Document Access Tab

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Document Access Tab

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UG_Doc_Access

Under the Document Access tab, you can restrict access to different statuses and review queues.  For Site Users, it is best practice to not give access to these statuses:  On Review and All.

 

ACCESS RULES:  If the Report Access Level is set to Full, the user group will have unlimited access to documents.  If it is set to Typed, the user group will only be able to see documents that they typed.  If a value is configured under Report Access Days, the user group will be able to see documents for that many days in the past.  If a value is configured under Report Edit Days, the user group will be able to edit a document for that many days in the past.

If Users are providers, restrict access to only reports they are listed on:  If this is selected, the providers will see reports that they are listed as the dictating, attending, referring, consulting, and/or copied on.