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Manage patient access

Choose who can view a particular patient record, for VIP or sensitive patients.

Table of Contents

Go to Team, Visibility, and open Manage Client Access.

  • Search for the patient.

  • Who Has Access? shows the current list, plus their Primary Owner.

  • Click to change access, choose Staff member and click Apply.

  • Use Bulk actions for many patients at once.

Up next

Next, read Create and manage teams.