Create a separate permission that allows a staff member to delete documents that have been uploaded to a client's General Documents or Clinical Documents.
I have begun to utilize the documents upload in Staff profiles to put their State ID, Social Security, License information, etc since Theranest is HIPPA protected and secure. I notice that staff can not only upload documents to their file, but also delete documents. I tested this in my non administrative/therapist portal. I uploaded a document to my staff profile and then deleted it.
Staff should be prevented from deleting their documents or any other documents including client documents uploaded(i.e. insurance card, ID, and any intake forms completed). The last thing we want is for documents to disappear and not have it anywhere else. I do not want to have to have a duel system for saving documents or store their documents on my computer. I would also prefer to not have any paper files and keep everything electronic.
As of now, all staff has permission to upload and delete files. As an administrator, our office would like to ensure staff does not have the ability to delete whether intentionally or unintentionally documents from The general documents tab and clinical documents tab. It also would be advisable to allow permissions to be changed to allow office administration staff to have access to edit clients but NOT delete them. There is always a possibility of a disgruntled staff member deleting all clients and files.
