Confidential clients

In Keytime, it was possible to have a client record set up as a confidential client. In IRIS Elements, this is known as Client privacy and is managed using user permissions.

When migrating clients, the confidential status of the client record is maintained. Any confidential clients are migrated into IRIS Elements in the same way as any other client record, but they are only visible to users with administrator permissions. This ensures that all client confidentiality is maintained. Once in the IRIS Elements platform, three levels of client privacy are available:

• Private — This client record can only be accessed by assigned users
  • Private-assigned — This status is displayed in the client list for those client records the logged in user can access
• Public — This client record can be accessed by all users in the practice

For more information on client privacy, go to Client privacy widget

When migrating confidential clients from Keytime, we recommend setting up your users and assigning permissions as soon as possible, so you can then assign your clients to the relevant people.

If you have client records which are already present in IRIS Elements and then you migrate or remigrate data from Keytime into the platform, this will not change the privacy status of any clients. For example, if you have a client record in IRIS Elements which is public, but the same client exists in a new batch of migrated data from Keytime in which there are restrictions on the client, this will not convert the client record in Elements to a private client, you should make this change manually.