Welcome to the GoRev Administrative Setting up Restricted Access Tutorial. This tutorial will guide you through the process of setting up a new location, utilizing a custom location during patient registration, setting up a custom user with permissions restricted to this new location, and removing access from users' accounts.
This type of setup can be useful to grant outside entities access to their specific patient accounts. It is your responsibility to grant access to patient information. Patient information is strictly regulated by HIPAA, so please ensure that you have HIPAA controls in place as well as appropriate staff training.
In the event that you would like to setup a New Location for Restricted Access, please begin by navigating to the Configuration drop-down menu present in the System Management section of the Admin tab. Then, click on the Locations option present on your screen.
Once the Location Directory window has launched, please select the + button in the top right corner of the location Directory window.
At this point, fill in the required New Location fields and click Save New Location to successfully create the new location.
The New Location should now be present on your device. To continue, please fill in any fields necessary to complete the New Location process. Once you have created the required location, you may assign this Custom Location, or any Existing Location, to all users whose access you wish to restrict. All Users whose access is restricted to this location, will only be able to access patient information for patients assigned to this location.
The new location will be available for use immediately after creation. You will have the ability to set a patients account to this location during the creation of a New Visit or in the Patient Overview window. In order to set a patients account to the restricted location during a New Visit, please utilize the Visit Location drop down provided.
You will also have the ability to change the Visit Location in the Patient Overview window by utilizing the Visit Location field present in the Visit section of the Patient Overview window.
In order to create a new User Account, first, begin by navigating to the Users button located in the System Management section of the Admin tab.
Once the User Management window becomes visible, you may create a new User Account by utilizing the New User button provided.
At this point, the New User window should be present on your device. Please enter any information required in order to create the New User's account and select the Create User button.
Now, in order to restrict User Access for a New User's account, please begin by opening the newly created patient account in the User Management window.
Once visible, please enter the Required Location or Locations into the Location Access field provided. If you wish to Restrict Access to more than one facility, please utilize the Location Access field(s) that correspond to the required facility or facilities needed.
Now, in order to save the changes made on the User Account please select the Save Changes button in the bottom right corner of the User Management window.
At this point, the User's Account will be successfully restricted to patient accounts assigned to the provided location. Any user or user's with restricted access will not be able to conduct a search, or advanced search for any patient's not located in the Provided Location.
Note: You may also restrict location access to Existing User Accounts by locating the correct User Account and following the steps detailed above.
If you have any additional questions or concerns regarding this tutorial, please contact the GoRev Support Team by phone at (317) 794-3900 or by email at firstname.lastname@example.org
Note: Always submit an IT Support Ticket detailing the problem that you are experiencing with this portion of GoRev, if possible, as this will give GoRev Support Agents access to information that will help expedite the resolution of your issue. If you are unsure how to submit an IT Support Ticket in GoRev, please see the IT Support Ticket Creation tutorial for assistance.