Multiple Practitioner Patient Access Upgrade
We're excited to introduce our latest upgrade that enhances how multiple practitioners can access patient information in your clinic. This update provides more granular control over practitioner permissions while maintaining security and workflow efficiency.
What's New?
Our Multiple Practitioner Patient Access Upgrade introduces two distinct practitioner roles with different levels of patient access, giving you more flexibility in managing your clinic's staff permissions while ensuring patient privacy and data security.
- Practitioner (Full Access): Complete access to all patient records and features
- Practitioner (Limited): Access only to patients they are specifically linked to or have created themselves
- Enhanced Security: Granular control over who can access which patient information
- Flexible Management: Easy role assignment and patient linking
Plan Requirement
This feature is only available with the Growth plan.
New Practitioner Roles
Practitioner (Full Access)
This role provides complete access to all patient information and system features, similar to the previous practitioner role but with enhanced clarity about permissions.
Access Includes:
- Create and manage appointments
- Handle walk-ins
- Access all patient records
- Create and manage invoices
- Manage patient files and documents
- Edit patient information
- View clinic reports
Practitioner (Limited)
This new role provides restricted access, allowing practitioners to work only with patients they are specifically assigned to or have created themselves. Perfect for clinics with multiple practitioners who need to maintain patient privacy boundaries.
Limited Patient Access:
- No default access to patient records
- Gains full patient access only for linked patients
- Can access patients created by themselves
- Can create appointments for assigned patients
- Can handle walk-ins for assigned patients
- Can access records, invoices, and files for assigned patients
- Can edit information for assigned patients
How Patient Assignment Works:
Practitioners with limited access can view patients they are assigned to, which happens automatically when:
- A practitioner creates a patient record themselves
- A frontdesk staff creates a patient and schedules an appointment with a specific practitioner
- A walk-in is created and assigned to a practitioner
- An existing patient is scheduled with a practitioner they haven't been assigned to before
Once assigned, the practitioner gains full access to that patient's records, appointments, invoices, and files.
Existing Roles & Permissions
| Role | Staff Management | Clinic Billing & Reports | Patient Access | Service and Product Setting Access |
|---|---|---|---|---|
| Owner | ✓ Manage staff | ✓ Account billing & reports | ✓ All patients | ✓ Full access |
| Admin | ✓ Manage staff | ✓ Clinic reports | ✓ All patients | ✓ Full access |
| Practitioner (Full Access) | ✗ No staff management | ✓ Clinic reports | ✓ All patients | ✗ No access |
| Practitioner (Limited) | ✗ No staff management | ✗ No billing access | ✓ Linked patients only | ✗ No access |
| Frontdesk | ✗ Cannot manage staff | ✗ No billing access | ✓ All patients | ✓ Full access |
Understanding Billing Permissions
Benefits of the New System
Enhanced Security
Practitioners with limited access can only view and modify patient information for patients they are specifically assigned to, ensuring better privacy protection.
Flexible Management
Clinic owners can easily assign practitioners to specific patients, allowing for better workload distribution and patient-practitioner relationships.
Compliance Support
The granular access control helps clinics maintain compliance with privacy regulations by ensuring practitioners only access patient information they need.
Clear Role Definition
Each role now has clearly defined permissions, making it easier for clinic administrators to understand and assign appropriate access levels.
How to Use the New System
Assign Practitioner Roles
When creating or editing practitioner accounts, choose between "Full Access" or "Limited" based on your clinic's needs.
Link Patients to Practitioners
For Limited Access practitioners, assign specific patients to them through the patient management interface.
Monitor Access
Use the admin dashboard to review and adjust practitioner-patient relationships as needed.
Ready to Upgrade Your Clinic Management?
The Multiple Practitioner Patient Access Upgrade is now available to all Aura Cure users. This enhancement provides better security, clearer role definitions, and more flexible patient access management for your clinic. Log in to your account to start using these new features today.