Confidentiality is the basis for all personal relationships. It involves intimacy, trust and confidence and is the key to developing successful service and/or support delivery relationships with individuals.

What is "confidential?" It is all the information contained in a recipient's records, including information contained in an automated data bank, shall be considered confidential.

What is a "Breach in Confidentiality?" It occurs when recipient information is passed along to a second individual without the recipient's or recipient's guardian's knowledge or permission when information can be used against the recipient's welfare or services, or when information draws undue attention to a disability, rather than a capability.

Such records pertaining to the individual recipient may only be used for the benefit , promotion and welfare of the recipient. The goal of all discussions or information sharing regarding recipients must always be to serve the recipient.

Types of Records and Locations

The following files are maintained accordingly:

  • Major Unusual Incident (MUI) reports are kept at the MEORC/MUI office. Some are also maintained electronically by MEORC on the Google Drive.
  • Student files containing Individual Education Plans (IEP), Evaluation Team Report (ETR), Birth Certificate, Social Security Card, Custody and Guardianship records, and Incident Reports are maintained at the Golden Rule School Office.
  • All Medicaid Waiver and Support Living are maintained electronically and may include, Home and Community Based Waiver and Supported Living official files, Current Individual Service Plans, Levels of Care, Payments Authorization for Waiver Services (PAWS), Cost Attachment for Supported Living, Nursing Quality Assurance Reports, Social Summaries, Psychological Reports, FED Forms, and Incident Reports.
  • Family Support Service files are maintained electronically on Google Drive.
  • Early Intervention unofficial files containing current IFSP, current Goals and Tracking, and Progress Notes.
  • All personnel files are maintained in the administration offices of the County Board.
  • All Archived records are maintained in the school storage area or in Administration Building 3.


  1. The safekeeping of records and securing them against loss or use by unauthorized persons is the responsibility of the designated Program Director. The designated Program Director shall be responsible for all records under their assigned area of responsibility.
  2. Each employee of the County Board shall act responsibly in the provision of service delivery to ensure the confidentiality of information of each recipient receiving supports.
  3. County Board personnel collecting, maintaining, using or otherwise having access to personally identifiable data shall be informed of the confidentiality policies and procedures of the County Board and are responsible for implementing them.
  4. The County Board shall maintain, for public inspection, a current listing of names and positions of those employees who have access to the personally identifiable data.
  5. If the County Board's records include information on more than one recipients, the recipient shall have the right to inspect only the information related to them.

Disclosing of Confidential Information and Recording Procedures

The County Board shall implement procedures to obtain written consent of a recipient or legal guardian before disclosing personally identifiable information​ and other information not otherwise authorized from the records of an individual. The releases shall not exceed a time period of one year.

Video and/or audio recordings are prohibited at the Guernsey County Board of Developmental Disabilities per personnel policy 8.08.

Confidential information from the records of a recipient may be disclosed without consent of the recipient if the disclosure is:

  1. To other staff within the County Board who have been determined by the designated Program Director of the Board to have a legitimate interest in ensuring appropriate supports.
  2. To Federal and State Officials in connection with the audit or evaluation of federally supported programs, or in connection with enforcement of or compliance with the legal requirements which relate to these programs.
  3. To officials or another agency who are providing, or intend to provide services to recipients under contract with the County Board.

The County Board shall implement procedures to keep a record of parties obtaining or given access to records collected, maintained or used. Record of access disclosure shall be kept on parties to whom information is sent, including:

  1. Name of the party
  2. Date access was given
  3. Purpose for which the party is authorized to use the data

Destruction of Information

  1. The County Board shall inform a recipient in writing when personally identifiable information collected, maintained or used is no longer needed to provide services to the recipient. Such information includes, but is not limited to, documentation retained in accordance with all applicable laws and rules to ensure Medicaid related material is maintained for a period of seven years from the date of receipt of payment for services or six years after an initial audit is completed or adjudicated, whichever is longer. After this time if no further service has been provided or requested, the records may be destroyed. Written permission of the recipient shall be obtained prior to the destruction of record information.
  2. Destruction of information notices shall afford the recipient the opportunity to obtain a copy of any such records identified by the County Board prior to destruction. The personally identifiable information or a recipient may be retained permanently, unless the recipient requests that it be destroyed. Recipients should be reminded that the records may be needed by the recipient for Social Security benefits or other purposes.
  3. The information shall be destroyed at the request of the recipient in writing after (30) days of receipt of such a request by the recipient. Medicaid related record information/Fiscal date shall be maintained for a period of seven (7) years from the date of receipt of payment or for six (6) years after an initiated audit is completed or adjudicated, whichever is longer. However, a permanent record if a recipient's name, address, phone number, service(s) and support(s) provided may be maintained without time limitation.

*These procedures reflect HIPAA regulations

**A recipient who believes that information in records collected, maintained, or used under this part is inaccurate or misleading or violates the privacy or other rights of the recipient may request the County Board, which maintains the information, to amend the information.

Complete copies of Confidentiality Policy 11:05 and Confidentiality Procedures are available upon request by contacting the:

Guernsey County Board of DD Administrative Offices

60770 Southgate Road

Byesville, OH 43723


Also, Official Residential Waiver and Supported Living Files are kept at the:

MEORC Office

423 South 11th Street Suite B

Cambridge, OH 43725


Also, E.I. Unofficial Files are kept at the:

Guernsey County Board of DD

60770 Southgate Road

Byesville, OH 43723


Records shall be kept on file in a secure location to assure permanence of the records for the time during which the services are provided and for transmittal to an alternative program when alternate placement occurs. Reports made under Section 5123:61 if the ORC and 5123:2-17-02 of the OAC (Major Unusual Incidents) are not public records as defined in Section 149:43 of the ORC and may not be deemed accessible. The County Board shall review, not less than once a year, the systems and safeguards employed by the agency and staff to preserve confidentiality of information. This review shall be used to maintain the confidential nature of the information.