Restricting notes access to specific users

By default, notes can only be seen by their author. To allow more staff / practitioner to view the note you are recording, make sure to select their names when recording the note.


Team menu->Health->Pencil Note icon->'Who can see note' link


Restricting questionnaires

It is possible to restrict the access to questionnaire results to only users with permission to access medical data (user types: account owners, administrators, medical and manager).


This restriction is set by activating the 'medical' and 'key' icon located in the note section, test battery and questionnaire settings.


Global Settings menu->Questionnaires->Edit questionnaire icon->Key | Medical icon


Restricting test batteries

It is possible to restrict the access to test batteries to only users with permission to access medical data (user types: account owners, administrators, medical and manager).


Global Settings menu->Assessments->Test batteries ->Medical icons

Restricting specific tests

It is possible to restrict the access to testresults to only users with permission to access medical data (user types: account owners, administrators, medical and manager).


Global Settings menu->Assessments->Test batteries ->Edit battery icon->Key icons