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How to Mark a File Attachment as Confidential
How to Mark a File Attachment as Confidential
Updated over a week ago

Marking a file attachment as confidential will restrict access to the Owner and any other PracSuite users with the System Administrator role.

To mark a file as confidential, go into the Patient File > Files tab and select the edit pencil to the right of the Files list.

Select the 'Confidential' option. This will also be an opportunity to change the Owner of the file if required. Click 'Save' to finalise your changes.

The Confidential icon will now be displayed in the Files list.

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