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Can our MDT members review and discuss cases involving specific vulnerable adults if the details of the case are “de-identified”?

Welcome to the Help Desk for North Carolina adult protection multidisciplinary teams (MDTs). The purpose of the Help Desk is to create a space where all members of the adult protection community can access information and direct questions related to establishing and maintaining strong MDTs. We know that across the state MDTs are in various stages of development. Some counties have fully functioning MDTs. Some counties want to re-invigorate their efforts and some counties haven’t gotten off the ground yet with your team. The Help Desk is here for all of you – every community, and everyone who participates in the MDT.

We want you to contact us when you are facing challenges. You may want ideas about how to strengthen your team. Or perhaps you need coaching on taking your first steps in forming an MDT. Some of you may need help managing dynamics among your team members or maybe you need to access specific legal expertise in managing a current case. The Help Desk is here to support you in all of these situations. Simply reach out via email or phone to connect with us.

Below you will find a compilation of frequently asked questions we’ve received at the Help Desk, organized by subject matter.

Posted on
Thursday, July 6, 2023 - 8:13 am
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If MDT members are unable to share identifiable, confidential information about specific cases with each other, one alternative option is for members to present “de-identified” cases to each other, in which all identifying characteristics and information about the vulnerable adult have been removed and key details about the case have been changed to protect the adult’s anonymity. This option may help an MDT member to get advice and strategies from other MDT members on how to handle challenging issues in a specific case, without having to disclose any confidential information about the vulnerable adult they are serving.
 
Practically speaking, MDT members may find it challenging to truly “de-identify” a case presentation in a way that abides by applicable confidentiality laws while still allowing for meaningful case review discussions.

For example:

  • Other MDT members in the room may be working with the same vulnerable adult and may be able to identify the individual based on some of the facts presented.
  • If a case has received public attention, other MDT members may be able to identify the individual described through pieces of information they have learned in news reports or through community chatter.
  • If the MDT member presenting the case changes key details of the case in an effort to protect the vulnerable adult’s identity, those key details may be relevant to providing advice on how to handle the case. In other words, if an individual’s case is truly de-identified and anonymized when it is presented, MDT members may provide less helpful or relevant recommendations about the case, because they do not know full or accurate information about the case.

If an MDT wants to try a de-identified case review approach, each MDT member that is subject to any confidentiality laws should discuss best practices and legal requirements for de-identification of case information with their agency or organization’s legal counsel. For example, any member whose organization is subject to HIPAA must follow a specific method described in the law for de-identification of protected health information (see 45 CFR § 164.514(b)).