Caldicott Principles and Patient Information for GP Receptionists and Care Navigators

Practical information-sharing judgement for GP reception and admin teams

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Sharing information for care and safety

GP practice reception area with staff assisting patients

The Caldicott Principles do not stop necessary sharing for patient care. In general practice, safe sharing can involve clinicians, pharmacists, care homes, community teams, safeguarding leads, interpreters, emergency services or other NHS services.

Share information by the correct route, for a clear reason, and with only the details needed. Reception staff should not make complex disclosure decisions alone but must recognise when to escalate urgently.

When sharing may be needed

  • Direct care: passing a patient's exact symptoms to the duty clinician.
  • Medicines safety: escalating a high-risk medication issue to the correct team.
  • Safeguarding: sharing relevant concerns with the safeguarding lead or via the urgent route.
  • Serious harm: using emergency or senior advice routes when risk is immediate.

When to pause and check

Requests from employers, insurers, relatives, neighbours, police, schools or informal carers often need verification. Even if the caller appears official, follow the approved process before disclosing patient information.

Good information governance supports care: share promptly by the right route, but do not disclose information casually.

Managing information: what to share with who and when

Video: 1m 3s · Creator: Transforming health and care. YouTube Standard Licence.

This Transforming health and care video features Natasha Phillips, Chief Nursing Information Officer at NHSX, on information governance in health and care. She links appropriate information sharing to safer, more effective patient care and notes that staff can be uncertain about what to share, with whom, and how as technology changes practice.

The video directs staff to the NHSX information governance portal for guidance and advice when they are unsure. Its practical message is that governance should enable necessary sharing for care while giving staff a way to check uncertainty rather than guessing.

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Scenario

A police officer phones asking whether a patient attended today and says it would help their enquiry.

What should happen?

 

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