Privacy and scope gate
Decide what never belongs here.
This is one working worksheet from the complete nine-file system. It is designed for public business facts, aggregate capacity, professional resources, administrative routines, and aggregate measurement only.
Never store here
- Names, initials, contact details, addresses, birth dates, or appointment details tied to a person
- Diagnoses, symptoms, treatment, medication, risk, progress, clinical notes, intake answers, or therapeutic communications
- Insurance, billing, payment, claim, authorization, consent, or patient-identifying referral information
- Free text that could directly or indirectly identify a patient or client
Not provided by this product
- HIPAA compliance or security-risk analysis
- Business-associate agreement, privacy notice, consent form, or retention policy
- Clinical documentation, diagnosis, treatment planning, or medical advice
- Billing, scheduling, credentialing, supervision, legal advice, or emergency response
Before adoption
- A licensed practice owner approved the non-clinical scope.
- The responsible professional and qualified privacy/security guidance determined where these files may be stored.
- Access is restricted to the minimum workforce members who need the business information.
- The approved EHR or practice-management system remains the only location for patient/client records and communications.
- An incident-response route exists if patient information is entered accidentally.
Stop condition
If any proposed row, note, attachment, task, or workflow requires patient-specific information, do not extend this workspace. Move the work to the practice’s approved system and follow qualified professional guidance.
No email required. Print or save this page for internal use. This sample is not a HIPAA-compliance solution, clinical system, privacy or security assessment, legal opinion, or professional-practice approval.