Client Confidentiality & Information-Sharing Decision Toolkit

PROFESSIONAL DOWNLOAD #27

What’s Included

1. Privacy First: Intake & Consent — essential checks before collecting or sharing client information.
2. Six-Step Information-Sharing Decision Path — determine what can be shared, with whom and why.
3. Consent & Disclosure Verification Log — document authorization and disclosure decisions.
4. Secure Communication & Incident Response — prevent inappropriate disclosures and respond to mistakes.
5. Three Practical Case Scenarios — practise responding to requests from landlords, partner agencies and colleagues using AI.
6. Supervision Review & 30-Day Improvement Plan — strengthen confidentiality practices.

6 pages · Printable professional toolkit · Free

No registration required

Client information is shared only when authorized, necessary, and proportionate. When uncertain, pause and consult your supervisor or privacy lead before disclosing. This toolkit supports good practice — it does not replace organizational policy or applicable privacy law.