Lessons · E. Ethical and Professional Issues
E.4 · Confidential information
Every data sheet, every session video, every quick hallway chat about a client carries confidential information. Today we'll walk through when you can share it, how much you can share, and how to keep it safe the rest of the time.
Key takeaway
Treat confidential information as a cycle: collect only what services need, use it only for the agreed purposes, protect it in every format, and disclose it only with informed consent or under a Code 2.04 exception. Even when disclosure is allowed, share only the minimum the purpose requires, through a secure channel. Being bound by the same Ethics Code doesn't give a colleague a right to identifiable details.
Treat confidential information as a cycle: collect only what services need, use it only for the agreed purposes, protect it in every format, and disclose it only with informed consent or under a Code 2.04 exception. Even when disclosure is allowed, share only the minimum the purpose requires, through a secure channel. Being bound by the same Ethics Code doesn't give a colleague a right to identifiable details.
Members get the full lesson video, notes and a 5-question test
The video walks through the idea, worked examples, the trap people fall into and an exam-style question. The notes and the checkpoint come with it, and your results feed your Where to focus plan.