Associations Tab

System Administrator Help

Limit Access to Patient Records

Four methods help you meet Health Insurance Portability and Accountability Act (HIPAA) Privacy regulations by limiting access to patient records: Associations – By assigning practices to associations, enables users in one practice to view records in other practices within the same association. MPI Definition – Restricts the patient records that a user can view by limiting the records to the MPI at the system, enterprise, or practice level. Secure Lookup – Enables users to securely search for a person record outside of their associations by using the last four digits of the patient Social Security number or the birth date. Patient Sharing with Inclusion and Exclusion Lists – Enables you to set up specific lists of patients that a user can or cannot view. Note: Inclusion and Exclusion lists override the MPI definition and associations. Associations Tab Patient Sharing Restrict Access at the Case Level

System Administrator Help

Secure Lookups and the MPI

You can limit access to demographic data through the MPI (Master Patient Index) and the secure lookup feature. MPI Definition Enable Secure Lookup Feature Secure Lookup Feature Assign Rights for the Secure Lookup Feature Lookups Affected by Associations MPI Definition and Secure Lookup Affecting Lookup Results Parent topic: Associations Tab

System Administrator Help

Assign Practices to an Association

Every practice is automatically added to the DEFAULT association. You can, however, assign a different Association to any practice. Select a practice. The practice details appear. In the Association list, select the association that you want the practice assigned to. Select Update. Note: You must select Update after every practice assignment to an association, otherwise the practice assignment to the association does not save. To assign more practices to different associations, repeat steps 1 – 3. Close the System Administrator application so that the person association assignment can take effect in the database. Parent topic: Associations Tab

System Administrator Help

Manage Associations

To add or modify an Association, select the Edit > Association Maintenance. The Association Listing window displays the DEFAULT association and any existing associations. Note: Every practice is automatically added to the DEFAULT association. In the Association Listing window, do one of the following: Right-click on any empty space, then select New. Select then right-click an existing association, and then select Open. The Add Association window appears. Enter a new association name or change the existing name. Select OK. After the associations have been added, you can assign practices to them. For more information, see Assign Practices to an Association. Parent topic: Associations Tab

System Administrator Help

Functional Rules

The following rules are intended to help you as you go through the process of creating associations, renaming associations, and adding and deleting practices from associations. Every practice must be assigned to an association. A practice can only be assigned to one association. Practices are typically assigned to the same association because of their common ownership. Parent topic: Associations Tab

System Administrator Help

Lookups Affected by Associations

When associations exist, lookup results are affected. You can perform two additional types of person and patient searches: lookups within the practice association and lookups outside of the practice association. Parent topic: Secure Lookups and the MPI

Associations Tab

Recommendations

Limit Access to Patient Records

Secure Lookups and the MPI

Assign Practices to an Association

Manage Associations

Functional Rules

Lookups Affected by Associations

Limit Access to Patient Records

Secure Lookups and the MPI

Assign Practices to an Association

Manage Associations

Functional Rules

Lookups Affected by Associations