1. Separate levels of information: Distinguish sensitive or clinical content (confidential) from institutional information.
2. Automatic masking: Titles and record numbers marked as confidential are hidden from coordinators.
3. Visual indicators: A badge appears in the record list to help quickly identify confidential or partially confidential records.
   

Types of confidentiality tags

1. Confidential record: The entire record is marked as confidential.
2. Partially confidential record: At least one note or document within the record is marked as confidential.
   

Only the person responsible for the record, or those it’s been shared with, can see confidentiality tags.

Coordinators can only see the number of confidential records linked to a practitioner—they cannot view names or record numbers for confidential records.

How to mark a record as confidential

1. Open the record.
2. In the left-hand menu, click the action menu (three dots).
3. Select Mark as confidential.
   

The record will display a confidential tag in your list of active records.

How does a record become partially confidential?

If at least one note or document is marked as confidential, the record is automatically treated as partially confidential.

1. How to mark a note as confidential
2. How to record raw data
   

Can confidential records be transferred?

1. The practitioner responsible for a record can transfer their own confidential record to another practitioner in the organization.
2. A partially confidential record can be transferred by a coordinator between practitioners.
1. A partially confidential record can also be transferred without its confidential notes or documents. These items are permanently deleted if no copy is kept in the original practitioner’s account.
3. A fully confidential record cannot be transferred by a coordinator.