What the product does
Every clinical action is recorded
Creating, updating and deleting a clinical record is recorded automatically. So is viewing one — the hard part, and the one most systems skip. Signing in and signing out are recorded too.
Records are kept for seven years
The audit trail is retained for seven years, which is what HIPAA requires. Nothing you do in the product shortens that.
Only owners and managers can read the log
Everyone else sees Access Restricted. The trail is evidence, so the people it is evidence about cannot curate it.
Patient data can sit behind two-factor
An owner can require a second factor for the whole workspace, after which a clinical screen will not open from a session that has not passed it.
Access is scoped, twice
Staff see only their own workspace’s data, and within it only what their role and permissions allow. A person in two workspaces sees each one separately.
Your data stays yours
You can export your records at any time, in your own time, without asking anyone.
What you have to do
The controls above only work if the accounts behind them are honest.- Give every person their own account. A shared login makes the audit trail useless — it records which account acted, and if that account is “the front desk” you have recorded nothing. Invite people individually; see Invite staff.
- Use roles and permissions rather than making everyone an owner. Owner is for the people who run the business. Everyone else gets the narrowest role that lets them work — see Roles and Permissions.
- Review the audit log periodically. Once a month, filter to Viewed and look for access that does not match anyone’s job. Nobody will tell you.
- Remove people the day they leave. An account that still works is an account that can still open records, and it will do so under a name you trust.
- Turn on two-factor for the workspace if you handle clinical data at all.
- Never put patient details in a support message or a screenshot. Send record identifiers, the workspace name and a timestamp — that is enough for anyone to find the entry.
Handling a patient access request
Someone is entitled to a copy of their record, and you have a deadline.- Confirm the requester’s identity through your own process before you go near the record.
- Export the relevant data from , restricting the date range to what was asked for. See Export your data.
- Deliver it by whatever secure channel your policy requires. The export itself is recorded, so you have proof you responded and when.
Handling a suspected breach
Move in this order.- Contain it. Change the affected person’s access first — suspend or remove the account, and reset credentials. Do not wait until you understand the whole picture.
- Establish the facts from the audit log. Filter by the person and by date to see exactly which records were opened, changed or exported, and when. Export that range so you have a fixed copy before anything else happens.
- Determine the scope from the entries themselves — the resource identifiers tell you which records were touched, without you having to open each one.
- Follow your own breach notification obligations. The product gives you the evidence; the notification duty is yours.
- Contact us if you need help reading the trail — with no patient identifiers in the message. See Contact support.
What this page does not claim
This describes what the product does. It is not a certification, and it is not legal advice about your own obligations. Your policies, your training, your physical security and your breach procedures remain yours.Related
The audit log
Read it, filter it, export it, and build an accreditation packet.
Two-factor authentication
Requiring a second factor, and the wall in front of patient data.
Export your data
Getting a copy of your records out.
Roles and access
Who sees what, and why.