Privacy Tags

Privacy Tags are created by your agency to restrict access to specific Case Notes, Documents, or Plans. These tags can be used to limit access based on:

• Sensitive topics (e.g., Domestic Violence, HIPAA)
• Agency departments (ensuring only department members can view related notes)

Creating Privacy Tags

1. Navigate to ADMIN 🡪 MANAGED ITEMS 🡪 MANAGED LIST ITEMS
2. Open PRIVACY TAGS (for case notes, documents, plans, etc.)
3. Click ADD NEW ITEM
4. Enter the name of the new privacy tag and SAVE

Assigning Privacy Tags to Staff

1. Go to STAFF 🡪 MANAGE STAFF
2. Open the STAFF BASIC INFO screen
3. Use the Privacy Tag dropdown to select tags for the staff member
4. Click SAVE

Granting Access to Restricted Content

Your agency can create a staff role that allows select individuals to bypass privacy tag restrictions. This is managed by the empowOR administrator.

To grant this access:

1. Navigate to STAFF 🡪 MANAGE STAFF ACCESS
2. Search for "Privacy"
3. You will see three permissions:
   • Can View Case Notes without Setting Privacy Tags
   • Can View Plans without Setting Privacy Tags
   • Can View Supplemental Documents without Setting Privacy Tags
4. Click Manage Access and assign the appropriate permissions to staff roles.