Managing Patient Access for Circle of Care

In Noterro, it is possible to customize permissions so that your staff can only view and interact with patients they are directly involved in treating. This falls under the concept known as the "Circle of Care," which permits healthcare practitioners to manage personal health information responsibly and within ethical and legal boundaries.

Steps to Restrict Access to Patients within the Circle of Care

To enforce this setting and ensure only relevant staff members have access to specific patients' information, follow these steps:

1. Click on the Gear icon in the top right header of Noterro.
2. Select Base Setup from the dropdown menu.
3. Scroll to the Staff section.
4. Select the specific Staff Member whose permissions you wish to edit.
5. Click on the Three Dots and choose Edit.
6. Under the Permission section, check the boxes for Manage own calendar and Restrict to own patients only.

Important Note

Implementing these settings will limit your staff’s ability to view patients to only those whom they are actively treating, either through appointments or completed treatment notes.

By effectively managing these permissions, administrators can ensure their practice adheres to privacy best practices while allowing healthcare practitioners to focus on delivering excellent patient care.