NextGen Knowledge Center

Document PHI Restrictions

The Restrictions displays shows what PHI is restricted and from whom it is restricted.

  1. In the Restrictions grid, double-click to open the IORTSRestrictions template.
    IORTS Restrictions window

  2. Enter the Date.
  3. Select the an option to indicate whether the PHI is restricted from an Individual or in General.
  4. Click the Restriction field to select what information is restricted from a multi-pick picklist.
  5. Click Save.
  6. Click Close.
    The information you entered is shown in the Restrictions grid.