If a patient requests that you keep their medical records confidential from all or some of your clinic members, you can specify who can access the patient's chart. By default, patient charts are visible to all users.

In an emergency, restricted users who have the Patient Chart/Encounter Accessibility Controls permission can still view private charts, but they must state the reason for the override. This entry is saved in the patient's chart, with a red icon within the Recent Activity section, making it easy to see from the patient dashboard if someone "broke the glass" (see Reviewing recent activity). Users who do not have this permission cannot break the glass, even in an emergency situation.

Recent Activity section with red icon.

You can also restrict access to only specific encounter notes (see Restricting access to specific encounter notes).


1. Open the patient chart.

2. Click the patient avatar to open the patient dashboard, and in the patient header, click Update Information.

3. In the Update Patient window, click the Accessibility tab.

4. Select the user(s) who can access the chart and click Save.

If a user does not have access to a patient chart and attempts to access it, the following message appears.

Updated March 16, 2022

Did this answer your question?