A best practice for human services systems is to periodically remove or archive data for inactive clients. HIPAA standards call for removal after 6 years. The Client Model provides a method to identify inactive clients using the "Last Interaction" features of the model. For a description of the "Last Interaction" fields, refer back to the Client Model article.
The following is a suggested Look to use to identify those clients that have not interacted with the Continuum of Care system in user defined number of years.
- Explore - Client Model
- Fields
Add the following fields to the Look:- [Personal ID] (Clients)
- Interaction Date (Client Last Interaction)
- Interaction Type (Client Last Interaction)
- Filters
Add the following filters:- [Interaction Date Year] (Client Last Interaction) "is before" and choose the date, for example 2012/01/01
- This will select clients where their last interaction was in 2011 or earlier
- [Active in Project] (Enrollments) "is" No
- This will only include clients with no active project enrollments
- Add additional filters as required for the situation
- [Interaction Date Year] (Client Last Interaction) "is before" and choose the date, for example 2012/01/01
The resulting list will be those clients whose records are candidates for archiving. When a community is ready, please submit a help desk request through your usual method.