Pro: Pro Records

"Pro Records" is an add on feature available to Guardify accounts for the purpose of uploading, sharing, and storing evidence for cases that require less evidence management than larger cases. The functionality is less feature rich, and gives you a simplified way to organize and share evidence.

When Records are enabled for your Guardify Account, all users will have a Records section added to their left hand navigation menu.

Any users with the "Manager" user role type will have the ability to create and be owners of Records, and can upload files to be maintained in your list of records, similarly to how regular cases are displayed and maintained.

At the top of the screen, "My Records" will show all records that are in your ownership, while "Shared With Me" will show you any health records that have been shared with you by someone else.

Creating A Record

Clicking "Create" at the top right corner will bring you to a form to fill out, with required fields marked with a red asterisk.

Once a record is created, it can be accessed in Guardify anytime by the owner of the record, and can be shared out with individual people who need access.

The person sharing the record can pick and choose which files in a record are shared each time they're shared with a new user.

Records Custody

Each Record in Guardify has one primary custodian. When a record is created, the person who created the record in Guardify is the initial custodian, and they are the person who is primarily responsible for sharing the Record out with other users who need access to it.

The owner of a Record can transfer the ownership of a record at anytime to a new owner, the same way that other cases in Guardify are transferred.

Shared Ownership

If there are multiple users in a Guardify account that should have shared access to Records, there is a user permission that can be turned on for any Manager user with the Prosecution org type. This permission can be turned on by the License Manager by editing any user in the "users & groups" list and turning on the "Shared Office Custody" permission.

Note: This user permission gives the user full access to all records as well as all cases in your Guardify Account.

Enabling this permission will create a tab in the "Records" section that says "Office Records" where all of the records that are in your Guardify account will appear.

For more information about Health Records, please contact support@guardify.com