Enabling Restricted Charts

The restricted charts feature enables you to mark certain charts as sensitive. If you have VIP or high-profile patients, you can mark their charts as "restricted." The restricted status does not prevent practice users from opening the charts, but warns them that the chart is restricted and creates an audit log of all actions and views within the chart.

  1. Log in to the Eyefinity EHR web application as an administrator.
  2. Locate and expand the Firm Facilities and Chart Segmentation section and click the Manage Chart Segmentation button.
  3. Enter the text you want to display to users accessing a restricted chart and click Save.
  4. Click the User drop-down, type the first few letters of a staff member's first or last name, and select the staff member from the autocomplete list.

    The staff member's name is added to the list of users who can manage restrictions below.

  1. Log in to the Eyefinity EHR web application as an administrator.
  2. Locate and expand the Firm Facilities and Chart Segmentation section and click the Manage Chart Segmentation button.
  3. Perform the following actions as needed:
    • Click the User drop-down and type the first few letters of a user's fist or last name and select the user from the autocomplete list.

      The user's name is added to the list of users who can manage restrictions below.

    • Click Remove next to a user's name to disallow that user from restricting charts.
  1. Log in to the Eyefinity EHR web application as an administrator.
  2. Locate and expand the Firm Facilities and Chart Segmentation section and click the Manage Chart Segmentation button.

  3. Click the Edit Message button.

  4. Enter the text you want to display to users accessing a restricted chart and click Save Message.
  1. Log in to the Eyefinity EHR web application as an administrator.
  2. Locate and expand the Firm Facilities and Chart Segmentation section and click the Manage Chart Segmentation button.

  3. Click the Event Log tab.

  4. Enter any search criteria as needed to filter the list and click Apply Filters.

    The event log displays a list of activity associated with restricted charts, including when the charts were marked as restricted. The event log lists the charts that were accessed, who accessed them, the start and end times of access, and the reasons given or accessing the charts. If a restriction is later removed from a chart, the activity recorded while the chart was restricted remains in the event log.

To learn more about restricting or removing restrictions from individual charts, go to Restricting High-Profile (VIP) Patient Charts.