What’s the difference between a confidential record and a partially confidential record?
A record is considered partially confidential on our platform if it contains at least one note or document marked as confidential.
A record is considered confidential when its entire content is identified as such.
How to mark a record as confidential?
In the left-hand menu of a record, click the three small dots, then select Mark as confidential. The record will then be easily identifiable on the active records page.
What are the benefits for group organizations?
- Information separation: Clearly separates confidential information from institutional information within the same client record.
- Maintaining confidentiality: Protects sensitive data while allowing necessary access for institutional management.
- For example: If your organization has a coordinator, the title of a confidential record will be hidden to protect confidentiality.
- Quick identification: A label indicating partially confidential status appears in your list of active records, making them easy to identify quickly.
Related Articles
What information is accessible to the coordinator?
The coordinator has access to an overview of the organization's practitioners and can access the following details for each one: First and last name Email address Professional title Number of institutional and confidential records in each ...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, ...What is the coordinator role?
The coordinator role is optional and can be added by the administrator of a group organization in Psylio. This role was designed to improve record management within these organizations. The coordinator oversees a team of professionals and is ...What is the difference between collaborative spaces and record sharing?
Collaborative space: A secure area that allows members of the same organization to share information, whether related to a record or not. Enables adding notes, observations, or general information related to a person, group, or other. It is possible ...How is the organization’s logo used?
Organization logo The logo set by the organization owner is automatically applied to all automated communications sent to clients on behalf of all practitioners. This includes the following notifications: Appointment confirmation Appointment changes ...