PatientInbox Access Levels

Restrict which SmartForm Submissions a User can process through the PatientInbox

Special Category Data under GDPR

As the Patient Inbox processes Special Category Data (health data) under GDPR you are able to restrict which SmartForm Submissions a user can process, so that you have more granular controls.

  • As you need to audit access to Special Category Data at user level generic emails accounts and shared user accounts should not be used

To achieve the different access levels you will need to work with custom User Access Levels

You will need to create a custom User Access Level for each requirement and this will need at least the PatientInbox added as a module. You may also want to grant access to other Modules.

Creating and Managing User Access Levels

For example you could create three User Access Levels and remember to give it a name that is helpful to you

  • PatientInbox - Registrations
  • PatientInbox - Complaints
  • PatientInbox - Prescriptions

Once created you can then specify which SmartForm Submissions this User Access Level has access to.

When you add the PatientInbox Module to the custom User Access Level there is an additional option within the displayed module.

SmartForm Submission Restriction

Filters This is the SmartForm Filter Tool

It will give you access to the following screen

SmartForm Filters

You can then remove or select from the dropdown any of the SmartForms you wish to include