Control access to patients

Choose who can see contact details and financials, or merge, export and archive patient records.

Table of Contents

The Clients group protects patient records.

View clients, and See client phone numbers and emails.
Create clients, Edit clients, Archive clients and Delete clients.
Merge duplicate clients, Import clients and Export clients.
View client communications and View client financials.

Medical content has its own Medical records group. Limit export and delete to as few people as possible.

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