Confidentiality and data

What confidential information or data might I need to gather?

  • Name

  • Address

  • Phone Number

  • Email

What should I do to respect confidentiality and data? Please check that the person willingly agrees for their information to be shared.

  • What information you will share (usually name, address, and phone number)

  • How you will share it (by phone, email, or online form at

  • Who will see it (e.g., our shopping facilitators)

  • Why they need it (e.g., to get shopping to the person)

..and ask the person is willing for you to do this.

For example you could say, “Would you mind if I phone or email our shopping team so we can get someone down to help? I’ll give them your name, address, and phone number. We won’t tell anyone who doesn’t need to know,” and answer any questions.

In a sense, it’s courteously checking that your neighbour knows what will be shared, how, with whom, and why.

What if they refuse?

They are unlikely to refuse, but some people might have some questions. If they do refuse, or you are not sure about anything, please email Sue to discuss at

What if I think they don’t understand?

Rarely, people with dementia or another medical condition may not fully understand what you are asking. Again please discuss these people with Sue at

Version 1.5Approved: NB resilience teamDate: 26th March 2020