- Login to the platform
- Navigate to Settings -> Access Management
- Select the Patient role from the list of roles to the left
- To toggle on/off areas of the Client Profile you will need to select the "enable" or "disable" button next to the following:
- Client Profile-Documents
- Client Profile-Appointments
- Client Profile-Medications
- Client Profile-Problems
- Client Profile-Allergies
- Client Profile-Vital Sign Events
- Client Profile-Family History
- Client Profile-Risk Factors
- Client Profile-Procedures
- Client Profile-Immunizations
- Client Profile-Statuses
Note: If you are updating this for the role level you are logged in to (for example Provider-Admin) each time you make a change the page will refresh, please be sure to check that the role access type is still the same as it will likely default back to 'Support Staff' after each refresh.
Once the changes are complete, you will need to log out and log back into the platform to see the changes implemented.
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