Privacy Settings Table

Version 14.19

Each staff member in the Staff Directory is set up with visibility permissions granting them a level of access to patient information. There are five levels of visibility.  For an explanation of each visibility permission, click here.

Below is a list of common locations in OP where a Privacy Restriction may be placed in effect.    

Make This Private
Where To Make Private
How to Override Privacy Settings with Appropriate Permissions
Allergies

Patient Chart > Allergies/Reactions > Add New or Edit Existing Allergy > Visibility dropdown  

Select the Include EFR checkbox in the top-right area of the Allergies/Rxns window.
Allergies

Patient Chart > Encounter Note > Allergies/Reactions > Add New or Edit Existing Allergy > Visibility dropdown

Select the Include EFR checkbox in the top-right area of the Allergies/Rxns window.
Allergies

Patient Chart > Well Visit Note > Allergies/Reaction > Add New or Edit Existing Allergy > Visibility dropdown

Select the Include EFR checkbox in the top-right area of the Allergies/Rxns window.
Care PlansUtilities > Manage Clinical Features > Care Plans > Add New or Edit Existing Care Plan > View Privacy dropdownPatient Chart: Select the Include Confidential checkbox at the bottom-left area of the window.
ChartPatient Register > Privacy Tab > Overall Medical Records VisibilityAbility to view this patient record will depend upon two settings in your staff user profile.  
Standard Medical Records Visibility and
Emergency Medical Records Visibility.
Diagnostic Tests Utilities > Manage Clinical Features > Diagnostic Test Setup > Select DX Test > set Default Visibility dropdown

Schedule and Practice Workflow: Select the Include EFR checkbox at the bottom-left area of the window.

Patient Chart: Select the Include EFR checkbox at the bottom-left area of the window.

Encounter Note: Select the Include EFR checkbox at the bottom-left area of the window.

Well Visit Note: Select Include Confidential at the bottom-left of the window.

DocumentsDocs > Scan New or Edit Existing Document > Set Privacy Level dropdownSchedule and Practice Workflow: Select the Include EFR checkbox at the bottom-left area of the window.
Chron: Select the Include Private Records (EFR) checkbox at the top of the window.
EncountersSchedule and Practice Workflow > EncountersSelect the Include EFR checkbox at the bottom-left area of the window.
EncountersPatient Chart > EncountersSelect the Include Confidential checkbox at the bottom-left area of the window.
General NotesPatient Chart > General Notes > Add New or Edit Existing Note > Visibility dropdownSelect the Include EFR checkbox at the top of the window.
Medication FavoritesUtilities > Manage Clinical Features > Medication Favorites > Select Medication > set Default Visibility dropdown
See below
Medications (e-Rx) Schedule and Practice Workflow > e-Rx > Add New or Edit Existing Prescription > Notes/Visibility tab > Visibility dropdown Select the Include EFR checkbox at the bottom-left area of the window.
Medications Patient Chart > Medication > Add New or Edit Existing Prescription > Notes/Visibiltiy tab > Visibility dropdown   Select the Include Confidential checkbox at the bottom-left area of the window.
MedicationsPatient Chart > Encounter Note > Medications > Add New or Edit Existing Medication > Notes/Visibility tab > Visibility dropdown Select the Include EFR checkbox box at the top of the window.
MedicationsPatient Chart > Well Visit Note > Medications > Add New or Edit Existing Medication > Notes/Visibility tab > Visibility dropdown Select the Include EFR checkbox at the top of the window.
Messages Schedule and Practice Workflow > Messages > Add New Message > Note Visibility dropdown.  Select the Include EFR checkbox at the bottom-left area of the window.
Messages Patient Chart > Messages > Add New Message > Note Visibility dropdown.  Select the Include Confidential checkbox at the bottom-left area of the window.
OverviewPatient Chart > OverviewSelect the Include Confidential checkbox at the bottom-left area of the window.
Problem ListPatient Chart > Problem List > Add New or Edit Existing Problem > Visibility dropdownSelect the Include EFR checkbox at the top of the window.
Problem ListPatient Chart > Encounter Note > Problem List > Add New or Edit Existing Problem > Visibility dropdown Select the Include EFR checkbox at the top of the window.
Problem ListPatient Chart > Well Visit Note > Problem List > Add New or Edit Existing Problem > Visibility dropdown Select the Include EFR checkbox at the top of the window.
SurveysUtilities > Manage Clinical Features > Survey Administrator > Create New or Edit Existing Survey > Default Visibility dropdownSchedule and Practice Workflow: Select the Include EFR checkbox at the bottom-left area of the window.
Patient Chart: Select the Include Confidential checkbox at the top of the window.
Encounter Note: Select the Include Confidential checkbox at the top of window.
Well Visit Note: Select the Include Confidential checkbox at the top of the window.
Well VisitsSchedule and Practice Workflow > Well VisitsSelect the Include EFR checkbox at the bottom-left area of the window.
Well VisitsPatient Chart > Well VisitsSelect the Include Confidential checkbox at the bottom-left area of the window.

Version 14.10

Each staff member in the Staff Directory is set up with visibility permissions granting them a level of access to patient information. There are five levels of visibility.  For an explanation of each visibility permission, click here.

Below is a list of common locations in OP where a Privacy Restriction may be placed in effect.    

Make This Private
Where To Make Private
How to Override Privacy Settings with Appropriate Permissions
Allergies

Patient Chart > Allergies/Reactions > Add New or Edit Existing Allergy > Visibility dropdown  

Select the Include EFR checkbox in the top-right area of the Allergies/Rxns window.
Allergies

Patient Chart > Encounter Note > Allergies/Reactions > Add New or Edit Existing Allergy > Visibility dropdown

Select the Include EFR checkbox in the top-right area of the Allergies/Rxns window.
Allergies

Patient Chart > Well Visit Note > Allergies/Reaction > Add New or Edit Existing Allergy > Visibility dropdown

Select the Include EFR checkbox in the top-right area of the Allergies/Rxns window.
Care PlansUtilities > Manage Clinical Features > Care Plans > Add New or Edit Existing Care Plan > View Privacy dropdownPatient Chart: Select the Include Confidential checkbox at the bottom-left area of the window.
ChartPatient Register > Privacy Tab > Overall Medical Records VisibilityAbility to view this patient record will depend upon two settings in your staff user profile.  
Standard Medical Records Visibility and
Emergency Medical Records Visibility.
Diagnostic Tests Utilities > Manage Clinical Features > Diagnostic Test Setup > Select DX Test > set Default Visibility dropdown

Schedule and Practice Workflow: Select the Include EFR checkbox at the bottom-left area of the window.

Patient Chart: Select the Include EFR checkbox at the bottom-left area of the window.

Encounter Note: Select the Include EFR checkbox at the bottom-left area of the window.

Well Visit Note: Select Include Confidential at the bottom-left of the window.

DocumentsDocs > Scan New or Edit Existing Document > Set Privacy Level dropdownSchedule and Practice Workflow: Select the Include EFR checkbox at the bottom-left area of the window.
Chron: Select the Include Private Records (EFR) checkbox at the top of the window.
EncountersSchedule and Practice Workflow > EncountersSelect the Include EFR checkbox at the bottom-left area of the window.
EncountersPatient Chart > EncountersSelect the Include Confidential checkbox at the bottom-left area of the window.
General NotesPatient Chart > General Notes > Add New or Edit Existing Note > Visibility dropdownSelect the Include EFR checkbox at the top of the window.
Medication FavoritesUtilities > Manage Clinical Features > Medication Favorites > Select Medication > set Default Visibility dropdown
See below
Medications (e-Rx) Schedule and Practice Workflow > e-Rx > Add New or Edit Existing Prescription > Notes/Visibility tab > Visibility dropdown Select the Include EFR checkbox at the bottom-left area of the window.
Medications Patient Chart > Medication > Add New or Edit Existing Prescription > Notes/Visibiltiy tab > Visibility dropdown   Select the Include Confidential checkbox at the bottom-left area of the window.
MedicationsPatient Chart > Encounter Note > Medications > Add New or Edit Existing Medication > Notes/Visibility tab > Visibility dropdown Select the Include EFR checkbox box at the top of the window.
MedicationsPatient Chart > Well Visit Note > Medications > Add New or Edit Existing Medication > Notes/Visibility tab > Visibility dropdown Select the Include EFR checkbox at the top of the window.
Messages Schedule and Practice Workflow > Messages > Add New Message > Note Visibility dropdown.  Select the Include EFR checkbox at the bottom-left area of the window.
Messages Patient Chart > Messages > Add New Message > Note Visibility dropdown.  Select the Include Confidential checkbox at the bottom-left area of the window.
OverviewPatient Chart > OverviewSelect the Include Confidential checkbox at the bottom-left area of the window.
Problem ListPatient Chart > Problem List > Add New or Edit Existing Problem > Visibility dropdownSelect the Include EFR checkbox at the top of the window.
Problem ListPatient Chart > Encounter Note > Problem List > Add New or Edit Existing Problem > Visibility dropdown Select the Include EFR checkbox at the top of the window.
Problem ListPatient Chart > Well Visit Note > Problem List > Add New or Edit Existing Problem > Visibility dropdown Select the Include EFR checkbox at the top of the window.
SurveysUtilities > Manage Clinical Features > Survey Administrator > Create New or Edit Existing Survey > Default Visibility dropdownSchedule and Practice Workflow: Select the Include EFR checkbox at the bottom-left area of the window.
Patient Chart: Select the Include Confidential checkbox at the top of the window.
Encounter Note: Select the Include Confidential checkbox at the top of window.
Well Visit Note: Select the Include Confidential checkbox at the top of the window.
Well VisitsSchedule and Practice Workflow > Well VisitsSelect the Include EFR checkbox at the bottom-left area of the window.
Well VisitsPatient Chart > Well VisitsSelect the Include Confidential checkbox at the bottom-left area of the window.