Understanding the "Restrict to Own Clients" Setting

The Restrict to Own Clients setting helps clinics maintain patient privacy by limiting practitioner access to only the clients they work with. This setting empowers clinics to control patient information visibility while enabling practitioners to manage their bookings, notes, and records independently.

How "Restrict to Own Clients" Works

This setting plays a crucial role in determining the patient data a practitioner can access across the system, ensuring they engage only with patients with whom they have established relationships.

Once enabled, practitioners will be able to exclusively manage and view patients they are linked to via appointments, clinical notes, or group/class participation. They won't be able to search, view, or access any patient they haven't worked with previously, and any such attempt will be denied.

A practitioner becomes associated with a patient after scheduling at least one appointment or creating a clinical note for that patient. Subsequently, the patient will appear in the practitioner’s system views.

Key Areas Where "Restrict to Own Clients" Applies

This setting limits practitioner access in vital system areas where patient data can be viewed or managed.

• Practitioners will only see their patients listed in patient lists and search results.
• Access to patient profiles is restricted, barring practitioners from viewing or editing profiles of patients they haven't worked with.
• Clinical notes, appointments, invoices, transactions, and forms are restricted to the practitioner’s own patients.
• If a practitioner tries to access any record linked to an unassociated patient, access will be denied.

Exceptions: Where "Restrict to Own Clients" Does Not Apply

Some system areas remain unaffected by this setting and continue to operate as usual:

• Online booking remains available, allowing patients to schedule appointments with any practitioner irrespective of this setting.
• Practitioners can still create new patient profiles, and these patients will automatically be associated with them.
• Access to clinic-wide settings, staff management, and other administrative features is unrestricted.

Important Considerations

This restriction does not apply to users with an administrative staff or assistant role. When Restrict to Own Clients is enabled, certain permissions are automatically disabled, such as the ability to manage other practitioners’ calendars and other cross-practitioner access.

This feature is ideal for clinics that require enhanced privacy controls, particularly multi-disciplinary practices or clinics employing independent contractors.