User account permissions for clinical records
A practice manager can use user account permissions to control who has access to the records of a clinical record. For example, they can use the permissions to prevent access to a Health Status record or a Pertinent History record.
A person’s user account settings show the clinical record permissions in the Clinical section of the Permissions tab:
To prevent changes to clinical record information, clear the Add/Edit permission and Disable/Restore permission of the applicable record type. For example, to prevent changes to Health Status records, clear and :
If you clear the and permissions, a staff member cannot make a clinical record:
Note: If you clear these permissions, the applicable person cannot remove billing triggers of Medication records, Therapeutic/Procedure records, or Diagnostic Request records: