Business Case:

When a Service Provider needs not only to complete the tasks, but to see patients’ PI data. This level of access can be useful for some internal laboratory in the clinic.

Key aspects:

• Service Provider can see, complete and edit the tasks assigned to them
• Service Provider can see PI data of the patients

Compare

No access to PI data (Case 1)	+Access to PI data (Case 2)
Service Provider’s Task Overview Screen
Service Provider’s Task Detail Screen

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How to set up this access:

1. Assign the required surveys to the Service Provider in the required protocol version (see Case 1)
2. Switch the toggle “Grant access to all patients' PI data” and click SAVE

After granting access to all patients’ PI data, Service Provider starts to see the tasks like this: