Consent to obtain and release information by HBZr139B


									Subject: Consent to Obtain and Release Information

Policy Statements:
1. A Consent to Obtain and Release Information (CORI) form must be completed
prior to or at the first visit by an EIT staff member.

2. Every CORI form must be an original, and must be signed, dated and

3. All CORI forms will be valid for up to one year.

4. All revisions to CORI forms must be clearly indicated.

5. Staff must arrange for appropriate interpretation services for families who have
limited functional English when seeking parents’ consents for
assessment/intervention and/or obtaining/releasing information on their child.

Reason for Policy:
· To comply with the Personal Information Protection Act (PIPA)

Personal Information Protection Act (PIPA)
Staff Manual - “Guidelines for Interpretation with non-English Speaking Clients”

· Consent to Obtain and Release Information Form (CORI) 7.9A
· CORI – Exclusion form 7.9B
· CORI – Inclusion form 7.9C
Subject: Consent to Obtain and Release Information

1. Any changes to CORI forms must be carried out in one of the following ways:
· Parent or legal guardian adds or deletes name(s) from the original consent
form. Parent/guardian and witness initial beside the changes.
· Using the CORI Inclusion and/or Exclusion forms, add or delete names from
the current CORI.

2. Invalid CORI forms (over the one year limit) should be stamped void. They
remain on the main client file.

3. Any CORI forms from external agencies should be kept in the main client file.

4. If families/guardians refuse to allow consent to obtain/release information to
another health professional associated with their child’s care, staff must
communicate the risks and possible adverse consequences of this decision to
the family/guardian. This refusal should then be documented in the department

5. If there is an immediate need for consent to release/obtain information with
another agency or service provider, and there is not time to get a written
consent, then the following procedures can be followed:
_ Direct phone contact with the legal guardian to discuss actually what
information or reports can be released to another agency/service provider
_ Verbal agreement from the legal guardian clearly articulating what
information can be released to who
_ EIT staff document in ECR under “Important Information”
_ EIT staff follow up with family, requesting written consent be updated to
reflect the verbal agreement

Using interpreters for information sharing and obtaining consent
1. Staff identify interpretation needs with the family and arrange for interpretation
services (as per the procedures set out in the Staff Manual).

2. Staff must consider conflict of interest and confidentiality issues when using
family members, relatives and family friends to assist with interpretation.

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