Exam Pass Notes

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Caldicott Basics

• The Caldicott Principles guide the proper use of confidential patient information.
• Only use patient information for a clearly justified purpose and when it is necessary.
• Limit information to the minimum needed to complete the task.
• Restrict access to those who need the information to carry out their work.

Reception Practice

• Seeing records on the system does not authorise casual browsing.
• Verify identity and authority before disclosing any information.
• Record enough detail for safe care while avoiding unnecessary exposure of sensitive information.
• Use approved channels for SMS, email, voicemail and online messages.

Sharing and Transparency

• Sharing information for individual care is sometimes necessary and appropriate.
• Check requests from third parties or external organisations carefully before sharing.
• Explain to patients why information is requested and what will happen next.
• Hold sensitive conversations in private whenever possible.

Escalation and Incidents

• Ask a supervisor for help when access, disclosure or messaging is unclear.
• Report wrong messages, misdirected documents and suspected unauthorised access.
• Do not decide on your own whether an incident is serious; escalate for assessment.
• Record and review near misses so practice and safety can improve.