How to mark a note as confidential?

To mark a note as confidential, you have two options:

1. While drafting a note: At the bottom of the writing space, check the Confidential box.
   
   

2. 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.
   
   

Please note:

• 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.