What information is included in a record transfer?
What information is transferred?
- Depending on your selection, the following will be transferred to the new owner:
- Progress notes
- General documents
- Confidential information
- Raw data
- Information from the overview, such as the reason for consultation, opening date, email, etc., as well as details from profiles related to the record.
For the new owner, progress notes will be accessible directly in the Progress Notes tab.
What information is not transferred?
- Sections of the record that were not selected (e.g., confidential information)
- Invoices associated with the record
- Previous and scheduled appointments (if the record is shared, collaborators will keep their own appointments)
- Memos and tasks
If you choose to archive the record after the transfer, the portion created before the transfer will be retained in your archives.
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