Regions and territories allow you to organize your patient population and care team geographically or operationally. They are used to control data access through Security Policies – for example, ensuring care team members can only see patients in their assigned region.
Region – a broad organizational grouping (e.g., "West Coast", "Northeast", "Texas").
Territory – a more granular subdivision within a region (e.g., cities, counties, service areas).
Your organization can use either regions alone, or a combination of regions and territories, depending on your operational structure.
In the Designer, navigate to Regions & Territories.
Click + Add Region.
Enter a Name for the region.
Optionally add a Description.
Save.
Open a region.
Click + Add Territory.
Enter the territory name.
Save.
Users are assigned to regions/territories in the Admin Portal:
Go to Users and open a user's profile.
Under Accesses, Policies, Roles, Territories, click the edit icon for the relevant environment.
Assign the user to the appropriate region(s) and territory(ies).
Save.
Patients are assigned to a region/territory either:
At patient creation (via a region/territory field in the patient profile)
Via an Automation that sets the region based on patient attributes
Once regions are defined and assigned, reference them in Security Policies to restrict data access by region. See Configuring Security Policies for details.
Region and territory configuration created in the Designer must be published to take effect.
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