Confidential Families

Overview

Certain resource families merit additional sensitivity. These families may be employees of the licensing agency or related agencies (law enforcement, juvenile probation, etc.), connected to a high-profile placement, or celebrities. Binti’s confidential families feature allows these resource families to be designated “confidential,” which limits the users who can see them.

Designating a Family as “Confidential”

Any resource family can be designated “confidential” on the License Information page:

1. Navigate to Applicant Data for a caregiver.
2. In the Applicant Info section, find Family/RFA ID.
3. Click "Edit" 
4. On the License Information page, click "Edit" in the top right corner.
5. Check the box next to "Applicant(s) should be considered confidential"
6. Press "Confirm" to acknowledge that marking a household as confidential will result in their information only being available to Agency Admin and workers assigned to that family.
7. Select the Reason for designating as confidential. (Please note that selecting "other" as an option will allow you to specify the reason the applicant is being designated as confidential.)
8. Click the "Save" button.
    

Users have the ability to mark a family as confidential and it is possible for users to unintentionally remove their access to a confidential family. Therefore there is a warning message after the confidential family box has been checked, as shown below, that generates when the option is selected.

This action is tracked on the Applicant Data page:

Confidential Families are only visible to a limited number of users:

• Agency Admin
• Caseworkers assigned to the family
• Supervisors of caseworkers assigned to the family
• Users with API capabilities
• Binti Employees

These users are able to view, access, and edit confidential families as they would any other family. However, whenever any of these users is accessing any page that contains a confidential family, Binti will display a confidentiality notice at the top of the page and a confidentiality notice on the confidential record as seen below:

A filter on the Applications dashboard allows users to filter based on the confidential designation. Users with access to confidential families may want to identify those families and/or to exclude them from certain pages or reports. Therefore, we've added the ability to filter for those families accordingly:

Placements

In the Placements module, if a child is placed with a confidential family, the child is still accessible but the name of the confidential family is hidden if the user does not have access to that family.