security on clinical notes

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  • Idea
  • Updated 3 years ago

The options available in selecting permissions/security on a clinical note for a practitioner are mutually exclusive. So I can select individual practitioners or a practise group, but I cannot select one practice group, and then add one practitioner in a different practise group (who in a senior role may require access, even if only for persons of immediate or elevated risk of harm).

To achieve this ‘mix’ of authorisations on clinical notes there are two options:

  1. I can list all practitioners individually, not a good idea as I then need to keep updating this to add any new practitioners, and it take time

  2. The option I have chosen is to create a new separate practice group (Group B) for the senior staff, so that I can set up the permissions on clinical notes using just a practice group selection.

The down side of option 1 is the time it takes, the possibility of error, and the need to keep updating

The down side of option 2 is from an appointment viewing point of view for the receptionist primarily (although I also find it unhelpful): the senior staff/s are no longer part of the practice group A to which they belong, but must be viewed by either selecting all practise groups (which is unhelpful because I only want to see one type of practitioner), or by looking at two different practise groups (Group A & Group B) one at a time. I have a total of over 20 practitioners, over about 5 practice groups, over-fills the screen completely when I do need to look at all practice groups.

This could be rectified either by setting permissions/security on clinical notes using a selection of options which are inclusive not exclusive or by setting permissions on clinical notes using some other grouping (for example reporting groups), that could be set up specifically for this purpose. I’m sure there are other options.

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Hari Conidaris

  • 8 Posts
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Posted 3 years ago

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Timothy, Business Care Manager

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Hi Hari. I have changed your post to an idea as though this would be a time saving feature, the granularity of the security access settings in Front Desk does allow you the flexibility to access and share clinical notes at the practitioner level. However, I do understand and appreciate that it could be easier to manage security and access permissions of this nature in a practice environment with a large number of staff. 

In a future update we are looking at introducing the new entity of  ‘Roles’. This will be a bit like your use of practice groups (under duress), without affecting existing practice groups from the appointment book perspective. Roles could be setup for:
  • Reception
  • Accounts
  • Junior administration
  • Senior administration
  • Clinical Group 1
  • Clinical Group 2
Where you currently see options to provide access based on Practitioner, Practice Group, User etc., you will also have the option to select specific Roles. 

In the example that you have provided, you would simply need to assign the user the correct Role, and the user will then be able to access all areas throughout the software where you have specified access for this Role – including clinical notes.
(Edited)