Resist the urge to capture everything. Keep critical records concise, masked where possible, and encrypted at rest and in transit. Use unique passcodes for shared devices. Log access to sensitive pages. Practice a drilled recovery plan so accidental deletions, device loss, or breaches do not erase essential continuity and trust.
Consolidate diagnoses, medication histories, and care plans with clear purpose statements and retention timelines. Limit sharing to helpers with a real need to know. If emailing summaries, send encrypted attachments and separate passcodes. Include a plain-language note explaining why each item exists, empowering consent-driven decisions rather than silent surveillance.
Capture who agreed to share what, when, and with whom. Provide an obvious button or page for revocation steps. Document follow-through: removed access, updated logs, destroyed printed copies. Model a culture where boundaries are honored promptly, preventing relational harm while keeping care coordination humane, predictable, and gracefully respectful.