ICANotes Chart and Note Security:
Chart Security:
Background: In a typical group practice all staff members, both clinical and non clinical, have access to patient's charts and can read the notes in the chart and make new notes. This is necessary and desirable when there are multiple clinicians treating the patient, when clinicians cover for one another, and when non-clinical staff must leave messages in the chart, print notes, record prescriptions called-in, etc.
In ICANotes this is Default Chart Security. (see below)
In some group practices where, for example, independent practitioners share some office and administrative functions but otherwise maintain private or separate practices, it is often desired that the entire chart be inaccessible except to clinicians who are assigned to that case.
In ICANotes this is Complete Chart Security. (see below)
Default Chart Security is the security automatically set in ICANotes. It means that everybody with an ICANotes username and password can go to the Chart Room and then go to the face of a patient's chart. They can go to the finished note and print it. They can go to the demographic section and make changes or add information. They can make a new clinical note or non-clinical note, such as a message.
Extra Privacy: An extra security setting called Extra Privacy can be created for certain charts by an Assigned Provider. This setting creates a password that is required when a non Assigned Provider attempts to access the chart. Assigned Providers will not be asked for this password.
Extra Privacy might, for example, be used when the patient is a celebrity or a public figure or any time a stricter level of confidentiality is desired.
Extra Privacy can be set in the Demographics section of the patient chart.
Please note: The Group Administrator has the ability to access a password protected chart without entering the password. This is a safeguard in case the clinician in custody of the password is not available and there is an emergency which requires that the password protected chart be accessed.
Under Default Chart Security the only reason to assign providers to the case is to allow access under Extra Privacy. Staff can be made Assigned Providers in the demographics section of the chart at the bottom under the heading "Assigned Providers." Staff can also be assigned to a case by the Group Administrator from the Settings and Directories section of the program, Caseload tab.
Complete Chart Security: With this security setting in place only certain members of the group can access certain charts. Of course, if individuals cannot access a chart then they cannot print any notes in that chart, cannot make changes in the demographics section, and cannot make a clinical note or a message to leave in the chart. If a staff member does not have the privilege to see a chart they will also not be able to view or print finished notes from a report.
Under Complete Chart Security the privilege to access a chart is limited (with one exception) to Assigned Providers. Staff can be made Assigned Providers in the demographics section of the chart at the bottom under the heading "Assigned Providers." Staff can also be assigned to a case from the Settings and Directories section of the program, Caseload tab.
Please note that the person who first creates a chart is automatically an Assigned Provider. That person must indicate who else is an Assigned Provider, so that those additional staff will be able to access and enter the chart. Any Assigned Provider can assign others to access the chart.
The exception mentioned above is for individuals designated as a Group Administrator. A Group Administrator has access to all patient's charts. Individuals can be designated (or removed) as Group Administrators by contacting ICANotes support.
When there is a search for a patient, a schedule is printed, or certain reports are created under Complete Chart Security the names of non assigned patients and some demographic information will be visible. However, the chart cannot be accessed from the report or schedule and notes of non assigned patients cannot be printed.
If your group desires Complete Chart Security, please contact our Support Desk at support@icanotes.com.
Note Security:
Please Note: The following is a change. Heretofore, a note's owner or anyone assigned to a case could enter the work area of an existing note. This is not longer the case. Please see below.
With two exceptions, the only person, clinical or non clinical, who can have access to the work area of an existing note is the clinician who created the note: the "owner" of the note. (The owner of the note can be changed at the bottom of Finish Initial or Progress Note Part 2) The first exception to this rule are instances where supervision is involved, in which case both the owner of the note and the supervisor may enter the work area of the note, work on the note, and co-sign it. A supervisor can be designated by the Group Administrator in the Settings and Directories section of the program, Personal Info tab.
Treatment Plans are another exception to the rule that only the owner of a note can enter a note's work area. Nobody "owns" a Treatment Plan and all staff can enter the work area of a Treatment Plan under Default Chart Security. Under Complete Chart Security all Assigned Providers can enter the Treatment Plan.
Additional New Security Settings:
Calendar and Patient Accounts: By default these sections of the program are accessible to all staff. However, access to these areas can be limited to only certain personnel. If you wish to limit access to these areas please contact ICANotes Support.
Chart Security:
Background: In a typical group practice all staff members, both clinical and non clinical, have access to patient's charts and can read the notes in the chart and make new notes. This is necessary and desirable when there are multiple clinicians treating the patient, when clinicians cover for one another, and when non-clinical staff must leave messages in the chart, print notes, record prescriptions called-in, etc.
In ICANotes this is Default Chart Security. (see below)
In some group practices where, for example, independent practitioners share some office and administrative functions but otherwise maintain private or separate practices, it is often desired that the entire chart be inaccessible except to clinicians who are assigned to that case.
In ICANotes this is Complete Chart Security. (see below)
Default Chart Security is the security automatically set in ICANotes. It means that everybody with an ICANotes username and password can go to the Chart Room and then go to the face of a patient's chart. They can go to the finished note and print it. They can go to the demographic section and make changes or add information. They can make a new clinical note or non-clinical note, such as a message.
Extra Privacy: An extra security setting called Extra Privacy can be created for certain charts by an Assigned Provider. This setting creates a password that is required when a non Assigned Provider attempts to access the chart. Assigned Providers will not be asked for this password.
Extra Privacy might, for example, be used when the patient is a celebrity or a public figure or any time a stricter level of confidentiality is desired.
Extra Privacy can be set in the Demographics section of the patient chart.
Please note: The Group Administrator has the ability to access a password protected chart without entering the password. This is a safeguard in case the clinician in custody of the password is not available and there is an emergency which requires that the password protected chart be accessed.
Under Default Chart Security the only reason to assign providers to the case is to allow access under Extra Privacy. Staff can be made Assigned Providers in the demographics section of the chart at the bottom under the heading "Assigned Providers." Staff can also be assigned to a case by the Group Administrator from the Settings and Directories section of the program, Caseload tab.
Complete Chart Security: With this security setting in place only certain members of the group can access certain charts. Of course, if individuals cannot access a chart then they cannot print any notes in that chart, cannot make changes in the demographics section, and cannot make a clinical note or a message to leave in the chart. If a staff member does not have the privilege to see a chart they will also not be able to view or print finished notes from a report.
Under Complete Chart Security the privilege to access a chart is limited (with one exception) to Assigned Providers. Staff can be made Assigned Providers in the demographics section of the chart at the bottom under the heading "Assigned Providers." Staff can also be assigned to a case from the Settings and Directories section of the program, Caseload tab.
Please note that the person who first creates a chart is automatically an Assigned Provider. That person must indicate who else is an Assigned Provider, so that those additional staff will be able to access and enter the chart. Any Assigned Provider can assign others to access the chart.
The exception mentioned above is for individuals designated as a Group Administrator. A Group Administrator has access to all patient's charts. Individuals can be designated (or removed) as Group Administrators by contacting ICANotes support.
When there is a search for a patient, a schedule is printed, or certain reports are created under Complete Chart Security the names of non assigned patients and some demographic information will be visible. However, the chart cannot be accessed from the report or schedule and notes of non assigned patients cannot be printed.
If your group desires Complete Chart Security, please contact our Support Desk at support@icanotes.com.
Note Security:
Please Note: The following is a change. Heretofore, a note's owner or anyone assigned to a case could enter the work area of an existing note. This is not longer the case. Please see below.
With two exceptions, the only person, clinical or non clinical, who can have access to the work area of an existing note is the clinician who created the note: the "owner" of the note. (The owner of the note can be changed at the bottom of Finish Initial or Progress Note Part 2) The first exception to this rule are instances where supervision is involved, in which case both the owner of the note and the supervisor may enter the work area of the note, work on the note, and co-sign it. A supervisor can be designated by the Group Administrator in the Settings and Directories section of the program, Personal Info tab.
Treatment Plans are another exception to the rule that only the owner of a note can enter a note's work area. Nobody "owns" a Treatment Plan and all staff can enter the work area of a Treatment Plan under Default Chart Security. Under Complete Chart Security all Assigned Providers can enter the Treatment Plan.
Additional New Security Settings:
Calendar and Patient Accounts: By default these sections of the program are accessible to all staff. However, access to these areas can be limited to only certain personnel. If you wish to limit access to these areas please contact ICANotes Support.