This module allows you to manage access to your restricted notes (either created by you or that you've been given access to).
Important: This module is primarily for Psychology
practices. Restricted notes can only be created for psych-specific
or related data. No other practices can create restricted notes, but
other providers may be granted access using this module.
This module displays four tabs that allow you to perform the following tasks:
Delegate - Allows you to delegate view-only access to your restricted notes to one or more colleagues or other LMR providers.
Transfer - Allows you to entirely transfer ownership of your restricted notes to one or more colleagues or other LMR providers. This option should only be used if you are leaving the practice, retiring, or for any other reason you wish to cede rights to your restricted notes.
Del/Trans Report - Displays a transaction-by-transaction listing of your previous use of these function.
Authorized Delegations - Displays a list of active delegations you've been granted by other providers (instances when other providers have allowed you to see their restricted notes).