What is a confidential note?
How to mark a note as confidential?
To mark a note as confidential, you have two options:
While drafting a note: At the bottom of the writing space, check the Confidential box.
After the note has been recorded: On the progress notes page, click on the three small dots in the top right corner of a note to Mark as confidential.
- Confidential notes are not hidden when printing or saving your roadmap or all your notes as a PDF. To exclude them, apply the "Non-Confidential" filter before proceeding.
- If you want to print only your confidential roadmap or notes, select the "Confidential" filter instead.
What types of notes can be marked as confidential?
In solo practice: Confidential notes can include information from a third party, uninterpreted data, or information related to a report, such as to the Director of Youth Protection.
In a school organization: Confidential notes can include notes related to an institutional and confidential mandate for a student.
How do confidential notes work in group organizations?
Only the record owner can mark notes in the record as confidential. You can share a record containing confidential notes, but these will not be visible to your colleagues. Additionally, during a record transfer, the confidential notes will not be visible to the new record owner.
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