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When Should I set an HMIS Record to be Private?

There are two situations when you would mark a participant's HMIS record Private:

  1. The participant has declined to share their information with other agencies (i.e. selected "No" to Permission under Release of Information)
    • Keep in mind that any HMIS user in the agency who created the participant's HMIS record would still be able to access the participant's information
  2. The participant is a victim of Domestic Violence or Human Trafficking.

If you need a refresher on how to mark a HMIS record to Private: watch this video on How to Manage Client Consent from minute 2:36.

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