Understanding Learner Access: Individual Teams vs. Learner Groups
This article outlines the differences between Individual Learner Teams and Learner Group Teams to help you determine the most appropriate access model for your organization.
Overview
To ensure providers have the appropriate level of access to patient data, we utilize two primary methods of organization: Individual Learner Teams and Learner Groups. While both grant access to clinical data, they differ significantly in scope and administrative effort.
Comparison of Access Models
| Feature | Individual Learner Team | Learner Group Team |
| Definition | Providers formally assigned to an individual patient within Clinical. | A tool for organizing multiple learners (e.g., by office or service type). |
| Provider Access | Granted only to that specific learner. | Granted to all learners within that specific group. |
| Permissions | Applied based on "If on team" settings for that one patient. | Applied across the entire group of patients simultaneously. |
Individual Learner Teams
This model is focused on the relationship between a provider and a single patient.
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Use this when: You want to strictly restrict providers to only the learners they regularly work with.
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Pros: High level of security; prevents providers from viewing any patient data unless they are formally invited.
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Cons: Higher administrative burden; sub-providers must be manually added to each individual team or they will be unable to collect data.
Learner Group Teams
This model is an organizational tool used to manage access for entire locations or service lines.
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Use this when: You want providers to have fluid access to all learners within a specific clinic, location, or service type.
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Pros: Efficient "blanket" access; easy to manage permissions for large teams across multiple learners.
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Cons: Lower granularity; providers gain the same level of access to learners they don't work with as those they do.
Last Updated: 2/3/2026 by Tatum Winslow