Records Custodian Role

Required Role:

check_circle Only the owner can enable this role
cancel Managers cannot enable this

To summarize, the records custodian role to summarize allows a staff member access to clinical information for the provider(s) you designate.

It can be enabled for any staff member (provider or non-provider) in your practice. It's also possible to add a member to your group whose access is solely limited to a records custodian.

Common use cases:

A staff member responsible for auditing records of the therapists in the group
A staff member you entrust to release chart note records when a records request is made

Records Custodian Access

Enabling this role for staff enables them to see the following sensitive clinical information for each provider selected:

edit_note

Chart Notes

In the client profile Records (top tab) they can:

description

Docs & Forms

In the client profile Docs & Forms (top tab) they can:

View clinical & non-clinical docs below:
Online Forms
PDF Documents
Documents on File

shield_person More about roles: We have more information about account types (roles) and privileges here.

Enabling Custodian Access

As the owner, enabling the Records Custodian role is a two-step process:

1. Enable the role

On any screen click (top right)
Then click Staff (top tab)
Click the staff member from the list
Scroll down to the Roles section
To the right of Records Custodian, click , then click to confirm

2. Manage the specifics

Which providers will they have access to? This can be set to one provider, some, or all.
You can even set an expiration date for compliance or other related auditing purposes.

Once you click click above, you're taken to this screen:

Sections above:

Custodianship Settings

At the top you can manage whether the records custodian can:

Add chart note addendums
Add chart note redactions

Custodianships

To configure whose records this staff member can access, click (bottom right)

Here you can define who they have access to (all or just selected therapists)
You can also set an expiration date as well (optional)

When done, click (bottom right)

Records Custodian: Access Clients and View or Print Records

Once enabled, the Records Custodian can access any clients the provider does.

To do so:

On any screen click (top right)
Click the client's name

Staff members with the Records Custodian Role will now notice their list of Clients has a new tag called
My Custodian Records (top left): Click on this filter to see all clients you have access to:

Then click Records (top tab)

Here you can view all the records any provider you have access to has written for this client

To Print, scroll down and find the section Print Records
Click

This is the same process a provider would use to access records, documented in our article here.

Edit or Disable Custodian Access

On any screen click (top right)
Then click Staff (top tab)
Click the staff member from the list
Scroll down to the Roles section

Here you have a few options:

Turn off the role entirely
Edit Custodianship(s) which includes:
- Add access to more providers
- Remove access to all or one particular provider

Want to turn off the role entirely?

To the right of Records Custodian, click (far right)

Want to edit custodianship instead?

Underneath Records Custodian, click shown here:

After clicking here, you have 3 options:

To add access to more people:

Click button (bottom right):

To remove access to multiple people:

Use the checkmarks on the far left (top one selects all), then click (bottom left):

To remove access to one person:

Use the button (far right of the line):