Set Visibility Levels and View Restricted Chart Info

Version 14.19

Overview

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.    

Allergies

  • To set visibility on Allergies, follow the paths below:
    • Patient Chart > Allergies/Reactions > Add New or Edit Existing Allergy > Visibility drop-down 
    • Patient Chart > Encounter or Well Visit Note > Allergies/Reactions > Add New or Edit Existing Allergy > Visibility drop-down
  • To view Allergies that have restricted visibility: Select the Include EFR checkbox located at the top of the Allergies window.

Care Plans (global setting)

  • To set visibility on Care Plans, follow the path below:
    • Clinical tab > Care Plans > Care Plans/Registries tab > Add New or Edit Existing Care Plan > View Privacy drop-down
  • To view Care Plans that have restricted visibility: In the Patient Chart, select the Include Confidential checkbox located at the top of the window navigation panel.

Chart

  • To set visibility on an entire patient's chart, follow the path below:
    • Patient Chart > Privacy/Sharing > Overall Chart Visibility drop-down
  • To view the patient chart, a user must have appropriate Standard and Emergency Medical Record Visibility settings in the Staff Directory.

Diagnostic Tests (global setting)

  • To set visibility on Diagnostic Tests at the global level, follow the path below:
    • Clinical tab > More button (Customize group) > Diagnostic Tests > Select test > Privacy level drop-down
  • To view Diagnostic Tests that have global visibility restrictions, do the following:
    • Clinical Work: Select the Include EFR checkbox located at the top of the window.
    • Patient Chart/Encounter or Well Visit Note: Select the Include Confidential checkbox in the window navigation panel.

Diagnostic Tests (patient-specific)

  • To set visibility on a specific patient's Diagnostic Test(s), follow the path below:
    • Patient Chart > Diagnostic Tests > Add New or Edit > Privacy Level drop-down
    • Patient Chart > Encounter or Well Visit Note > Diagnostic Tests > Add New or Edit > Privacy Level drop-down
  • To view Diagnostic Tests that have restricted visibility for a patient, do the following:
    • Clinical Work: Select the Include EFR checkbox at the top of the window.
    • Patient Chart/Encounter or Well Visit Note: Select the Include Confidential checkbox in the window navigation panel.

Documents

  • To set visibility on a patient's Documents, follow the paths below:
    • Clinical or Practice Management tab > Document Management button > Scan New or Search Existing Document > Privacy Level drop-down
    • Patient Chart > Documents > Select document > Privacy Level drop-down
  • To view Documents that have restricted visibility, do the following:
    • Clinical Work: Select the Include EFR checkbox at the top of the window.
    • Medical Records: Select the Include Private Records (EFR) checkbox at the top of the window.
    • Patient Chart: Select the Include Confidential checkbox in the window navigation panel.

Encounters

  • To set visibility on an Encounter, follow the paths below:
    • Main Navigation Panel > Encounters > Edit > Summary > Note Visibility drop-down
    • Patient Chart > Encounters > New or Open Note (unfinalized) > Summary > Note Visibility drop-down
  • To view an Encounter with restricted visibility, do the following:
    • Clinical Work: Select the Include EFR checkbox at the top of the window.
    • Patient Chart: Select the Include Confidential checkbox in the window navigation panel.

General Notes

  • To set visibility on General Notes, follow the path below:
    • Patient Chart > General Notes > Add New or Edit Existing Note > Visibility drop-down
  • To view a General Note with restricted visibility, do the following:
    • Select the Include EFR checkbox located at the top of the window navigation panel.

Medication Favorites (global setting)

  • To set visibility on Medication Favorites at the global level, follow the path below:
    • Clinical tab > Medication Favorites > Double-click Medication > Privacy Level drop-down
  • To view Medications that have global visibility restrictions, do the following:
    • Patient Chart: Select the Include Confidential checkbox in the window navigation panel. 
    • Encounter or Well Visit Note:  Select the Include EFR checkbox located at the top of the window.

Medications (patient-specific)

  • To set visibility on a patient's specific Medication, follow the paths below:
    • Patient Chart > Medications > Add New or Edit Existing Prescription > Notes/Visibility tab > Visibility drop-down
    • Patient Chart > Encounter or Well Visit Note > Medications > Add New or Edit Existing Medication > Notes/Visibility tab > Visibility drop-down 
  • To view Medications that have restricted visibility for a patient, do the following:
    • Patient Chart: Select the Include Confidential checkbox in the window navigation panel. 
    • Encounter or Well Visit Note:  Select the Include EFR checkbox located at the top of the window.

Messages

  • To set visibility on a Message, follow the paths below:
    • Main Navigation Panel > Phone > Add New Message > Visibility drop-down
    • Patient Chart > Messages > Add New Message > Visibility drop-down
  • To view a Messages that have restricted visibility, do the following:
    • Message Center: Select the Include EFR checkbox at the top of the Message Center window.
    • Patient Chart: Select the Include Confidential checkbox located at top of the window navigation panel.

Problem List

  • To set visibility on Problem List entries, follow the paths below:
    • Patient Chart > Problem List > Add New or Edit Existing Problem > Visibility drop-down
    • Patient Chart > Encounter or Well Visit Note > Problem List > Add New or Edit Existing Problem > Visibility drop-down
  • To view Problem List entries that have restricted visibility, do the following:
    • Patient Chart/Encounter or Well Visit Note: Select the Include EFR checkbox located at the top of the window.

Risk Assessment (global setting only for practice created questions)

  • To set visibility on Risk Assessments, follow the path below:
    • Clinical tab > More (Customize group) > Risk Assessment > Privacy drop-down
  • To view Risk Assessments that have restricted visibility, do the following:
    • Patient Chart: Select the Include Confidential checkbox located at the top of the window navigation panel. 

Surveys (global setting)

  • To set visibility on Surveys at the global level, follow the path below:
    • Clinical tab > More button (Customize group) > Surveys New or Edit Existing Survey > Default Visibility drop-down
  • To view Surveys that have restricted visibility, do the following:
    • Clinical Work: Select the Include EFR checkbox at located at the top of the window.
    • Patient Chart/Encounter or Well Visit Note: Select the Include Confidential checkbox located at the top of the window navigation panel.

Surveys (patient-specific)

  • To set visibility on patient-specific Surveys, follow the paths below:
    • Patient Chart > Surveys > New > Visibility drop-down 
    • Patient Chart > Encounter or Well Visit Note > Surveys > New > Visibility drop-down
  • To view Surveys that have restricted visibility, do the following:
    • Clinical Work: Select the Include EFR checkbox at located at the top of the window.
    • Patient Chart/Encounter or Well Visit Note: Select the Include Confidential checkbox located at the top of the window navigation panel.

Well Visits

  • To set visibility on Well Visits, follow the paths below:
    • Main Navigation Panel > Well Visits > Edit > Summary > Note Visibility drop-down
    • Patient Chart > Well Visits > New or Open Note (unfinalized) > Summary > Note Visibility drop-down
  • To view a Well Visit with restricted visibility, do the following:
    • Clinical Work: Select the Include EFR checkbox at the top of the window.
    • Patient Chart: Select the Include Confidential checkbox in the window navigation panel.
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 TestsUtilities > 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 dropdownSee below
Medications (e-Rx)Schedule and Practice Workflow > e-Rx > Add New or Edit Existing Prescription > Notes/Visibility tab > Visibility dropdownSelect the Include EFR checkbox at the bottom-left area of the window.
MedicationsPatient 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.
MessagesSchedule and Practice Workflow > Messages > Add New Message > Note Visibility dropdown. Select the Include EFR checkbox at the bottom-left area of the window.
MessagesPatient 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.