How to log reports for confidential clients
Article ID
ias-1874
Article Name
How to log reports for confidential clients
Created Date
1st February 2005
Product
IRIS Practice Management
Problem
When trying to log reports for confidential clients I get the message: Unable to store content of report for client ID A001 Confidential clients require a folder with permissions that protect its content
Resolution
This is a feature of report logging for confidential clients to help prevent people accessing sensitive information that they have no permission to see.
To set a confidential client password:
- Open the IRIS Main Menu and click on IRIS Practice Management
- The Staff Control Panel will be displayed
- Go to Launch | Client Lookup
- Highlight a client (e.g. A001) and click on View
- In the Basic tab, click on the ‘Advanced’ button
- Select Confidentiality
- The Confidential Client New Password screen will be displayed
- Enter the new password (e.g kite)
- Repeat the new password
- Click on OK
To log a report:
- Open the IRIS Main Menu and click on IRIS Personal Tax
- Go to Reports | All Computation
- Tick final and click on OK
- The Report Logging options box will be displayed, with the message:
Unable to store content of report for client ID A001
Confidential clients require a folder with permissions that protect its content
As a result a client folder is required to be setup with permissions set so that only certain people can access it. This client folder should then be linked to the confidential client in Practice Management, to do this:
- Open the IRIS Main Menu and click on IRIS Practice Management
- The Staff Control Panel will be displayed
- Go to Launch | Client Lookup
- Highlight a client (e.g. A001) and click on View
- Enter a confidential password (e.g. kite), click on OK
- Click on the ‘Communications’ tab
- Click on the ‘Client Folder’ button
- Specify the location of the client folder and click the OK button
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