1. Halaxy Help Guide
  2. Patient Management
  3. Patient Details

Revoke practitioner access to a patient

By default, any practitioner with invoice and appointment history with a patient is automatically added to the patient's practitioner relationships. If you need to remove that practitioner's access to the patient's profile, all you need to do is change their access type to Revoked.

Revoked access means:

  • A practitioner can no longer view or access the patient's profile.

  • A practitioner can no longer locate the patient's profile anywhere on Halaxy.

  • The practitioner's invoice and appointment records with the patient remain intact, and can still be accessed by account owners and users with full access to the patient.

This setting keeps your record history intact and accurate while giving you full control and flexibility over access to patient information.

Block practitioner access from an individual patient profile

  1. Open the patient's profile.

  2. Under the Practitioner Relationships section, click Edit.

    Patient-Profile-Access-AU.png

  3. Next to the practitioner's name, set Access Type to Revoked.

    Patient-Profile-Access2-AU.png

  4. Click Save.

This practitioner can no longer access this patient's profile.

Updated

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