Private Patients

A private patient account is hidden from search and and only visible to only approved clinic location(s). Private patient identification can be useful if patients are only seen by specific clinic location(s) or if an advanced level of privacy is needed to restrict access to a patient's medical care, such as in a university set-up or corporate situations. Common private patient categories also include races horses, royalty pets, or other celebrity ownership situations.

See how to enable the private patients functionality and select related setting.

Mark a Patient as a Private Patient

Add a new patient or find an existing patient you want to mark as a private patient and open the patient details for editing.
At the bottom of the page, in the right-hand side column, select the Private patient checkbox.
In the Visible for clinic locations field, add the clinic location(s) that you want the patient to be visible for. You must add at least one clinic location. The field may include clinic locations by default depending on the settings.
If clinic location groups are used in your Provet Cloud, you can also add the clinic location groups that you want the patient to be visible for in the Visible for clinic location groups field.
Select Save.

Settings

User Permission Group Settings

The following setting controls the availability of the private patient function for user permission groups.

Settings > Users > Permission groups:

Can mark patients as private

Organisation Settings

Settings > General> Organisation > Organisation settings

Enable private patients: When this setting is selected, the private patients function is available in your Provet Cloud.
Show private patients in Client & Patients search results: When this setting is selected, private patient names are shown in the client and patient search results for all clinic locations, but the complete patient details are hidden from unapproved clinic locations.

Clinic location Settings

The clinic location level settings are available when the private patients function has been enabled in the organisation settings.

Settings > General > Clinic location > Clinic location settings:

Private patient by default: When this setting is selected, every new patient created in the clinic location is marked as private by default.
Private patient visible clinic locations: The clinic locations added in this field are selected by default for a a patient marked as a private patient. This setting is only visible if private patients by default is enabled. These settings should be used simultaneously normally.
Private patient visible clinic location groups: In this field, you can select clinic location groups if they are defined in the organisation settings.

Updated 11 March 2025 08:02