Patient charts often hold sensitive and private information that should be treated with appropriate security measures. By default, each practitioner can create, view and edit their own charts, but if they need to view other practitioner's charts, they will need to be given access on their user profile.
| *Note: If you don't have access to this setting, please contact your Clinic Administrator |
Step 1: Locate in Settings
Navigate to Settings > Practitioners > Open.
Step 2: Practitioner Access Tab
Select the Practitioner Access tab
Step 3: Adding a Practitioner
Select +Add Practitioner next the Individual Practitioner Access heading
Then Choose which practitioner the user will have access to from the drop-down.
Step 4: Determine your required access
Check Access Charts (provides the ability to view and edit the practitioner's charts). Select Access Appointment Dates in Charts if you want this practitioner to be able to create charts for this practitioner and be able to access the option to select the appointment date while creating the chart. Select Access to Copy Last Chart to be able to copy the last chart that was created. Then select the Add button.
Once you've added all the Practitioners your require access to, press Save & Exit
Conclusion
The Practitioner should now have access to the Charts
Chart Dates,
and have the ability to Copy Last Chart from another Practitioner