D. Sample Confidentiality Policy and Intake Form


  1. Sample Policy on Confidentiality
  2. Sample Intake Form


C. Release of Information and Waivers


  1. Confidentiality Waiver and ROI Sample Form
  2. Confidentiality Waiver and ROI Sample Form (Spanish)
  3. Confidentiality Waiver and ROI Sample Form (Hmong)
  4. Sample Waiver of Nondisclosure – Wis. Stat. § 995.67
  5. Template ROI and Waiver



B. Confidentiality Procedure and Application


  1. Interviewing a Client
  2. Nondisclosure and Privilege for Advocates Involved in Person-Centered Planning Meetings
  3. Individuals with Privilege and Third Party Waiver
  4. Should I Put This Item in a Client’s File?
  5. Should I Rent a Safety Deposit Box?
  6. Agency Closing Data Transfer Procedure
  7. Team Memo on Confidentiality


A. Confidentiality Overview: State and Federal Laws


  1. Confidentiality Resources
  2. Overview of Confidentiality Requirements in Wisconsin
  3. Confidentiality and Privilege Provisions
  4. Confidentiality and Technology