Sample In-service:

Review of Confidentiality of Records and Client Information Policies

Intended Audience: All staff members

1. All information concerning patient/client care is treated confidentially. This includes personal, financial, and medical records.

2. Employee access to client information is on a need to know basis only.

3. Medical records should be secured and locked when not in use, and at the close of each business day.

4. Medical records, or other client information should not be left on an unattended desk at any time. This means that any records you are working with should be locked away when you are gone for lunch, away from your desk, and at the close of business each day.

5. Be careful not to leave client lists, or other material with client names posted on bulletin boards, in unlocked vehicles, or any other place which is in plain site or unsecured when not in use. Drivers should not leave patient lists in vehicles overnight. Tickler files and other indexes should also be secured when not in use.

6. Verbal discussion of clients and their medical, personal, and financial condition between employees may only occur when it is necessary to aid in the course of their homecare. It should never occur in the presence of other employees not involved in the care of the patient, or visitors.

7. Information contained in the company database is also considered confidential. Do not share your computer log-in with anyone else.

8. Copies of client records may not be released to any third party carrier, other care provider, or individual without the clients prior written consent.