Telephone Skills for GP Receptionists and Care Navigators

Safe, clear telephone communication for identity checks, listening, call-backs, confidentiality and records

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Confidentiality, privacy and safe contact

Three reception staff at desk using phones and computers

Telephone calls may seem private, but others can hear the caller, or the call may go to voicemail, speakerphone or a shared device.

Think about both ends of the call

Reception staff often take calls from busy workspaces. Patients may be in a shared home, workplace, car, pharmacy, care home or public place. Do not discuss sensitive information until you have checked identity, consent and that the caller can speak privately.

Safe contact is especially important when there are concerns about domestic abuse, coercive control, safeguarding, mental health, sexual health, pregnancy, young people, or any situation where another person may monitor the patient's phone.

Telephone confidentiality checks

  • Check whether the patient can speak freely if the topic is sensitive.
  • Use only approved voicemail or text wording.
  • Follow proxy and consent procedures for third-party callers.
  • Record safe-contact instructions where relevant.
  • Escalate if safe contact suggests safeguarding risk.

Voicemail, speakerphone and shared devices

Leaving a message can disclose information to the wrong person. If voicemail is allowed locally, use the approved wording. If the caller says not to leave messages, or says someone else checks the phone, treat that as important safety information.

Confidentiality on the phone includes who is listening at both ends of the call.

Consent to share - a video for Southern Health Staff

Video: 2m 6s · Creator: Hampshire and IOW Healthcare NHS Foundation Trust. YouTube Standard Licence.

This Hampshire and IOW Healthcare NHS Foundation Trust video shows two short phone-call examples where a family member contacts a service but the patient has not given consent to share information.

In the first example, staff explain they cannot share information because consent is absent and the call ends. In the second, staff protect confidentiality while inviting the family member to describe what they know about the patient. The caller mentions the patient's interests: football, wildlife photography, live music and action films.

The practical point is that a lack of consent to disclose does not stop staff from listening, asking appropriate questions and gathering relevant information from relatives or carers without confirming confidential details from the record.

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Scenario

A patient whispers, "Please do not leave a message. My partner checks my phone."

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