Compliance: Configure PHI Data Handling

Documentation
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Administrators can control the compliance features for a given folder by navigating to:

(Admin) > Folder > Management. Click the Compliance tab.

Terms of Use

To utilize any terms of use already present in the parent folder, place a checkmark next to Inherit Terms of User from parent.

Require PHI Selection and Terms of Use Agreement

When enabled, users will be presented with a PHI level selection popup screen on login. The appropriate Terms of Use will be presented to them, depending on the PHI selection they make.

Require PHI Roles to Access PHI Columns

Role-based PHI handling prevents users from viewing and managing data higher than their current PHI level. When enabled, all users, including administrators, must be assigned a PHI role to access PHI columns.

You can also control how the data is held back from the user: either by stripping any data from the column (the "Blank" option) or by removing the column entirely from the data grid (the "Omit" option).

Query Logging

You can select three levels of logging:

  • No additional logging for PHI-assigned columns.
  • Additional logging for PHI-assigned columns only.
  • Logging for all dataset access.
The default selection is the middle option: to log only query access involving PHI columns

For logging details, see Compliance: Logging.

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