My Access Is Restricted to Patient Records

Issue

Why is the CRM saying my access is restricted when attempting to open a patient record?

Environment

Kipu CRM, Patient Records, Role: Super Users

Resolution

This issue occurs when the patient record in question is listed at a facility that the user does not have access to from their profile. To resolve, please give the user access to the facility.

1. A Super User within your organization can navigate to the user management section by selecting Admin > Security > Manage Users.
   
2. Under User Management, select the desired user name.
   • The user profile modal will appear.
     
3. In the user modal, select the Notifications & Settings tab.
   •  Select Access to Facilities and choose the name(s) of the location to be added from the available list.
   • Click Save Changes. 
     
   • Allow 1-3 minutes for the system changes to go into effect
4. Have the user log back into the CRM
   • They will now have access to open the patient record 

Cause

This issue occurs when the patient record in question is listed at a facility that the user does not have access to from their profile. 

Additional Information

Click here for additional information on user permissions.