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Restricting access to specific encounter notes
Restricting access to specific encounter notes
Updated over a week ago

If a patient requests that you keep a specific encounter confidential from all or some of your clinic members, you can specify who can access those encounter notes. By default, all encounter notes are visible to all users.

📌 Notes:

  • Only the user who sets the accessibility can edit those restrictions. In an emergency, CHR support can override the restrictions set.

  • You require Patient Chart/Encounter Accessibility Controls permission to do this.

You can also restrict access to an entire patient chart (see Restricting access to patient charts).


1. Open the specific encounter note.

2. At the top of the encounter note, click Accessibility.

The Accessible Users window appears.

3. Select the user(s) who can access the encounter and click Save.

If a user does not have permission, and attempts to access it, the following message appears and they cannot access it.

Updated February 9, 2023

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