What are Sensitive Notes?
Sensitive Notes allow you to restrict access to clinically sensitive information so only authorised team members can view, edit, or delete it.
Some notes contain information that shouldn’t be visible to administrative staff or other providers. Sensitive Notes in Better Clinics help you meet privacy expectations, professional standards, and minimum-access requirements.
When should I use Sensitive Notes?
Use Sensitive Notes when:
Notes contain highly confidential clinical information
You want to limit access to specific clinicians only
Your clinic operates across multiple disciplines
Administrative staff should not see certain client notes
How Sensitive Notes work
1. Tagging a note as Sensitive
When creating or editing a note, authorised users will see an option to:
☑ Mark this note as Sensitive (Restricted Access)
Only users with permission can view this note.
This option appears only if the user has permission to create sensitive notes.
2. Who can see Sensitive Notes?
Access to Sensitive Notes is controlled by permissions.
If a user does not have permission to view sensitive notes:
The note is completely hidden
If a user does have permission:
The note appears normally and labelled with a Sensitive indicator (🚫)
Permissions Explained
Sensitive Notes use three separate permissions:
🔐 View Sensitive Notes
Allows the user to see sensitive notes
Without this permission, sensitive notes are fully hidden
✏️ Edit Sensitive Notes
Allows the user to edit or duplicate sensitive notes
The note must also be visible to the user
🗑 Delete Sensitive Notes
Allows the user to delete sensitive notes
Without this permission, sensitive notes cannot be deleted
If a user is removed from View Sensitive Notes, they are automatically removed as an option from Edit and Delete permissions.
Managing Sensitive Note permissions
Team Members → Settings
Add Sensitive Client Notes (Disabled by default)
When enabled:
Users can tag notes as Sensitive
Additional permission fields appear:
View Sensitive Notes
Edit Sensitive Notes
Delete Sensitive Notes
Sensitive notes help your clinic:
Protect confidential clinical information
Control exactly who can access sensitive content
Support compliance for psychology and mental health services
Safely operate in multi-discipline environments
If you need help setting this up, our support team is happy to assist!