Registrants sometimes receive third-party requests for client information, for example from a client’s spouse or parent, third-party payors, insurance companies, Employee Assistance Programs, and lawyers.
When a registrant receives a request to release information to any third party, they must obtain the client’s informed consent to do so, unless a legal exception applies. When compelled to disclose client information for a legal proceeding, registrants should exercise prudence and are advised to consult their legal advisor to determine the best way to respond.
Please visit the Practice Matters page of the CRPO website for further discussion on the following topics as well as links to other resources:
- Client requests to share records with a third party
- Informed consent
- Informed consent when working with minors
- Deciding what information to share
- Shared records
- Concerns about risk to clients
- Consent to release information forms