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
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
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
Avoid public or casual settings
Have the conversation in private, not hallways, cafeterias, or text threads that others can see.
- 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.
Related
Not legal advice. Follow your organization's policies and consult counsel for legal questions.