Some clients see different practitioners in different periods of care, and a practitioner working on one episode doesn't always need to read another. Before, the only way to keep them out was to take them off the care team, which closed the whole client to them. Now an admin can close one episode to a practitioner and leave the others open.

The Care Team Page

• One column per episode, with a tick for each practitioner. Untick a practitioner to close that episode to them, then click Save changes.
• The lead practitioner must have access to the active episode, so their tick is locked. Admins can always open every episode, so their ticks are locked too.
• Every access change is recorded in the activity feed.

Creating and Editing Episodes

• When you create an episode, Staff access shows who can view it. Untick anyone who shouldn't.
• Open episode cards list who can open the episode, lead first.
• When you edit an episode, click Change staff access to go to the Care Team page.

What a Practitioner Sees

• An episode they can't open is greyed out with "You don't have access to this episode". The card shows its number, dates and status only.
• Case notes, reports, letters, action plans, assessments, surveys, health data, check-in insights and journal entries from that episode are hidden, including their PDFs and fax or HealthLink copies. This applies to their own notes too.
• On the Reports, Letters and Plans pages, and for invoices and claims, items from a closed episode show as locked rows: type, client and date only, never the name or content.
• If the active episode is closed to them, the client opens on the most recent episode they can open.
• A new note needs an episode they can open. If none of their episodes takes notes, New note is turned off, with the reason.

What Stays the Same

Appointments, session recordings, diagnosis, quick notes and uploaded attachments stay visible. A document with no episode still shows the client's full history. Admins, receptionists and mentors see the same as before. Report reviewers and collaborators can still open the report they're working on.

Who Gets This

Every practice that uses episodes of care, unless it uses Flow. There's no setting to turn on. Nothing changes until an admin unticks someone.