The Medical permission restricts access to medical-related field data and associated notes, activities, and emails, and is commonly used alongside other permissions to protect sensitive health information.
💡Quick Answers
- What does the Medical permission unlock in Search & Reports? The ability to search on and display columns for field data grouped under the Medical grouping.
- What does the Medical permission unlock on contact records? Medical-grouped field data on the Enrollment tab (which also requires Enrollment permissions), plus notes, activities, or emails tagged with the Medical visibility permission.
- Is the Medical permission typically used alone? No, Enrollment permissions are also required to view Medical-grouped fields on the contact record since they appear under the Enrollment tab.
- Who can configure Medical permissions? Any System Admin can enable or disable permissions via Settings > Portal > Admin Portal Accounts.
Medical Permissions
The Medical permission option provides access to:
Search & Reports
- Searching or displaying columns for field data that is grouped under the 'Medical' grouping.
Contact Record
- Field data that is grouped under the 'Medical' grouping within the Enrollment tab. Note: Enrollment Permissions are also required to view these fields on the contact record, as they are under the Enrollment tab.
- Notes, Activities and Emails that either have no visibility permissions set within the Recent Activity section, or that have the 'Medical' visibility permission set.
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