Confidential Client Access Configuration

This screen allows you to create Confidential Client Access Groups containing Employees (Members) and Clients.

Many employees in your organization might require access to a given confidential client account. Likewise, you may have numerous clients in your system whose accounts require employees to have special access. You can easily manage access to an account or group of accounts by assigning employees and clients to a Confidential Client Access Group. Confidential Client Access Groups provide Epic Administrators a powerful yet easy-to-use method of granting account access to a large number of clients at one time, instead of having to assign access on a client-by-client basis.

As an Epic administrator, you can configure your system security to allow you to assign specific user access to certain accounts. This security includes, but is not limited to, locating an account, viewing any account information via report, and accessing an account detail.

Note: This article contains printing instructions that are only applicable if Applied Epic is installed locally on your computer. If you access Epic through a web browser such as Google Chrome, Mozilla Firefox, or Microsoft Edge, you cannot print directly from within the system. See Printing for more information about the printing capabilities available from Epic Browser. All other steps in this article are applicable to both methods of accessing Epic unless stated otherwise.

To set up this security feature for VIP clients and employees you insure, do the following.

From the Home screen, click Configure on the navigation panel.

From any other area of the program, do one of the following:

Click the down arrow to the right of the Home options bar button and select Configure.
Click Home > Configure on the menubar. The Configure screen displays.

Click Security > Confidential Client Access Group on the navigation panel.

You can do the following:

Add a Confidential Client Access Group
1. Do one of the following:
  - Click the Add button to the left of the Confidential Client Access Groups list.
  - Click New > Confidential Client Access Group on the options bar.
  - Click File > New > Confidential Client Access Group on the menubar.
  - Press [Insert] on your keyboard.
2. Enter the new group Name.
3. The Members section allows you to select the employees who are allowed to access to a confidential client. Do one of the following:
  - Press the Add button to the left of the list.
  - With focus on the list, press [Insert] on your keyboard.
4. A list of Available Employees displays. Scroll through the list to make your selection.
5. You can search for a particular employee with the filters Lookup Code, Name, or Status and Equal or Begins With. Enter your search terms into the search field and click the Find button. Your search results display in the list.
  
  You can apply multiple filters if necessary.
  1. To apply multiple filters to the list, do one of the following:
    
    Click the Edit Filter button .
    
    Press [Ctrl] + E.
  2. The Edit Filter pop-up window displays.
    
    Note: You can also use the Edit Filter button, rather than the search bar, to apply a single filter to the list if you prefer.
  1. Select and/or enter your desired search criteria using the dropdown menus and fields, and then click the Add button. The Name, Compare Type, and Criteria for your filter display in the list. Click one of these column headings to sort the list by that column. To reverse the sort order, click the column heading again.
  2. To apply additional filters, enter additional search criteria and continue clicking Add. To remove a filter from the list, select it and click the Delete button.
  3. Click Finish when you have applied all of your desired filters.
    
    To exit the dialog without applying any filters, click Cancel.
6. Click to highlight the employee you want to add to the list.
7. Click Add and then Finish if you want to add only one employee.
  
  If you want to add multiple employees, select an employee and click Add. Repeat as necessary. When you have selected all of the employees you want to add, click Finish.
  
  Click Cancel to close the window without saving your changes.
  
  Note: To remove an employee from the Members list, click to highlight the name and then click Delete , click File > Delete, or press [Delete] on your keyboard.
8. Once you click Finish in the pop-up window, the window closes and the employee information you have selected displays in the Members list.
9. Next, add the Confidential Clients to the group. Do one of the following:
  - Click the Add button to the left of the Confidential Client Access Group list.
  - With focus on the list, press [Insert].
10. A list of Available Clients displays. Scroll through the list to make your selection. You can choose to Include Inactive accounts via the link in the top of the pop up window.
11. You can search for a particular client with the filters Code, Name, Status, or Type and Begins With or Equals. Enter your search terms into the search fields and click the Find button. Your search results display in the list.
  
  You can apply multiple filters if necessary.
  1. To apply multiple filters to the list, do one of the following:
    
    Click the Edit Filter button .
    
    Press [Ctrl] + E.
  2. The Edit Filter pop-up window displays.
    
    Note: You can also use the Edit Filter button, rather than the search bar, to apply a single filter to the list if you prefer.
  1. Select and/or enter your desired search criteria using the dropdown menus and fields, and then click the Add button. The Name, Compare Type, and Criteria for your filter display in the list. Click one of these column headings to sort the list by that column. To reverse the sort order, click the column heading again.
  2. To apply additional filters, enter additional search criteria and continue clicking Add. To remove a filter from the list, select it and click the Delete button.
  3. Click Finish when you have applied all of your desired filters.
    
    To exit the dialog without applying any filters, click Cancel.
12. Click to highlight the client you want to add to the list.
13. Click Add and then Finish if you want to add only one client.
  
  If you want to add multiple clients, select a client and click Add. Repeat as necessary. When you have selected all of the clients you want to add, click Finish.
  
  Click Cancel to close the window without saving your changes.
  
  Note: To remove a client from the Confidential Clients list, click to highlight the name and then click Delete , click File > Delete, or press [Delete] on your keyboard.
Edit a Confidential Client Access Group
1. Click to highlight the confidential client access group in the list and then do one of the following:
  - Click the Edit button to the left of the list.
  - Click File > Open on the menubar.
  - Double click the confidential client access group.
2. You can do the following:
  - Add a Member
    The Members section allows you to select the employees who are allowed to access to a confidential client. Do one of the following:
    
    Press the Add button to the left of the list.
    
    With focus on the list, press [Insert] on your keyboard.
    
    A list of Available Employees displays. Scroll through the list to make your selection.
    
    You can search for a particular employee with the filters Lookup Code, Name, or Status and Equal or Begins With. Enter your search terms into the search field and click the Find button. Your search results display in the list.
    
    You can apply multiple filters if necessary.
    
    To apply multiple filters to the list, do one of the following:
    
    Click the Edit Filter button .
    
    Press [Ctrl] + E.
    
    The Edit Filter pop-up window displays.
    
    Note: You can also use the Edit Filter button, rather than the search bar, to apply a single filter to the list if you prefer.
    
    Select and/or enter your desired search criteria using the dropdown menus and fields, and then click the Add button. The Name, Compare Type, and Criteria for your filter display in the list. Click one of these column headings to sort the list by that column. To reverse the sort order, click the column heading again.
    
    To apply additional filters, enter additional search criteria and continue clicking Add. To remove a filter from the list, select it and click the Delete button.
    
    Click Finish when you have applied all of your desired filters.
    
    To exit the dialog without applying any filters, click Cancel.
    
    Click to highlight the employee you want to add to the list.
    
    Click Add and then Finish if you want to add only one employee.
    
    If you want to add multiple employees, select an employee and click Add. Repeat as necessary. When you have selected all of the employees you want to add, click Finish.
    
    Click Cancel to close the window without saving your changes.
  - Remove a Member
    Click to highlight the client.
    
    Do one of the following:
    
    Click Delete .
    
    Click File > Delete.
    
    Press [Delete] on your keyboard.
  - Add a Confidential Client
    Do one of the following:
    
    Click the Add button to the left of the Confidential Client Access Group list.
    
    With focus on the list, press [Insert].
    
    A list of Available Clients displays. Scroll through the list to make your selection. You can choose to Include Inactive accounts via the link in the top of the pop up window.
    
    You can search for a particular client with the filters Code, Name, Status, or Type and Begins With or Equals. Enter your search terms into the search field and click the Find button. Your search results display in the list.
    
    You can apply multiple filters if necessary.
    
    To apply multiple filters to the list, do one of the following:
    
    Click the Edit Filter button .
    
    Press [Ctrl] + E.
    
    The Edit Filter pop-up window displays.
    
    Note: You can also use the Edit Filter button, rather than the search bar, to apply a single filter to the list if you prefer.
    
    Select and/or enter your desired search criteria using the dropdown menus and fields, and then click the Add button. The Name, Compare Type, and Criteria for your filter display in the list. Click one of these column headings to sort the list by that column. To reverse the sort order, click the column heading again.
    
    To apply additional filters, enter additional search criteria and continue clicking Add. To remove a filter from the list, select it and click the Delete button.
    
    Click Finish when you have applied all of your desired filters.
    
    To exit the dialog without applying any filters, click Cancel.
    
    Click to highlight the client you want to add to the list.
    
    Click Add and then Finish if you want to add only one client.
    
    If you want to add multiple clients, select a client and click Add. Repeat as necessary. When you have selected all of the clients you want to add, click Finish.
    
    Click Cancel to close the window without saving your changes.
  - Remove a Confidential Client
    Click to highlight the client.
    
    Do one of the following:
    
    Click the Delete button beside the list.
    
    Click File > Delete on the menubar.
    
    Press [Delete] on your keyboard.
    
    If you remove a client from all Confidential Client Access Groups, only employees assigned a servicing role on the client’s account will be able to access it. To allow all employees to access the client instead, navigate to the Confidential Client Access tab in Client Detail and select the All radio button.
3. Click Finish or press [Enter] to complete the record.
  
  Click Cancel or press [Esc] to exit the workflow without saving changes. You are prompted, "Do you wish to discard changes?" Click Yes.
Delete a Confidential Client Access Group
1. Click to highlight the confidential client access group.
2. Do one of the following:
  - Click the Delete button beside the list.
  - Click File > Delete on the menubar.
  - Press [Delete] on your keyboard.
  When you delete a Confidential Client Access Group, only employees assigned a servicing role on the client accounts that previously belonged to that group will be able to access them (unless the clients belong to other Confidential Client Access Groups). To allow all employees to access these accounts instead, navigate to the Confidential Client Access tab in Client Detail for each client and select the All radio button.
3. You are prompted, "Do you wish to delete this record?" Click Yes.
Print the List of Confidential Client Access Groups
1. To print a list of the confidential client access groups in Applied Epic, do one of the following:
  - Click the Print button to the left of the list.
  - Click Print > Listview on the options bar.
  - Click File > Print > Listview on the menubar.
2. The Print screen displays. Print this list as you would any other document.
  
  Note: Only the names of the groups print; the Members and Confidential Clients lists do not.