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Use this template to discuss the importance of discretion within your organization. You may be seeking to assure your clients that their secrets are safe with you or you might want to use this page to instruct your employees on the discretion you expect from them. Insert here general discussion of the importance of discretion to your organization. In other words why did you feel you needed to include the topic of discretion in your proposal. Then proceed to describe individual policies for discretion below. Discretion policy #1 e. g. " All medical records will be filed by identification code not by patient name" or " Never share account information with anyone except the client unless you have written permission to do so. " Add any necessary details here about this policy. For example you might want to describe whom it applies to name the limited personnel who have access to sensitive information describe penalties for disclosure etc. Discretion policy #2
Add any necessary details here about this policy. Discretion policy #3 Add any necessary details here about this policy. If needed add summary statement here.