Patient Access by User/Resource

Patient Access by User/Resource


The Patient Access by User/Resource is most commonly used when Providers are directly using the System Calendar.  If these Users are restricted from seeing the schedule of some Providers, they can be further restricted to only seeing their "Assigned Patients" when searching for a Patient.


Criteria Needed for Functionality

  • The User is linked to the Resource.
  • A Provider is linked to the Resource.
  • The Patient has that Provider selected for the Assigned and/or Additional Provider.

For Users working with multiple Providers, the 'Additional Provider' System Setting allows for this flexibility.


System Setting

Add the System Setting to display the Additional Providers field on the Patient Demographic screen.

  • From Admin on the Left Side Menu, select System Settings.
  • On the Category menu, select Patient.
  • ADDITIONALPROVIDERS - ADDITIONALPROVIDERS
  • --- is default (off)
  • Yes (On)
  • No (Off)


Add/Remove the Permission on the User

  1. From Admin on the Left Side Menu, select User Maintenance.

  1. Select the User ID.

  1. Enter your System Password.
  2. Select Submit.

  1. Expand System Permissions.

  1. Expand Patients.
  2. Expand Patient Registration.
  3. Select/Deselect Access All Patients.
  • The System Default is to Access All Patients. To remove the Permission, deselect the check box.
  • If unchecked, Users can only access patients they are allowed to see.


User's Access to Resources

Before saving the User Maintenance screen, select the specific Resources for this User.

  • The User has access to all Calendar Resources.
  • Select the All Resources checkbox.

This is the display after selecting All Resources.

  • The User has Access to specific Calendar Resources.
  • Select the Resources that this User can access.
  • Select Save [F2].

Assigned/Additional Providers on the Patient Demographics Screen

If the Assigned Provider and Additional Provider fields are blank, the User(s) will have access to that Patient. There must be a designation of Assigned and/or Additional Provider for the Patient Access by User/Resource function to work.


The Provider is linked to the Corresponding Resource

  • Scheduling > Schedule Setup > Resource Tab
  • Resource will have a Provider listed in the Rendering column if linked.

  • If a Provider is not linked:
  1. Select the Resource ID.

  1. Use the Lookup icon to select a Provider.
  2. Select Save [F2].


Why can I not find a Patient that is in the System?

  • If the User is linked to a specific Resource that does not link back to a given Patient, the User will not be able to find that Patient in the Patient Lookup.
  • Example 1: The User is linked to Dr. A in User Maintenance, but Dr. A  has not been linked to the Patient.
  • Example 2: The User is linked to Dr. A in User Maintenance, but Dr. A has not been linked to the corresponding Resource.
  • If the Patient is linked to an Assigned Provider, and the Provider is linked to a Resource, but the User is not linked to the Resource, the User will not find that Patient.
  • Example: The Assigned Provider, Dr. A, is linked to the Patient. and Dr. A is linked to Resource, PAK, but the User does not have Resource, PAK, checked in User Maintenance.


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