Using StoriiCare Safely: Login, Sessions, and Best Practices

Edited

StoriiCare contains sensitive participant and organizational data. Using the system safely and correctly helps protect this information, ensures accurate documentation, and supports compliance with data protection requirements.

This guide outlines best practices for logging in, managing sessions, and avoiding common issues that can lead to data security risks or user confusion.


Logging In Securely

  • Always log in using your own credentials.

  • Never share usernames or passwords with others.

  • If you believe your password has been compromised, reset your password where possible. Otherwise, contact your administrator or support@storii.com immediately.

Each action taken in StoriiCare is associated with the logged-in user, so accurate login is essential for audit trails and accountability.


Logging Out When Not in Use

Staff should actively log out when they move away from a device they have been using to access StoriiCare. This helps to:

  • Prevent unauthorized access to sensitive data

  • Avoid another staff member accidentally entering information under the wrong name

  • Reduce the risk of data breaches on shared or unattended devices

The Logout option is located in the top-right corner of the StoriiCare screen.


Session Timeouts and Automatic Logout

To reduce security risks, StoriiCare automatically logs users out after a period of inactivity.

The default session timeout is 30 minutes. This protects data if a device is left unattended

Super Users may adjust session timeout settings in Business Settings, depending on your organization’s configuration.

See: Session Time & Logging Out


Managing Browser Tabs and Sessions

Opening multiple StoriiCare tabs or running multiple sessions at the same time can lead to unexpected logouts, data entry issues, or user confusion.

Staff should be aware that:

  • Having several StoriiCare tabs open in the same browser can cause session conflicts

  • Opening StoriiCare in multiple browsers or on multiple devices at the same time may trigger automatic sign-outs

Best Practice

  • Minimize the use of multiple StoriiCare tabs where possible

  • Before logging in, check whether StoriiCare is already open on the device or workstation

  • Avoid running duplicate sessions at the same time

This helps maintain a stable session and reduces the likelihood of losing work.


Assigning Staff to Participants (Access Control)

StoriiCare supports an additional layer of data protection through staff-to-participant assignment controls.

When enabled in Business Settings, this feature allows administrators to assign specific participants to specific staff members. Once activated:

  • Staff can only view the profiles of participants they are responsible for

  • All information relating to other participants is hidden and inaccessible

  • This reduces unnecessary exposure to sensitive data and supports the principle of least privilege

This setting is particularly well-suited to:

  • Home care

  • Case management

  • Key-worker or primary-carer models

While it may not be appropriate for every care setting, organizations should be aware of this option and use it where it best supports privacy, security, and regulatory compliance.

See: How to Assign Participants to Staff


Protecting Sensitive Information on the Face Sheet

Some information stored in participant profiles is highly sensitive and could compromise safety if accidentally viewed on a shared screen.

StoriiCare provides a “Click to Reveal” option within the Face Sheet template for this purpose.

When enabled:

  • Sensitive data is hidden by default

  • Users must actively click to reveal the information

  • Reduces the risk of accidental disclosure during screen sharing or use on shared devices

Recommended Use Cases

The “Click to Reveal” setting should be applied to fields such as:

  • Social Security numbers or national identifiers

  • Financial or insurance identifiers

  • High-sensitivity clinical markers

  • Any data that should only be viewed when explicitly required

See: How to Edit the Face Sheet Template


General Best Practices for Safe Use

  • Log out whenever you step away from a device

  • Be mindful of session timeouts during long periods of inactivity

  • Avoid unnecessary multiple logins or browser tabs

  • Report unusual behavior or access issues promptly

  • Utilize StoriiCare's security measures for sensitive information

Following these practices helps ensure StoriiCare remains secure, reliable, and compliant.


Need More Help?

If you need further assistance, you can reach out to our support team by emailing support@storii.com. Our support team is ready to help you with any questions or issues you may have.