Skip to main content
ShareNote

Protect Client PHI While Contacting Support

  • August 13, 2025
  • 0 replies
  • 5 views

Ensora Education Team
Forum|alt.badge.img

It is critical to protect a client's Protected Health Information (PHI). Below are the steps to keep this sensitive information private when communicating with ShareNote Community Support.

IMPORTANT: When communicating with Support never put the client's PHI in the message. This includes their name, date of birth, etc. 

  1. To protect a client's PHI, use their ID number when referring to that client.
  2. To locate the client's ID number, hover over the Managers tab in the navigation bar and select Client Manager from the drop-down. 
  3. Search the Client Name or locate the appropriate client in the list. The ID number is located on the left.

    Snag_686e975b.png
     
  4. Copy and paste the ID number into your chat with Support when referring to a that client. 
This topic has been closed for replies.