow the steps below to update a staff member’s permissions so they can only access patients they are actively involved with.

Steps to Restrict Staff Access

1. Log in as the Admin. Ensure you have the necessary administrative privileges to make changes to staff permissions.
2. Click Settings. Navigate to the main settings area of your software interface.
3. Select Base Setup. This option will allow you to configure foundational settings related to your staff and patient access controls.
4. Scroll to the Staff section. Locate the section where staff details are managed.
5. Click the staff member’s name. Select the individual from your list of staff members whose access you need to modify.
6. Click More Options. This will display additional choices for permission modification.
7. Select Edit. Enter edit mode to change the selected staff member’s permissions.
8. Scroll to the Permissions section. Adjust settings that define what the staff member can access and interact with.
9. Toggle Manage Own Calendar on. This setting ensures the staff member can manage their own appointments and schedule.
10. Toggle Restrict to Own Patients Only on. When enabled, this restricts the staff member to view only the patients they are actively treating through appointments or completed treatment notes.

By implementing these changes, you reinforce the principle of maintaining patient confidentiality by keeping information access within the circle of care.

Related Articles

• Manage Staff
• Set Permissions
• Manage Patient Profiles