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.
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