Who can view patient notes?

Which notes a staff can view and edit depends on their role and permission.

Permissions for each role are as follows:

Write

  • Only the note author can edit a note.

Read

  • Owners and Admins can view all notes.
  • Managers can view notes made by the staff they manage.
  • Other staff can only view their own notes.

We are continually working on ways to fine-tune these permissions, to allow easier collaboration within your team and make your experience with Upvio pleasant and efficient.