Case management note redaction is the removal of IDs from a care-coordination entry. It meets the HIPAA Privacy Rule (45 CFR Part 164). anonym.plus works locally and keeps the plan and progress that the record holds.
When this applies
Care entries are dense free text. They name the member, the carer, and family contacts inline. To reuse them for outcome study or training, strip those IDs first.
How anonym.plus handles it
- Load one entry or a whole folder into anonym.plus.
- It scans the text for names, dates, and contacts.
- Family and carer names get flagged as related-party IDs.
- Keep the plan, the goals, and the progress lines.
- Confirm the flags, then redact or swap them.
- Save the clean copy. Nothing leaves the device.
What you need to provide
- Care entries as TXT, DOCX, PDF, or pasted text.
- An operator (Redact for audit, Replace for teaching).
- Optional allow-list for your own care terms.
PHI entity types detected
| Category | anonym.plus entity type | Example |
|---|---|---|
| Names | PERSON | Member L. Frei → [MEMBER] |
| Carer | PERSON | case worker Tomas → [STAFF] |
| Relatives | PERSON | daughter Mara → [RELATIVE] |
| Member ID | US_HEALTH_PLAN_BENEFICIARY | Mbr 66-1190 → [MEMBER_ID] |
| Dates | DATE_TIME | Visit 03/12 → [DATE] |
| Phone | PHONE_NUMBER | home 555-4410 → [PHONE] |
Compliance achieved
- Meets the HIPAA Privacy Rule (45 CFR Part 164) for reuse.
- Catches family and carer names as related-party identifiers.
- Keeps the plan, goals, and progress for outcome study.
- Offline work keeps the record inside your site.
Anonymize case management notes offline — see plans & start free →
Limitations & cautions
Free text varies a lot. Short forms and misspelled names can slip past once in a while. Always check the flags before you export. The social detail can hold indirect clues, like a job, so review those lines.
Frequently asked questions
Are family contacts removed?
Yes. When a relative's name or number sits in the member's record, it is PHI and is flagged for removal.
Does the care plan stay intact?
Yes. The plan, goals, and progress stay. Only the IDs change, so the record still serves outcome study.
Can I run a whole caseload at once?
Yes. Point anonym.plus at a folder and it works through each entry locally.