privacy-in-practice

Fertility Data Privacy Handoff Sheet

A privacy handoff sheet for deciding which BBT, mucus, LH, sex, pregnancy test, and symptom details to share with a clinic, partner, instructor, or app.

Fertility data can be useful. It can also be personal.

A chart may include BBT, cervical mucus, LH tests, sex notes, pregnancy tests, pain, spotting, medications, and clinic plans. Do not send the whole thing by habit.

Use this sheet before you share fertility data.

1. Name the handoff

Question Your answer Who will receive it? Why do they need it? What question should it answer? What date range matters? What format will you send? screenshot / table / PDF / app export / paper How will you send it?

If you cannot name the reason, pause before sending.

2. Choose what to share

Data type Share Summarize Keep out Why Period start dates Period end dates BBT values BBT chart image Cervical mucus notes LH test results Ovulation pain Spotting Sex notes Pregnancy test notes Medication notes Partner details Location details Private diary notes

Share what fits the question. Keep unrelated private notes out.

3. Pick the right version

Recipient Usually useful Usually extra Clinic Cycle dates, symptoms, relevant chart, main question Full diary, partner names, old app settings Fertility instructor Chart signs needed for instruction Medical records not related to charting Partner Agreed dates or planning notes Full app export New app Dates and signs you still need Old private notes Yourself Full archive if you want it Nothing, if you choose to keep all

This is not a rule for every case. It is a starting point.

4. Clean the file before sending

Check:

File name does not reveal more than needed. Screenshot does not show unrelated notes. App title is okay to show. Account email is not visible. Partner names are removed if not needed. Location notes are removed if not needed. Old diary text is removed if not needed. Date range is limited to the question.

Make a copy before editing. Keep the original if you need it for your own records.

Ask how it will be stored

Ask these questions before you send the chart:

What parts do you need? How will you store it? Who can see it? Can I send a summary instead of a full export? Can I remove unrelated notes first?

If the answer is unclear, send less until you know more.

6. Handoff receipt

Handoff Date sent Sent to Format Notes

Save what you sent. That way you know what you shared.

7. After sharing

Delete temporary screenshots if you do not need them. Remove files from shared folders if they were temporary. Check email attachments. Check downloads. Check cloud drive. Keep your own copy if you need it.

Floriva note

Floriva can help you keep a chart for yourself. Before you share it, decide what the other person truly needs. A smaller handoff is easier to read and easier to limit.