Start with the sensitive record
A psychology software demonstration should make access boundaries visible. Use fictional information and test who can see appointment details, general client information and practitioner-private notes. Do not rely only on an administrator’s view.
Check the roles in your practice
- Reception books or changes an appointment using appropriate information.
- The practitioner opens the relevant clinical history and prepares a note.
- A supervisor accesses the material allowed by your practice arrangements.
- Finance reviews the service and payer without unnecessary clinical detail.
- A former staff member loses access through the established process.
Test the referral and appointment sequence
Follow intake, consent, referral information, scheduling and telehealth into the clinical record. Check what happens when an appointment is changed or a document is missing. Confirm the data handling of the meeting provider separately from the practice software.
Review claims and AI separately
For Medicare-related, NDIS or private billing, ask which actions are supported and which require an external provider. A stored referral does not establish eligibility for a claim. If considering AI scribing, assess consent, data processing and practitioner review before using client information.
The OAIC Guide to Health Privacy is a starting source for privacy obligations. Review CordoCare’s boundaries and ask to test your access requirements in the Therapy & Allied Health workspace.