External professionals get their own secure, permissioned login, case by case, so a social worker, a commissioner or a visiting clinician sees what they should see, and can add to the record rather than asking someone else to do so.
Granted case by case, not to the whole caseload
This is what multi-agency care records look like in practice: access granted to a professional for the people they are actually involved with, and nobody else.
With two-factor authentication, like a family login.
No a shared account and no emailed PDFs. See the records for people they already work with
Every tab and function is permission-controlled.
Care plans but not family records, if that is right.
Notes written where the care is recorded.
So the record stays joined up between organisations.
A staff-record setting can restrict a professional’s view to only the people they are key worker for. The same restriction is available for internal staff.
The default in a lot of organisations is still email, and it is worth naming what that means.
With two-factor authentication
Not accessing your whole caseload
So care stays joined up across organisations
Who opened a record, not only who changed it
Restrict a view to their own people only
Assigning a professional adds them to the address book automatically
See how many of a trust’s patients you support
Access granted can be narrowed or removed
An attachment sent to the wrong address is a reportable breach, and even the ones that go to the right address leave no audit trail and cannot be withdrawn. A scoped login replaces all of that with something you can grant, narrow, revoke and evidence, and it answers the question an information governance review will ask.
A visiting professional who can write into the care record means the next person to read it sees what happened, rather than hearing about it later.
Being the organisation that gives partners proper access rather than PDFs is noticed by the people who refer to you.
A social worker who can look for themselves does not ring your team to ask, and your team does not spend the afternoon compiling a report.
They join your address book automatically
Down to individual sections of a record
With two-factor authentication, as themselves
Views as well as changes
Have a clear answer ready for the coroner and legal-access question before you need one. It is worth agreeing your policy at implementation rather than under pressure.
Half an hour or an hour, whichever suits. We’ll spend it on the parts that matter to your service.
