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Privacy and retention

Configure EDFlow privacy and access settings: patient and family access windows, sharing limits, the data profile, youth-confidential ages, results display delay, retention periods and de-identification.

Every privacy and access setting shows its allowed range and a plain explanation. Changes that reduce privacy need a typed confirmation and are audited with before and after values.

Privacy, access and retention: access windows, family windows, the results display delay and retention periods, with allowed ranges.
WebCaptured from build 7c7f41f on September 27, 2026

Access windows

How long patients and family keep read-only access after departure:

SettingDefaultAllowed valuesWhat it does
access.patientGraceHours720–168 hoursHow long patient access lasts after departure (D-05). (Reduces privacy)
access.familyGraceMinutes1200–1440 minutesHow long family links last after departure. (Reduces privacy)
access.guardianAge160–18 age_yearsGuardian mode applies below this age. (Reduces privacy)
access.youthConfidentialAges.min1210–18 age_yearsYoungest age for youth-confidential mode (D-43). (Reduces privacy)
access.youthConfidentialAges.max1710–18 age_yearsOldest age for youth-confidential mode. (Reduces privacy)
access.recipientPrompttruebooleanTriage asks who receives the card (D-43). (Reduces privacy)
access.visitCodeSourceedflowedflow, ehr_visit_numberRandom codes or the EHR visit number (only with attested non-sequential numbers; never under minimal). (Reduces privacy)

Sharing

SettingDefaultAllowed valuesWhat it does
sharing.enabledtruebooleanPatients can share with family. (Reduces privacy)
sharing.maxLinks51–5 countActive family links per visit. (Reduces privacy)
sharing.maxDevicesPerLink31–5 countDevices per family link (D-14). (Reduces privacy)
SettingDefaultAllowed valuesWhat it does
family.showPhotosfalsebooleanCare-team photos in the family view. (Reduces privacy)

Data profile and masking

  • Standard: patients sign in with last name, date of birth and an 8-character visit code.
  • Minimal: a 10-character visit code only; patients type the first name they want to be called. Staff register initials.
SettingDefaultAllowed valuesWhat it does
privacy.dataProfilestandardstandard, minimalData minimization profile (EHR §11.3). (Reduces privacy)
privacy.maskConfidentialNamesOnBoardtruebooleanMask confidential names on the board. (Reduces privacy)

Results

SettingDefaultAllowed valuesWhat it does
results.displayDelayMinutes00–30 minutesDelay before a completed result shows as "Back" to the patient.
results.holdAllowedtruebooleanClinicians may hold results (D-29).

Retention

SettingDefaultAllowed valuesWhat it does
retention.operationalWindowDays307–90 daysDays PHI is kept before de-identification (F-21.2). (Reduces privacy)
retention.auditDays730730–3650 daysAudit log retention. (Reduces privacy)
retention.analyticsDays730365–2555 daysDe-identified analytics retention. (Reduces privacy)
retention.safetyRecordYears102–30 yearsRetention of care records (D-36). (Reduces privacy)

Safety records (requests, call-backs, pauses, the going-home summary) are kept for the safety-record period so the hospital can answer complaints and reviews. Analytics use de-identified rows with no link to a visit. Legal holds pause deletion. See Access requests and retention.

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