Documentation
Specialised data and privacy
Handle clinical, financial, employee and other sensitive records in their designated modules.
Updated 5 min read
Use the correct bounded module
Do not place clinical notes, payroll details, identity documents or confidential contract terms in generic customer notes.
Limit access
Assign the smallest appropriate role, review exports, secure shared devices and remove access when responsibilities change.
Retain responsibly
Follow applicable law, customer instructions and organisational policy when retaining, correcting or deleting sensitive information.
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