Caldicott Principles and Patient Information for GP Receptionists and Care Navigators

Practical information-sharing judgement for GP reception and admin teams

  • Reputation

    No token earned yet.

    Reach 50 points to earn the Peridot (Trainee Level).

  • CPD Certificates

    Certificates

    You have CPD Certificates for 0 courses.

  • Exam Cup

    No cup earned yet.

    Average at least 80% in exams to earn the Bronze Cup.

Launch offer: Certificates are currently free when you create a free account and log in. Log in for free access

Minimum necessary information

GP practice reception area with staff assisting patients

Minimum necessary means sharing only the information needed to complete a task safely, without adding unrelated or sensitive detail.

Reception areas are often busy and semi-public. Messages with extra detail, notes read aloud, or printouts left on desks can disclose more than the task requires.

What minimum necessary looks like

  • Appointment routing: record the patient's concern in their own words but keep visible task titles brief and non-sensitive.
  • Messages to clinicians: give the facts needed for clinical action; avoid unrelated history or graphic detail.
  • Texts and voicemail: use approved wording and do not include sensitive details unless you have confirmed a safe contact route.
  • Handover: tell the next person what they need to know to manage the case, not everything you noticed.

Too little can also be unsafe

Minimum necessary is not the same as vague. Describing someone as "patient worried" could miss urgent symptoms such as "chest pain and breathlessness". Provide enough detail for the right person to act while avoiding unrelated or excessive disclosure.

Minimum necessary is not the least possible information; it is the least information that still lets the task be done safely.

Scenario

A task title says "Domestic abuse disclosure - partner checks phone" and appears on a shared screen near reception.

What is the information-governance issue?

 

Ask Dr. Aiden


Rate this page


Course tools & details Study tools, course details, quality and recommendations
Funding & COI Media Credits