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Client Confidentiality

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Designate service events, programs, and client program enrollments as confidential in myEvolv. 

Note: Only public health agencies should use the Confidentiality functionality. 

Prerequisite: 

  • Contact Netsmart to enable the Confidentiality functionality released in myEvolv version 10.1.0075.
Confidentiality type Description
Client-level confidentiality

When the confidentiality option is enabled, the Confidential and Confidential Programs items are visible on the Client > Client Information > Personal Information > Demographics form. This allows the user to designate a client's program enrollments as confidential.

Click Confidential and the Confidentiality Level sub-form appears. 

Select an option to designate one or all program enrollments as confidential.

  • All Programs Confidential - All programs the client is enrolled in are designated 'confidential'; services will not appear on client statements, and correspondence will not be sent unless a confidential address is given by the client.  
  • Confidential by Program - Only the programs saved in the Confidential Programs sub-form are designated 'confidential'; services will not appear on client statements, and correspondence will not be sent unless a confidential address is given by the client.  
Event-level confidentiality When the confidentiality option is enabled, selecting the Confidential check box for a service event makes the service confidential and it will not appear on client statements and correspondence.  
Event Definition-level confidentiality When the confidentiality option is enabled, the user can designate user-defined service events for a particular program as confidential. To do this, select the 'Is Confidential Service Event' check box on the Agency Setup > Services Setup > By Program > Individual Services > Agency Program Services > User Defined Services form.
Program-level confidentiality When the confidentiality option is enabled, the user can designate a program as confidential by selecting the 'Is a Confidential Program' check box on the Agency Setup > Agency > Program Setups > Outpatient & Other > Program Setup form.