Client Record Security
Client Administration
Written by April Lockett
Updated at September 18th, 2023
Below are the three functionalities that determine how Client Record Data is shared between Organizations.
| MOU | Organization-level sharing where agencies can define sharing relationships between each other defined in formal Memorandums of Understanding (MOUs). The sharing relationship can include one-way or bi-directional sharing for a specific range of dates. |
| Release Exceptions | Allows the release of Client Record Data to be specified on a Client-by-Client basis, regardless of the Organization sharing rules. For example, two Organizations may not share data, but the Client-specific release will override this initial setting. The Release Exception is valid through a specific date. This option is more restrictive and requires a User to add Release Exceptions manually on a Client-by-Client basis. |
| Restrict Intake | Allows the restriction of the Client Record Data solely to the Organization that created the Client, regardless of any MOUs in place. |
Navigation
Clients are managed by going to the Home Workspace, Global Administration Menu Group, and expanding the Client Administration Menu Group.
| Please Note: Adding Clients and Transactional Data (i.e., Assessments, Services, Goals, Barriers, etc.) associated with a client are managed through the Client Workspace and covered in the ClientTrack User Guide. |
