Limit practitioner access to client details on Web Appointment Book to their clients only

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  • Updated 8 months ago
I have listed this as a problem, rather than an idea, because it poses a significant privacy breach for my practitioners, who are all counsellors and psychologists. We currently give our practitioners read only access to the FD web appointment book, but we would like to give them Full Access so they can make and change appointments. The trouble is that this gives them access to all clients in our database, rather than giving them access to only their clients. This is a massive breach of counsellor/client confidentiality rules, which means we are unable to use this functionality. Would it be possible to create a setting whereby practitioners can be given Full Access to their diary only, and Full Access only to clients who have them listed as their Default Practitioner? I.e. practitioners would only be able to view and make appointments for their own clients. We would anticipate that all NEW client bookings would come via our office. Thanks, Joanna
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Joanna

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Posted 8 months ago

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Tony Taddeo, Managing Director

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Hi Joanna

It appears that you have a specific need outside of the current scope of the Front Desk Web Appointment Book. I suggest that in most practices, patients would be seeing professionals that are not always their default practitioner, so your suggestion may not be workable. Furthermore, there needs to be a balance between privacy/security and usability of IT systems for professionals collaborating and working together. Is there a problem with your reception staff having access to the client files? 

I have changed your post to an 'idea' so that we can invite feedback from other community users. We would generally reserve the 'problem' status for when our products may not be working to specification, however in this case they are working as intended. That is, if you can make appointments in the system, you have access to the client demographic data so that you can perform this function.
(Edited)
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Joanna

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Hi Tony. Counsellors are indeed unique in terms of confidentiality - although I would have thought that many of your users are counselling practices with similar needs to ours. I am not suggesting that the practitioners would always only be able to see their own clients, but that this be added as an option for people who need the additional confidentiality feature. I did read an older stream of comments requesting privacy options for the web appointment diary such that practitioners accessing their diaries out of the office could see that a time was booked, but not who by (to avoid public scrutiny). This was a similar feature request to mine I think. I will try and find the title and share it with you. Anyway, will be interested to hear more from other users. Regards, Joanna
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Joanna

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See the comments under the title: "Privacy Setting on Web Appointment Book"
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Timothy, Business Care Manager

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Hi Joanna. I believe the other post is in relation to hiding patient names on the Web Appointment Book so that on viewing the schedule you can see when patients are booked without viewing names, similar to the Privacy feature in Front Desk. This is different to your suggestion. 

Our feeling at this time is that counsellors and other professional practitioners would be bound by higher ethical and privacy standards than your reception staff who have access to search for patients to book appointments.
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Joanna

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Thanks Timothy. I'll have a chat with the Australian Psychological Society to see what they would recommend. Regards, Joanna