Security Policy - Patient Certificates

Allows users to search for patients and access their record page. The only actions this permission enables on the Patient's Record page are: Collaborate, Assign Task, Contact patient via Email or SMS, view Appointment History, write in their Message Feed.

(Please note - This permission also requires granting the View Company Summary Record governed by the Company Policy.)

Adds users' ability to view the patient's Medical History and navigate to an individual Appointment Home Page. Also adds users' ability to visit the Documents section on the patient's record.

(Please note - Viewing and interacting with individual documents requires permissions on the Document Policy assigned to respective documents e.g. View document - to view document list; Download document - to see document preview etc.)

Adds users' ability to log information in the patient's Medical History, navigate to an individual appointment's Consultation page and add/remove information on a Clinical Form.

Adds users' ability to book an appointment for a patient via Schedule, via Slot Finder and book a Walk-in Appointment.

(Please note - This also requires the View Company Charge-bands and Service Prices and the View Services permissions granted on the relevant Company Policy.)

Adds users' ability to request Pathology from the respective laboratory.

(Please note - This also requires the permissions to View Patient Demographic and Modify Patient Medical Record granted on the relevant Patient Policy.)

Adds users' ability to refer the patient to an internal or external specialist.

(Please note - Completing a referral also requires the View Document and Modify Document permissions granted on the relevant Document Policy.)

Adds users' ability to view the activity on the Patient Record e.g. page views, changes to the record etc.

Adds users' ability to delete a patient's record.

(Please note - Deleting a patient's record does not permanently remove it, but rather changes the status of the record to 'Deleted'. Deleted records can be restored.)

Adds users' ability to prescribe a drug to the patient during a consultation.

(Please note - Only a Medical Person can prescribe drugs.)

Adds users' ability to view the Patient's referrals.

(Please note - This also requires the View Company Referrals permission granted on the relevant Company Policy.)

Adds users' ability to view the patient's contacts.

Adds users' ability to add, edit or remove patient's contacts.

Adds users' ability to permanently remove a patient record after it had been 'Deleted'.

(Please note! Wiping a patient involves permanent loss of data. If done by mistake, please contact Meddbase support immediately.)

Adds users' ability to share messages written in the message-feed on the patient's Record page with the patient via the Patient Portal and/or with the employer via the Referral Portal.

Adds users' ability to merge duplicate patient records.

(Please note - Duplicate records are identified based on First Name, Surname and DOB matching. Record merge is permanent.)

Adds users' ability to view Case Names in the 'Eligibility and Cases' section of the patient record.

(Please note - If the View Patient Medical Record permission is granted, it supersedes this permission and allows viewing Case Names along with the rest of the medical history.)

Adds users' ability to close an open case along with all related episodes (clinical forms).

Adds users' ability to re-open a closed case, thus restoring the ability to edit episodes related to the case.

Adds users' ability to share various elements of the medical history timeline with the patient via the Patient Portal.

(Please note - Sharing documents with the patient via the Patient Portal or the patient's employer via the Referral Portal is governed by the Can Share Documents With Patient/Employer permission on the relevant Document Policy.)

Adds users' ability to view patient's prescriptions.

Adds users' ability to assign this policy to a patient record.

(Please note - Having this permission granted on a Patient Policy is necessary for creating patient records.)

Adds users' ability to un-assign this policy and switch over to an alternative certificate.

(Please note - This requires the Can Assign Policy permission granted on the alternative certificate.)