Purpose and principles
Protect confidential psychiatric information while sharing proportionately with consent, under law or to prevent serious harm, distinguish receiving concerns from disclosing records, and document purpose, recipient, minimum content and patient communication.
Confidentiality supports trust and access to care. At the start of assessment, explain that relevant information is normally shared within the healthcare team for direct care and that consent is sought for wider involvement. Discuss who the person wants included and which topics may be shared. Use professional interpreters under confidentiality arrangements. Capacity to consent to disclosure is decision specific; support communication before concluding that someone cannot decide.
Separate receiving from disclosing. A relative can provide information about weapon access, medication non-adherence or missing children even when the clinician cannot confirm that the person is a patient. Listen, obtain specific facts and explain that the information may be recorded and, where safe, discussed with the patient. Do not promise an informant that their identity will remain hidden if disclosure may be necessary for fairness or safety; consider the risk of revealing the source.