Volunteer confidentiality agreement

As a volunteer of Sheltering Arms Senior Services, assert that I have read and understood the Notice of Privacy Rights furnished to me by the agency. I agree to abide by the Policy of the Agency in my service as a volunteer.

I agree not to:

  • reveal a Client’s identity in any way, or mention a Client by name when others not involved in a Client’s care may overhear.
  • disclose that a person is a Client to anyone, including a Client’s spouse.
  • leave a Client’s file unattended on my desk, or anywhere else in the workplace, at home, or wherever I perform my service.
  • have files or appointment books on my desk, or wherever I perform my service, in a manner that allows a Client’s name to be seen by others not involved in the Client’s care.
  • have a Client’s information visible on a computer screen when I am away from my desk, or wherever I perform my service.
  • leave computers, file cabinets, or other storage of Client information unsecured when I am not in the work area, my desk or vehicle, or wherever I perform my service.
  • remove any Client files or copies from the workplace for reasons other than authorized functions.
  • repeat anything a Client tells me to anyone not involved in the Client’s care.
  • disclose anything in a Client’s file to anyone not involved in the Client’s care.
  • talk about a Client with anyone not involved in the Client’s care, even if I do not use the Client’s name.
  • talk about a Client with my spouse or other members of my family or friends, unless information shared is authorized by the client or Sheltering Arms.
  • give copies of anything in a Client’s file to anyone not involved in the Client’s care.
  • retrieve messages from my voicemail or answering machine within earshot of others not involved in the Client’s care.

I agree to do the following:

  • attend/complete Privacy training as requested by Sheltering Arms.
  • refer to or address Clients in the workplace in a courteous manner without the use of a Client’s name when others not involved in the Client’s care are present.
  • keep files and appointment books face down or otherwise out of view on my desk; throughout the workplace, at home or wherever I perform my service, so that a Client’s name cannot be seen by others.
  • safeguard my computer password to prevent unauthorized people from accessing Client information.
  • strictly comply with a Client’s permission to disclose identity, confidences, or records when permission has been properly obtained in writing.
  • observe all limits and conditions a Client places on any permission to disclose confidential information.
  • return confidential materials at the termination of my service, or destroy them, as directed by Sheltering Arms.
  • safeguard a Client’s confidentiality on the receiving end of fax communications, e-mail, and telephone message-taking devices; ensure that the intended recipient is the only recipient of such communications.

Additionally,

  • I will inform Sheltering Arms immediately of any and all requests I may receive for a Client’s confidential information and follow directions on how to proceed.
  • I will immediately inform Sheltering Arms of any accidental unauthorized disclosure of a Client’s confidential information immediately.
  • I will immediately inform Sheltering Arms of any information I obtain that leads me to believe that a Client may be involved in some way, directly or indirectly, in the abuse or neglect of a child, elderly person, or disabled person or if the client is the victim of abuse or neglect. I will contact Sheltering Arms at once to determine how to proceed, and
    follow directions.