Confidentiality Mode – Profiles

Note: Not all organizations have access to profiles with confidentiality mode. This feature is only available to organizations in a data sharing community in DAISEY. Users do not have control whether this feature is turned on for their profiles.

If confidentiality mode is enabled for a profile form, an alert box will appear each time a profile is saved (see image below).

Confidentiality mode alert box

This features allows users to indicate if each profile is:

Unrestricted (shared) because the client provided authorization for their data to be shared OR

Restricted (confidential) because the client declined authorization.

Note: Wording of alert box question and response options may vary.

To mark a profile as unrestricted (shared):

Select the green (unrestricted) button in the pop-up box when saving the profile.
- Users may switch this profile to restricted later, as needed.
Users in the organization who created the profile may view and edit the profile as usual in the search grids.
Users in other organizations in the data sharing community may view and edit the profile as usual in the search grids.

To permanently mark a profile as restricted (confidential):

Select the grey (restricted) button in the pop-up box when saving the profile.
- This cannot be undone. Once a profile is confidential, it stays confidential.
Users in the organization who created the profile may view and edit the profile in the search grids, but it will be marked with red highlighting and a stop sign.
Users in other organizations in the data sharing community will not see this profile in the search grids.

View of an unrestricted profile and a restricted profile

The image above shows what the search grid would look like for the organization who created these profiles. John White has an unrestricted profile. Sally Smith has a restricted profile. If another organization in the same data sharing community was viewing this same information, only John White would be listed in the search grid.

Alert box

The alert above appears when associating an unrestricted child profile to a restricted caregiver profile

When associating children and caregivers in DAISEY, please keep in mind that the entire family must have the same restricted or unrestricted status. If any family member has been marked as restricted at any time, the DAISEY system will automatically and permanently mark the other family members as restricted as well. This cannot be undone.

Note: All children and caregivers associated together to form a family in DAISEY will have the same restricted or unrestricted status.