Exam Pass Notes

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Core Identity Principles

• Identity checks protect patient confidentiality, record accuracy and safety, and help maintain trust.
• Familiarity with a patient does not replace your practice's verification process.
• Checks should be proportionate to the sensitivity and risk of the request.
• Do not disclose details from the record while performing an identity check.

Phone, Desk and Digital Contacts

• Verify identity and authority before disclosing information on telephone calls.
• Front-desk checks must avoid revealing confidential details aloud in public areas.
• Digital messages, emails and SMS may require additional verification before you act on them.
• Check safe-contact notes before arranging call-backs, leaving voicemail or sending messages.

Third Parties and Proxy Access

• Helping a patient does not automatically give a third party the right to receive information.
• Proxy access or consent can be limited to specific tasks or records.
• You may accept safety-related information from a third party without disclosing patient information in return.
• Escalate concerns if a caller appears controlling, coercive or poses a safety risk.

Failed Checks and Records

• If a check fails, do not disclose information; this does not prevent urgent safety escalation when needed.
• Record failed checks, unusual requests, safe-contact concerns and any escalations.
• Report wrong-record risks and accidental disclosures according to local policy.
• Use factual, proportionate wording in records and make clear who made each entry.