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Family Alliance on Severe Mental Illnesses

Toolkit letter

Providing Collateral Information

Families may need to provide information even when the care team cannot disclose personal health information in return.

Copy and edit this outline:

Subject:
Confidential collateral information regarding [name / date of birth if appropriate]
Opening:
I am providing factual observations that may be relevant to assessment, treatment or safety.
Observations:
[What you directly observed, when it occurred, and how it differs from the person’s usual functioning.]
Risks or urgent concerns:
[Specific statements or behaviours; avoid speculation.]
Supports currently in place:
[Housing, medications, appointments, family supports and service contacts.]
Confidentiality request:
Please record this information and consider whether identifying me as the source could create a safety concern.

Sincerely,
[Name]
[Contact information]