Granting Access to Records - Patient Window - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - external - OnBase/Patient-Window/Foundation-23.1/Patient-Window/Patient-Window-Administration/Grant-Record-Access/Granting-Access-to-Records - 2025-04-01

Patient Window

Platform
OnBase
Product
Patient Window
Release
Foundation 23.1
License

To grant a user access to a record:

  1. Search for the patient using either Patient Search or Scheduled Patient Search.
  2. Select the patient in the search results list.
  3. Click the Grant Patient Access button.
  4. Under Available Users, select the users who require access to this patient's record. Only select users who should have the same period of access.

    To filter the list of available users, type part of the user's name in the field above the list.

  5. Click the Add arrow to add the users to the Selected Users list.
  6. Set the From Date and To Date to the duration the users should be allowed to access the record.
    • Access to the patient record begins on the From Date and expires on the To Date.

    • If a To Date is not specified, the users' access will never expire.

    • To grant access for a single day, enter the same date in both the From Date and To Date fields.

    • These dates apply to all users currently in the Selected Users list. Ensure only users who require the same period of access are currently selected.

  7. If necessary, select the Reason you are granting users access. If you select Other, type the explanation in the Other Reason field.
  8. Click Save. The selected users are removed from the Selected Users list.
    • If necessary, repeat this procedure to grant access to other users.

    • To revoke a user's access to this record, see Revoking Access to Records.