System Security and HIPAA Compliance > Handling HIPAA Privacy and Security Features > Using the HIPAA Privacy Feature

Setting Daily Appointments Window Privacy

You can toggle HIPAA Privacy in the Daily Appointments window. When HIPAA Privacy is enabled, patient initials are displayed instead of full names, and no phone numbers are displayed.

Additionally, you can customize how patient names and phone numbers are displayed when a HIPAA appointment template is selected.

To customize a HIPAA template or enable HIPAA Privacy in the Daily Appointments window:

  1. Select an option:

  2. To enable or disable HIPAA Privacy in the Daily Appointments window:

  3. To customize a HIPAA template in the Daily Appointments window:

  1. Select a template from the Appointment Template drop-down list.

If you select the Front Office - HIPAA template:

If you select the Back Office - HIPAA template:

  1. Select the format in which to display patient names from the Name Format section.

  2. Select the format in which to display patient phone numbers from the Phone Format section.

  3. Select an option:

  4. To apply the property settings to all users:

  5. To restore the default property settings to all users:

  6. To restore the default property settings for the logged in user:

  1. Click OK twice. The Daily Appointments window is displayed.

  2. Select an option:

  3. To enable the HIPAA Privacy feature in the Daily Appointments window only:

  4. To disable the HIPAA Privacy feature in the Daily Appointments window only: