This lesson focuses on obtaining explicit consent for information gathering and sharing, plus understanding confidentiality boundaries and their practical implementation.
Consent, Confidentiality, and Information Sharing
This lesson focuses on obtaining explicit consent for information gathering and sharing, plus understanding confidentiality boundaries and their practical implementation.

Consent, Confidentiality, and Information Sharing

Before gathering details, explain the purpose, how information will be used, stored, and who will access it. Obtain explicit consent to collect and process data. If consent is not provided, outline what can be discussed and what cannot be recorded.

Obtain explicit consent to share information with designated parties such as HR, Compliance, or Legal. Define the scope of sharing and emphasize the principle of data minimization — share only what is necessary.

Describe the privacy expectations and the limits of confidentiality. Identify mandatory reporting scenarios and the process for handling disclosures that require sharing for safety or legal reasons. Provide contact points for policy questions.

Respect ongoing autonomy by allowing withdrawal or modification of consent. Revisit consent if the scope changes or new information will be collected or disclosed.