Chart access

Open My Clinic → Data Security, then the Chart Access tab. A red dot on Data Security and on the tab means a new request is waiting. It clears when you open the tab. Practitioners do not see this tab. Owner, Super Admin, and Admin can approve requests. The permission is Approve chart access requests.

Practitioners can open notes, forms, memos, and files for clients they have treated. For anyone else, that part of the chart shows This chart is limited.

When a practitioner asks

1. They write a short reason under Why do you need access?
2. They choose Request access.
3. Approvers get a notification, Chart access requested.

The queue starts under Requests. If nothing is waiting, it says No requests waiting.

Approve or deny

Each request shows the practitioner, the client, and the reason.

1. Under Access for, choose 3 days, 7 days, 30 days, or Forever. The list starts at 7 days.
2. Choose Approve or Deny.

Forever lasts until someone revokes it. A timed approval also ends on its date.

End access early

Approved access is listed under Active access. A timed approval shows the end date. Forever shows Until revoked. Choose Revoke to end it immediately. If nothing is active, the page says No active grants.

There is no way to open a chart without a treatment relationship or an approval.