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A colleague from another office asked about a patient we both treat

If it's for coordinated care and you're both involved in treatment, limited sharing is usually OK, stay professional and minimal.

  1. 1

    Confirm they are part of the care team

    Verify the person is legitimately involved in the patient's treatment. If unsure, do not share until you confirm with your privacy officer.

  2. 2

    Share only what is needed for care

    Discuss the specific clinical question, not the patient's whole history. This is the heart of the minimum necessary idea.

  3. 3

    Avoid public or casual settings

    Have the conversation in private, not hallways, cafeterias, or text threads that others can see.

  4. 4

    Document if your practice requires it

    Some organizations want a note when information is shared for care coordination. Follow your local policy.

Important

If the request feels like curiosity rather than care coordination, say no and involve your privacy officer.

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Not legal advice. Follow your organization's policies and consult counsel for legal questions.