Configure default patient access
Decide what everyone can see by default, when a patient has no specific access set.
Table of Contents
On Team, Visibility, click Default Settings. These apply to the Default Group, which includes everyone not in another group.
Set Clients and Leads under Access Settings Configuration and click Save. Start open and tighten where needed, since overly strict rules can stop staff finding the patient in front of them.
Up next
Next, read Set a default homepage.