Applies to: All
Overview
Endear is not HIPAA compliant. Brands should not store protected health information (PHI), such as eyewear prescriptions, in Endear.
Don't import, sync, or add PHI to Endear, including through integrations, CSV imports, custom fields, notes, or messages.
If staff members need health details to help customers, keep that information in a separate, HIPAA-compliant system and add a link to it on the customer's profile in Endear.
How to link to health information stored outside Endear
1. Store the customer's prescription or other health information in a separate, HIPAA-compliant system your brand uses.
2. In Endear, create a customer profile custom field to hold a link to that record. Custom fields are created by Admins. Learn how in How do I add and edit Customer profile custom fields?
3. Add the link to each customer's profile, either manually or through an integration or the API.
4. When staff members need the information, they select the link on the customer's profile to view the record in the other system.
Good to know
Store the link only. Don't paste prescription details or other health information into the custom field or anywhere else in Endear.
Plan requirements. Custom fields are available on the Professional plan and above.
Not sure if data is covered? Check with your legal team before adding it to Endear.
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