User Access to Provider Data

On the Main Menu, click Settings > User. In the left menu, under Practice Links — Users, click User Access to Provider Data

To access this page, the Provider-Based Data Permissions functionality must be enabled for your organization, and you must have the User Admin permission.

1. Display the User Access to Provider Data page: On the Main Menu, click Settings > User. In the left menu, under Practice Links — Users, click User Access to Provider Data.
2. Providers — Select the providers whose data you want to limit access to.
3. Users — Select the usernames whose access you want to limit or update.
4. Departments — You can select departments to limit or update the access of all users in that department.
   Note: You can select departments in conjunction with users.
5. Click Filter.
   The grid of providers and usernames appears.
6. For each username on the left side of the grid, select each provider whose data that user is permitted to access. You can click Check All? to give the user access to the data for all providers shown in the grid.
7. Click Save (located at the bottom of the list).
   The users' access is updated.

The initial view of this page displays three lists that you can use to create a grid of providers and users/departments.

• The Providers list includes deleted providers at the end of the list, highlighted in gray.
• You can select users from the Users list, and you can select all users in a department by selecting one or more departments from the Departments list.

Note: If you select users via the Departments menu, you see all the users that have access to the selected departments. That access is administered on the User Access to Departments page.

After you make your selections, click Filter to display a grid of providers and usernames.

• The list of selected providers appears across the top of the grid.
• The vertical list on the left displays the users and departments you selected in the Users and Departments lists.

Offline reporting and limited access

 

If your practice limits user access to provider data using the User Access to Provider Data page or the User Access to Departments page (or both), you can also filter the results of offline reports based on the recipient's permissions. In other words, you can create a single custom report and send it to many recipients, instead of creating different versions for recipients with different data permissions.

 

To use this feature, access the Report Library, select a report, and then click the schedule link or the modify schedule link. When you schedule a report, you can select the usernames of the recipients and the recurrence of the report. When the report results appear in the user recipient's Report Inbox, the report results include only data for provider groups and providers to which the recipient user has access.