7.1 Ongoing reviews of proxy access
Remembering that confidentiality and safeguarding are the overarching concerns in the provision of proxy access, clinical professionals and staff must:
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redact any sensitive information they are entering before that information is filed and made available to a proxy
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assess whether continued access is appropriate, that is, necessary, relevant, and safe in light of new information
Therefore, clinical systems:
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should automatically redact information which is known to be highly sensitive and unsuitable for proxy access at the point of entry
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must display who has proxy access to a record when clinical professionals and staff interact with the patient record and make current levels of access visible to clinical professionals and staff
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must provide decision support to help clinical professionals and staff identify sensitive information at the point of entry, for example child protection case conference minutes and consultations with coded safeguarding information
Where a decision cannot be made at the point of entering new information into a record, clinical systems must enable staff to suspend proxy access where they are concerned until a clinical professional can review whether:
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it is appropriate to share the new information
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reduction in the level of proxy access is required
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complete revocation of proxy access is required
Last edited: 6 May 2026 4:27 pm