Confidentiality in Coaching: The One Thing That Can Destroy a Career
In coaching, confidentiality isn’t optional—it’s the foundation of client trust. Every session hinges on the unspoken agreement that what’s shared stays protected. But unlike therapy, coaching lacks standardized legal safeguards across regions. This gray area can make even well-meaning coaches vulnerable to unintentional breaches.
The moment a client’s private detail slips—whether through casual mention, unsecured storage, or mishandled notes—you risk more than awkward tension. You risk professional credibility, career opportunities, and potential legal consequences. As coaching expands globally, clients are becoming more informed—and less forgiving. If your confidentiality practices aren’t airtight, your entire brand can unravel. This guide breaks down exactly what confidentiality means in coaching, how it differs from other professions, where coaches go wrong, and how to protect your career from reputational collapse.
What Confidentiality in Coaching Really Means
Confidentiality in coaching is the unspoken currency of trust. It’s not just about keeping secrets—it’s about creating an environment where clients feel safe to explore challenges, make mistakes, and share unfiltered thoughts. In this space, coaches must honor what’s said and unsaid, with boundaries that are clearly defined, professionally upheld, and legally sound.
While many coaches assume confidentiality is intuitive, the reality is more nuanced. Without structured training, it’s easy to mishandle sensitive information, give vague promises, or blur personal and professional lines. These aren’t just ethical missteps—they’re liabilities. As the industry scales, clients expect coaches to demonstrate clear, codified standards around how private information is managed, recorded, and disclosed.
Let’s break down how confidentiality operates in coaching, how it differs from other frameworks like privacy or secrecy, and why understanding this distinction is critical to your long-term credibility.
Confidentiality vs Privacy vs Secrecy
These three terms are often used interchangeably, but they have distinct legal and practical implications—especially in coaching.
Confidentiality involves a professional obligation. As a coach, you commit to not disclosing client information without permission. It’s a binding expectation, often reinforced by contracts or ethical codes.
Privacy is the client’s right to control their personal information. It focuses on what they choose to share or withhold.
Secrecy, in contrast, is the deliberate concealment of information, often without transparency. It lacks the mutual consent or ethical boundaries of confidentiality.
Understanding these differences isn’t semantic—it’s strategic. Clients aren’t just looking for a sounding board. They want a coach who knows how to protect sensitive disclosures with legal and ethical clarity. Misunderstanding these boundaries can lead to accidental breaches that have lasting repercussions.
How It Applies in Coaching, Not Just Therapy
Unlike licensed therapists, coaches often operate outside formal regulatory systems. But that doesn’t absolve them of responsibility. In fact, it places more pressure on them to create and uphold confidentiality protocols that match or exceed client expectations.
Here’s how confidentiality plays out in day-to-day coaching:
Intake Forms and Consent: From the first session, clients should sign documentation outlining what’s protected, what’s not, and when disclosures might be necessary.
Session Content: Coaches must avoid sharing client anecdotes—even anonymously—without permission. Even casual examples can unintentionally identify someone if enough context is given.
Data Storage: Session notes, recordings, and personal data should be encrypted, backed up securely, and accessible only to the coach. Cloud services must be compliant with relevant data protection laws like GDPR or HIPAA.
Third-Party Involvement: If a coach involves supervisors, mentors, or uses AI tools, the client must know how their information is handled.
Ultimately, the responsibility falls on the coach to treat every piece of information as privileged—even in non-clinical settings. Confidentiality isn’t a checkbox. It’s a living, evolving commitment that sets elite coaches apart from average ones. If you want to build a sustainable coaching business, this is the foundation you cannot afford to neglect.
Concept | Definition | Who Controls It | In Coaching Context |
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Confidentiality | A professional obligation to protect shared information from disclosure | Coach | Coach must not disclose client information without explicit permission |
Privacy | The client’s right to control what personal information they share | Client | Client chooses what to reveal or withhold during sessions |
Secrecy | Intentional concealment of information, often without ethical guidelines | Varies | Can occur if either party withholds info without transparency or consent |
Laws and Ethical Guidelines That Shape Confidentiality
Confidentiality in coaching doesn’t exist in a vacuum—it’s shaped by international ethical codes, professional standards, and in many regions, legal expectations. While coaching remains largely unregulated compared to psychotherapy or medicine, globally recognized bodies like the ICF and EMCC have established frameworks that every coach must follow to remain credible, compliant, and protected.
Failing to understand these standards doesn’t just risk client trust—it invites legal exposure, reputational harm, and professional disqualification. Whether you coach independently or through an organization, aligning with recognized codes is no longer optional—it’s a strategic necessity.
Let’s unpack the major ethical guidelines and legal mechanisms shaping confidentiality, and what you need to implement today to stay ahead.
ICF, EMCC, and Global Coaching Standards
The International Coaching Federation (ICF) and the European Mentoring and Coaching Council (EMCC) are two of the most widely respected bodies in the coaching profession. Both have detailed ethical codes, with confidentiality featured as a core competency.
ICF Guidelines emphasize:
A duty to maintain strict confidentiality unless explicit consent is given.
Obligation to inform clients about limits of confidentiality, including legal exceptions.
Clear documentation and client agreements regarding what is shared and how.
EMCC Code of Ethics mirrors these principles but goes further in some areas:
Coaches are encouraged to reflect regularly on ethical dilemmas.
Supervisors and mentors are held to the same confidentiality standards.
Coaches must disclose any dual relationships or potential conflicts of interest that could compromise confidentiality.
In both frameworks, violating confidentiality—whether through negligence or intentional disclosure—is grounds for sanctions, membership termination, and public blacklisting.
Even if you aren’t certified through ICF or EMCC, these standards are considered global benchmarks. Many clients now actively ask whether you follow these ethical codes—and whether your contract reflects them.
Confidentiality Clauses, NDAs, and Local Laws
Beyond ethical codes, legal instruments like confidentiality clauses and non-disclosure agreements (NDAs) form the backbone of enforceable privacy in coaching engagements.
Confidentiality Clauses: These are included in your coaching agreement and detail what the coach will keep confidential, exceptions (such as threats or legal mandates), and how information is stored.
NDAs: Especially useful in corporate coaching, NDAs may be mutual or one-sided, and offer legal protection if sensitive business data is involved.
Data Protection Laws: Depending on your location or client base, you may need to comply with GDPR (EU/UK), HIPAA (U.S. health-related coaching), or POPIA (South Africa). These laws govern how personal data is collected, stored, and shared—and violations can lead to hefty fines.
For example, under GDPR, even saving session notes without consent or sending emails without proper encryption can be considered a breach. Under HIPAA, health-related coaching conversations may fall under Protected Health Information (PHI) regulations, especially if you're working alongside medical practitioners.
To protect yourself:
Include specific confidentiality terms in all agreements.
Get explicit, written consent for data storage and processing.
Use encrypted platforms for communication and document management.
Avoid informal recordkeeping—verbal agreements don’t hold up under legal scrutiny.
Coaches who ignore these safeguards are not just unprofessional—they’re legally exposed. Respecting confidentiality is about more than ethics—it’s about future-proofing your career against legal and reputational collapse.
Consequences of Breaking Client Trust
One breach of confidentiality can trigger a career-ending domino effect. In coaching, your entire business hinges on trust—and once broken, it’s nearly impossible to rebuild. Unlike other missteps, violating confidentiality doesn’t just affect one client; it sends a clear message to future clients, professional networks, and even regulatory bodies: you can’t be trusted with sensitive information.
The consequences unfold on multiple levels—legal, professional, and reputational. And they don’t always come with a warning. Coaches have lost contracts, certifications, and public credibility for a single lapse in judgment.
Let’s break this down further.
Career-Damaging Case Studies
Real-life cases demonstrate just how swiftly things can unravel:
A corporate wellness coach shared anonymous examples of client struggles in a workshop. The client’s identity was easily deduced by colleagues, leading to a harassment complaint, contract termination, and public apology. She lost her entire corporate roster.
A life coach forgot to redact client names from shared documents with her supervisor. When the client discovered this, they filed a formal complaint to the EMCC, resulting in her certification suspension and removal from directories.
A mindset coach posted a “client success story” on LinkedIn, failing to mask unique identifiers. Within days, the client sued for breach of confidentiality under local privacy laws. The settlement cost over $20,000 in damages and a total wipeout of the coach’s digital presence.
Each of these situations stemmed not from malice—but from lack of awareness. In the digital age, where screenshots and recordings are easy to obtain, one misstep is all it takes to turn private coaching into public scandal.
The Ripple Effect: Reviews, Licensing Bodies, and Lawsuits
Confidentiality breaches rarely stay contained. Once a client feels betrayed, the reaction spreads:
Negative Reviews: Google and Trustpilot reviews are permanent and publicly indexed. One detailed account of a breach can derail your SEO, ads, and sales funnel.
Loss of Certification: Bodies like ICF and EMCC allow for formal client complaints. If the complaint is upheld, your certification can be revoked, and you may be listed as non-compliant online.
Legal Action: Depending on your contract and jurisdiction, clients may sue for damages. If tied to business coaching or sensitive corporate data, lawsuits may escalate into six-figure liabilities.
But the biggest threat? Silence. Many clients don’t warn you—they disappear. You won’t know your trust was broken until referrals dry up, inquiries slow, and your calendar empties.
Clients today are more educated than ever. They understand confidentiality, they expect it, and they know how to report it. To protect your practice, your name, and your income, confidentiality must be treated as a zero-compromise priority, not a courtesy.
Type | Description | Potential Impact |
---|---|---|
Negative Reviews | Clients leave detailed public complaints on platforms like Google or Trustpilot | Damaged SEO, reduced trust, lower conversion rates |
Loss of Certification | Formal complaints filed with ICF/EMCC or other bodies | Public listing as non-compliant, revoked credentials |
Legal Action | Lawsuits filed due to breach of contract or data protection laws | Financial penalties, potential six-figure liabilities |
Client Attrition (Silence) | Clients leave quietly without confrontation | Sudden referral drop, lead decay, calendar empties without explanation |
What’s Protected and What’s Not
One of the most dangerous assumptions in coaching is that everything shared in a session is automatically protected. In reality, confidentiality has clear limits—both legally and ethically. Knowing what’s covered, what’s partially protected, and what’s legally required to be disclosed is essential to avoid missteps that jeopardize your credibility.
Many coaches overpromise without understanding the boundaries. This section separates fact from fiction, helping you define clear limits in your agreements and practice.
Boundaries of Confidentiality in Real Practice
In general, the following are considered protected under standard coaching confidentiality frameworks:
Session content: Anything the client says during a session—goals, emotions, personal stories, or struggles—is confidential unless they provide explicit consent for it to be shared.
Client data: Contact information, intake forms, assessment results, and session notes are protected under data privacy laws like GDPR or HIPAA.
Recordings or transcripts: If you record sessions for supervision or client review, these must be securely stored, with prior written consent and options for opt-out.
However, the boundaries stop here. What many coaches don’t realize is that sharing de-identified stories, repeating a “type of client,” or loosely referencing situations across platforms can still lead to accidental exposure—especially in niche industries or small communities.
If someone can reasonably deduce the client’s identity from a detail you share, even without a name, it’s a breach.
Clear boundaries require:
Written definitions in your contracts of what you do and don’t protect.
Consistent policies on recordkeeping, backups, and client follow-ups.
Regular reviews of your practices to match evolving legal standards.
Exceptions: Threats, Crimes, and Court Orders
There are specific situations where confidentiality is no longer absolute—and you are legally or ethically required to disclose information:
Imminent harm: If a client expresses intent to harm themselves or others, most jurisdictions require you to notify authorities or appropriate support services.
Illegal activity: If a client discloses a crime, especially involving abuse, fraud, or violence, local laws may mandate reporting—even if the coaching relationship is private.
Court subpoenas: If a legal body compels you to share notes, communications, or testimony, you must comply or risk contempt of court charges.
Child or elder abuse: Coaches who work in family or health-related domains may be classified as mandated reporters, depending on local law.
Your coaching contract must reflect these exceptions in plain language—not legalese. Clients should understand from the start that confidentiality has clear and defined limits, and your responsibility is to uphold both their safety and your compliance.
Being transparent about what’s protected and what’s not isn’t just legally smart—it builds long-term trust. Clients appreciate coaches who are clear, upfront, and professional, especially when dealing with sensitive topics.
Best Practices to Stay Compliant
Confidentiality isn’t just a promise—it’s a compliance structure. To protect your clients and your business, you must implement practices that are repeatable, legally defensible, and aligned with global standards. Compliance isn’t about overengineering—it’s about protecting your reputation before something goes wrong.
Here’s a breakdown of what high-integrity coaches do differently—and how you can harden your systems to ensure nothing slips through the cracks.
Secure Storage, Session Notes, and Consent
Many breaches happen not in the session—but after it ends. Coaches who store notes on unsecured devices, rely on memory, or fail to clarify consent create avoidable risk.
Implement these secure practices:
Encrypted Cloud Storage: Use platforms like OneDrive Business, Dropbox Professional, or GDPR-compliant coaching CRMs. Avoid unencrypted local folders or personal email attachments.
Documented Consent: Before your first session, obtain written agreement covering confidentiality, exceptions, data use, and recording permissions. Verbal understanding is not enough.
Structured Session Notes: Record only what’s essential. Avoid writing identifiable anecdotes or opinions. Use codes or initials, and maintain access logs for who views the files.
Retention Policies: Define how long notes are stored and when they’re deleted. Most legal frameworks recommend 3–7 years, but check your local jurisdiction.
Client Access Rights: Be prepared for clients to request copies of their notes. Transparency isn’t optional—it’s often required by law.
Even small improvements—like securing your laptop with multi-factor authentication or disabling cloud syncing on shared devices—can protect you from costly exposure.
Legal Templates, Tools, and Client Agreements
Generic contracts downloaded online won’t protect you if something goes wrong. Coaches need customized legal documents tailored to their practice type, region, and client base.
At minimum, your legal toolkit should include:
Coaching Agreement: Covers session frequency, fees, cancellation policies, scope of services, and—critically—confidentiality terms. It must define what’s protected, the legal exceptions, and how data is handled.
Consent to Record: If you plan to use recordings for supervision or client review, a separate, clear consent form is required.
Data Processing Addendum (DPA): For EU clients, a DPA outlines how their personal data is stored and processed, complying with GDPR Article 28.
Non-Disclosure Agreements (NDAs): Especially useful for executive or business coaching. NDAs protect proprietary information and may be mutual or one-sided.
Emergency Protocol Templates: Have pre-written language for emails or conversations where disclosure is legally required, such as threats of harm. These templates ensure you act fast and professionally under stress.
Recommended tools to maintain legal compliance:
DocuSign or HelloSign: For secure, legally binding signatures.
Practice Management Systems: Platforms like Paperbell or CoachAccountable help automate form collection, document storage, and client communication.
Password Managers: Store login credentials securely using platforms like 1Password or Bitwarden, especially if handling sensitive records.
Being compliant isn’t about paranoia—it’s about preparedness. The coaches who survive audits, complaints, or lawsuits are those who built legal safeguards into every interaction. You don’t rise to the occasion—you fall to the level of your systems.
Category | Best Practice | Why It Matters |
---|---|---|
Secure Storage | Use encrypted cloud tools (e.g., OneDrive Business, Dropbox Pro, GDPR-compliant CRMs) | Prevents unauthorized access to client data |
Documented Consent | Collect written agreements on confidentiality, data use, and recordings before sessions | Verbal consent isn’t legally defensible |
Session Note Practices | Log essentials only; avoid identifying details; use codes/initials; track file access | Reduces risk of exposure from stolen or leaked notes |
Retention Policies | Define note retention timelines (e.g., 3–7 years depending on region) | Aligns with legal and professional guidelines |
Client Access Rights | Provide note access upon request; document all disclosures | Required under laws like GDPR and HIPAA |
Legal Coaching Agreement | Customize to your services; include clear confidentiality clauses and legal exceptions | Protects you in disputes and clarifies boundaries for the client |
Consent to Record | Use separate form when recording sessions | Ensures client control and compliance |
Data Processing Addendum (DPA) | Use for EU clients to comply with GDPR Article 28 | Avoids penalties for non-compliant international data handling |
Non-Disclosure Agreements (NDA) | Apply in executive/business coaching to safeguard proprietary info | Establishes clear confidentiality around sensitive business matters |
Emergency Protocol Templates | Pre-write scripts for disclosures (e.g., harm, abuse, court orders) | Reduces panic and errors in high-stakes situations |
E-Signature Tools | Platforms like DocuSign or HelloSign for contract completion | Provides audit-ready, legally binding signatures |
Practice Management Software | Use systems like Paperbell or CoachAccountable to centralize forms, notes, and communication | Streamlines documentation and ensures consistent recordkeeping |
Password Security | Use password managers (e.g., Bitwarden, 1Password); avoid browser-based storage | Critical when accessing client data across devices or remote setups |
How Our Certification Equips You With Legal-Safe Practice
Every module in our program is designed not just to make you a great coach—but to ensure you operate with zero legal blind spots. The biggest threat to a coaching career isn’t poor technique—it’s non-compliance. Most new coaches don't fail due to lack of passion; they fail because they didn’t know what not to do.
The Advanced Dual Health and Life Coach Certification (ADHLC) was built with legal and ethical resilience at its core. It doesn’t just teach theory—it simulates real-world challenges, prepares you with enforceable documentation, and gives you plug-and-play tools that protect your business.
Inside the Advanced Dual Health and Life Coach Certification (ADHLC)
Our ADHLC program integrates legal literacy into every module—from intake to termination.
Here’s how we prepare you to coach legally and ethically:
Confidentiality Contracts & NDAs: You’ll receive customizable templates that define scope, protect privacy, and reduce liability across personal and corporate coaching.
Legal Scenario Labs: We walk you through confidentiality dilemmas using real-world coaching situations so you can spot and prevent high-risk behaviors.
Jurisdictional Compliance: Learn how GDPR, HIPAA, and local laws apply—even if you coach clients across borders.
Risk Flagging System: Our compliance module trains you to detect verbal and behavioral red flags that might trigger disclosure obligations—before you breach your contract.
We don’t assume you’ll learn this by experience. We teach it with surgical precision, so you don’t have to learn the hard way.
Real-World Simulations, Contracts & Toolkits
The tools you leave with aren’t just educational—they’re immediately deployable in your practice.
Included in your ADHLC toolkit:
Editable Coaching Agreements with built-in confidentiality language and legal exceptions clearly outlined.
Emergency Disclosure Templates for legally required client communications involving harm or court subpoenas.
Secure Note-Taking Framework with sample formats, naming conventions, and retention policies based on global compliance standards.
Client Consent Packs that include permission to record, disclaimers for non-therapy coaching, and optional data usage rights.
These aren’t just checklists—they are the exact formats we use to train compliance-ready coaches who can scale confidently, handle complex client scenarios, and defend their practice in any audit or complaint investigation.
Whether you’re working with trauma-informed clients or C-suite executives, confidentiality mishandling is no longer tolerated. ADHLC equips you to coach powerfully while staying bulletproof on the legal front.
Frequently Asked Questions
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Confidentiality in coaching means that anything a client shares with their coach is not to be disclosed to anyone else without explicit permission. This includes personal stories, emotional disclosures, goal-setting discussions, and session notes. It establishes a foundation of mutual trust, enabling clients to be open and vulnerable. Unlike casual conversations, coaching sessions are considered privileged professional interactions. Coaches are expected to follow clear ethical guidelines, often modeled after ICF or EMCC standards, to define what’s kept confidential and what may require disclosure. Confidentiality is a non-negotiable boundary—and mishandling it can irreparably damage the client relationship and the coach’s reputation.
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In most countries, coaching is not governed by the same strict legal frameworks as therapy or healthcare. However, that doesn’t exempt coaches from accountability. Confidentiality may be legally enforced through contracts, NDAs, and privacy laws like GDPR or HIPAA, depending on the location and nature of the coaching. While there’s no universal coaching license, courts still uphold confidentiality clauses if properly documented. Ethical bodies like the ICF also allow clients to file formal complaints if boundaries are breached. So while not always “legally” required in the clinical sense, breaching confidentiality can still result in lawsuits, lost certifications, and permanent reputational damage.
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Yes. Coaches are ethically and, in many regions, legally obligated to break confidentiality if a client poses an imminent risk of harm to themselves or others. This is one of the few clear exceptions to confidentiality rules. Coaches should disclose this policy clearly in the client agreement. If a client reveals intent to commit suicide, self-harm, or violence against another person, the coach may be required to contact emergency services or a designated authority. Failure to report such threats may lead to legal consequences or civil liability. Proper documentation and pre-signed consent help ensure this process is handled lawfully.
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Session notes should be stored with the same care as medical or legal records. That means using encrypted cloud storage, strong passwords, and secure client management systems. Tools like Practice Better or Paperbell offer built-in compliance features. Notes should avoid personal opinions or unnecessary detail—stick to facts. Access should be limited to the coach only, with no sharing across devices or staff without written client consent. Complying with GDPR, HIPAA, or local data protection laws is key. If breached, even unintentionally, the coach may face legal penalties or client lawsuits, especially in corporate or health-related coaching scenarios.
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Absolutely. A confidentiality clause is essential in every coaching agreement, regardless of practice size or location. It should explain what’s protected, what exceptions apply (e.g., court orders, threats of harm), and how client data is stored. This clause legally formalizes the coach’s commitment and sets expectations for both parties. Without it, your legal footing is weak if disputes arise. Templates from credible sources like the Advanced Dual Health and Life Coach Certification (ADHLC) include legally vetted clauses that hold up under real-world scrutiny. Clients expect it, and coaches who omit it risk looking unprofessional—or worse, negligent.
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Privacy is the client’s right to control what personal information they share. Confidentiality is your obligation to protect that information once it’s shared. In simpler terms, privacy is about client autonomy; confidentiality is about coach responsibility. For example, a client may choose not to disclose a family issue—that’s privacy. If they do share it, and you’re bound to keep it protected—that’s confidentiality. Confusing these two can lead to ethical and legal missteps. Coaches must define both in their intake forms, clearly stating what will be protected, how it will be stored, and under what circumstances it may be disclosed.
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Yes—but only under specific conditions. GDPR applies when coaching clients are in the EU or UK, requiring data controllers (coaches) to obtain informed consent for storing and processing client data. This includes session notes, emails, and recordings. HIPAA may apply in U.S.-based health coaching when Protected Health Information (PHI) is involved—particularly if the coach works with hospitals or handles medical data. Even if you’re not a formal “covered entity,” mishandling sensitive information can result in hefty fines and business closure. Proper consent forms, data storage practices, and encryption are mandatory for legal protection under both frameworks.
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Even an unintentional breach—like mentioning a client’s location or job title—can constitute a confidentiality violation if the person can be reasonably identified. If this happens, the coach should immediately document the breach, notify the client, and take corrective action. Depending on the severity, this might involve reporting the breach under GDPR or HIPAA protocols, issuing an apology, or revising your contracts. Ignoring the mistake can escalate the situation—turning a forgivable error into a serious legal risk. Having a breach response policy in place, like the one taught in the ADHLC program, helps mitigate fallout and rebuild trust.
Final Thoughts
Confidentiality isn’t a soft skill—it’s a non-negotiable business asset. As coaching continues to evolve into a mainstream profession, the standards around trust, privacy, and compliance are rapidly rising. Clients no longer accept vague reassurances. They expect documented policies, airtight contracts, and legal-grade data protection.
What separates thriving coaches from those who fade out isn’t talent—it’s operational discipline. You can be transformational in session, but if your confidentiality practices are sloppy, your credibility crumbles. One mistake—a casual mention, a leaked file, a weak contract—can cost your entire business. The good news? This risk is completely preventable. With the right systems, training, and mindset, you can make confidentiality your strength—not your vulnerability.
That’s why programs like the Advanced Dual Health and Life Coach Certification (ADHLC) exist—to equip you with both coaching mastery and compliance-driven infrastructure. Because in today’s industry, ethical brilliance must be backed by legal resilience. Protect your clients. Protect your future. And coach with confidence—because nothing should ever come between you and the trust you’ve earned.
Quick Poll: What do you think is the biggest risk when handling client confidentiality? | |
A | Not clearly defining confidentiality boundaries in contracts |
B | Using unsecured tools to store session notes or client data |
C | Assuming verbal consent is enough for recordings or disclosures |
Thanks for submitting the answer.
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