In development4 min read
RL Health client portal permissions
Control what clinical clients can view, sign and upload.
This is a product-direction guide. Described features may not be available yet.
Overview
Control what clinical clients can view, sign and upload.
Step-by-step
- Identify which items a client should be allowed to access.
- Review the portal permissions for the client role.
- Test access with a separate fictional client account.
- Attempt a disallowed record access to verify denial.
Important checks
- A client must not see another client's records.
- Never include internal notes in public booking confirmations.