To improve data security and streamline user experience, we have introduced location-based restrictions across various modules in CareStack. These changes ensure that users only access data relevant to their specific locations at the account level.
This article outlines the specific touchpoints for users where these location-based restrictions have been implemented. Let's explore the details.
| Note: Location-based restrictions are not applied at the patient level view. Users will continue to have full access to all information in sections like Ledger or Completed Procedures, preserving the existing functionality. |
| Key Modules and Sections Impacted by Location-Based Grid Restrictions |
| Module | Location Grid Touchpoints |
| Practice Settings | Practice Settings > Office Wizard > Forms & Letters |
| Platform | Practice Settings > Administration > Users |
| Reporting & Analytics | Insights > Scorecards |
| Patient Services | Homepage > Online Appointments |
| Patient Services | System Menu > Online Appointments |
| Patient Services | Practice Settings > Portal > Patient Connect |
Patient Engagement | System Menu > Patient Engagement > Dashboard |
| Clinical | Practice Settings > Facility |
| Clinical | Practice Settings > Fee Tables > Assignments |
| Clinical | Practice Settings > Clinical > Care Notes |
| Clinical | Lists > Recalls |
| Clinical | Lists > Unscheduled Treatments |
| Clinical | System Menu > Practice Providers |
| Scheduler | Add Clipboard Slider |
| Scheduler | Patient Overview > Appointments > Clipboard |
| Scheduler | System Menu > Appointments List > Clipboard |
| Scheduler | Practice Settings > Scheduler > Holidays > Location |
| Scheduler | Practice Settings > Scheduler > Working Hours > Location |
| Scheduler | Practice Settings > Scheduler > Account Filters |
| Scheduler | Practice Settings > Labs |
| RCM | Practice Settings > Referral Sources |
| RCM | System Menu > Referral Providers |
| RCM | System Menu > Completed Procedures |
| RCM | System Menu > Payments |
Practices can use this quick guide for an overview of the touchpoints where account-level location-based restrictions apply, ensuring users access only the data relevant to their assigned locations.