What information is accessible to the coordinator?

The coordinator has an overview of the list of professionals in the organization. For each professional, the coordinator can see:

• First and last name
• Email address
• Professional title
• Number of institutional and confidential records

Note: The coordinator never has access to the content of the records, including progress notes and documents.

Additional security: Advisors can mark a record as confidential to further protect certain records. This prevents the coordinator from seeing the title of the record, but they can still see the record number.

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