Client Security Model Basics
Client Administration
Written by April Lockett
Updated at September 18th, 2023
Two Record Types in ClientTrack
- Entity Record Data: Most commonly associated with Client Records in ClientTrack, Entity Record Data for Clients can include name, birthdate, address, SSN, and other demographic fields.
- Transactional Record Data: These include all interactions or data collection associated with the Entity. For Clients, that means assessments, case notes, services, enrollments, etc.
| Please Note: Ownership of Record Data in ClientTrack is determined by the Organization that created the Entity or the Transaction. Every Entity and Transaction in ClientTrack is automatically stamped with the Organization’s ID that created it. |
