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Status Future consideration
Categories Clients & Groups
Created by Guest
Created on Aug 25, 2022

RELATED IDEAS

Prevent staff from viewing a specific client

Allow me to lock a specific client's profile that prevents other staff from viewing their information. Sometimes we may get a client that one of us knows personally, and we don't want to change everyone's permission but just prevent them from viewing that one client.
App Type TheraNest App
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  • Guest
    Reply
    |     Aug 23, 2022
    when a new client comes through who a staff member knows personally, it would be nice to be able to lock that specific clients account and info to that specific staff member. different from the theranest settings and permissions. this would be specific to a client and theranest user login.
  • Guest
    Reply
    |     Mar 15, 2019
    There needs to be an easier way to restrict an employee from seeing a clients chart. We have one employee that is related to a client and we want to stop just the access to that clients chart. Can we make this possible?