Destroying a discharged profile

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    Alexandra Dunne

    Hi all,

    I had a chance to speak to the team and wanted to circle back to you on this. As you know, there is currently no way of deleting records from the system however, as Lorna Chisholm mentioned, that will obviously make things difficult for you all over time as client lists grow and it becomes harder to search for active clients. 

    The team is already aware of the need for a full revamp of the global search function and once this is complete that should solve a lot of these issues as discharged employees will automatically be filtered out. For capacity reasons, this is not currently on the roadmap, but it's something that's definitely on the team's radar and will be addressed in future planning sessions. Please keep an eye out on our What's New section for future announcements. 

    Regarding the actual destruction of medical records, this is something that will need to be investigated further as different geographical areas have different requirements for retention, but thanks Lorna for bringing this up.

    Thanks again to you all for your input! 

    Alex  

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    Ray Krehn

    I would suggest archiving instead of complete deletion. A separate "Client Archive" you could search in case you needed to retrieve the information. I'd be more supportive of this.

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    Alexandra Dunne

    Hi Lorna Chisholm and Ray Krehn,

    Thank you both for taking the time to give us this feedback. I'll be sure to pass it along to the team.

    Alex

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    Mary Vacchetto-King

    I agree with Ray

     

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    Lorna Chisholm

    I understand the need for looking up with achieved files for 'x' amount of years, however medical record destruction is mandated by HIPAA.

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    Mary McMullen

    Our organization would also need this. 

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