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.

Step 2: Accessing the Note

Option 1: Access Notes Directly from the Patient Chart

• Click Clinical Notes on the patient chart page.

• Select a draft or signed note and click View Note.

• Click Restrict Patient Access to make the note private.

• A lock icon will appear next to the note title in the notes list, indicating it is restricted.

• To allow patient access again, click the same button, which will now display Allow Patient Access.

Option 2: Access Through the Notes Tab

• Click the Notes tab in the patient chart.

• Find the note and click Manage Details.

• 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.