Eligibility Online Manual
M409 Maintaining Applicant and Client Information Confidentiality
Purpose: This section will provide guidance about maintaining applicant and client information confidentiality
Current Policy Effective Date: April 1, 2006
Date Last Reviewed: May 16, 2007
Previous Policy:
POL M409: MAINTAINING APPLICANT AND CLIENT INFORMATION CONFIDENTIALITY
1. Information Relating to Specific Individuals Must Remain Confidential
The following information must remain confidential:
Names, addresses, and SSNs of applicants and clients.
Documents naming an individual(s).
Personal facts relating to an individual(s).
Application.
Receipt of benefits.
Information relating to social and economic conditions of individual(s), including information from IRS, SSA, and other agencies. Safeguard information from other agencies in accordance with their procedures.
Medical data, including psychological evaluations.
Any information known about individual(s), but not part of case record(s) or document(s).
Reference:
Defining Requirement: 42 CFR 431.306 – 307
Clarifying Information:
1. Confidentiality Is Defined As The Limitation Of The Use And Disclosure Of Applicant And Client Information.
Worker Responsibilities:
Safeguarding Personal Information
1. Shred documents containing personal information when files are purged according to policy or when document is no longer needed.
1A. Do not throw in garbage.