How to Hide Protected Health Information from Reports

There may be a time when you will want to share a report from Optimizer Classic with someone outside of your practice. In order to keep your reports HIPAA compliant and keep your patient information private, there is a setting within Optimizer Classic that will exclude any protected health information from KPI zoom-ins.

Go to "Settings"

Then choose "Practice Setup"

Finally, check the box next to "exclude any protected health information from KPI zoom-ins"