Enable Restricted Visibility Mode
Restrict staff to only see records assigned to them (HIPAA minimum-necessary compliance).
Prerequisites
- ClinicAdmin or OrganizationAdmin role
Understanding Visibility Modes
| Mode | Behaviour |
|---|---|
| OPEN (default) | All staff with module permission see all records in their clinic |
| RESTRICTED | Staff only see records assigned to them. ClinicAdmins always see all records. |
Steps (Clinic Level)
- Navigate to Clinic Settings → Privacy & Compliance.
- Set Record Visibility Mode to
RESTRICTED. - Save.
- Staff will now only see patients, leads, and appointments assigned to them.
Steps (Organization Level)
- Navigate to Organization Settings → Privacy & Compliance.
- Set Record Visibility Mode to
RESTRICTED. - Save.
- All clinics in the organization are now in restricted mode — individual clinics cannot override this.
What’s Affected
- Patients (via session assignedTo or direct assignment)
- Leads (assignedTo)
- Appointments (assignedTo)
What’s NOT Affected
- Catalog items and Treatment Kits (always visible to all staff with catalog permission)
- Invoices (follow session visibility)
Important Notes
- ClinicAdmins always see all records regardless of mode.
- Organization-level RESTRICTED overrides any clinic-level OPEN setting.
- Changing the mode does not modify any record assignments — it only changes query filtering.