Restricting Patient Access to a Note

Restricting a note ensures that only the clinician has access to it, preventing the patient from viewing it in the SigmaMD app. Follow these steps to set a note as restricted.

Step 1: Access the Patient Chart

  • Navigate to the Patient Screen.
  • Open the Patient Chart.
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Step 2: Accessing the Note

Option 1: Access Notes Directly from the Patient Chart

  • Click Clinical Notes on the patient chart page.
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  • Select a draft or signed note and click View Note.
  • Click Restrict Patient Access to make the note private.
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  • A lock icon will appear next to the note title in the notes list, indicating it is restricted.
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  • To allow patient access again, click the same button, which will now display Allow Patient Access.
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Option 2: Access Through the Notes Tab

  • Click the Notes tab in the patient chart.
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  • Find the note and click Manage Details.
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  • Follow the same steps as in Option 1 to restrict or allow access.

Patient View

  • Only notes that are not restricted will be visible to the patient in the SigmaMD mobile app.

Setting a note as restricted ensures clinician-only access while allowing flexibility to re-enable patient visibility when needed. For further assistance, contact our support team.