HIPAA Toolkit Toolbox

Clearer communication.
More prepared conversations.

For caregivers, families, and loved ones supporting someone living with schizophrenia or psychosis-related challenges. Understand information sharing with providers, prepare for conversations with action templates, and plan ahead with resources shaped throughout development by lived and family expertise.

HIPAA protects privacy, but uncertainty about information sharing with providers can cause confusion, delays, and communication barriers.

01 / Find Trusted Sources

HIPAA Resource Library

Find practical HIPAA information and authoritative resources across the web in one place for peers, caregivers, and professionals.

  • Federal rules and official guidance
  • Real-world communication strategies
  • Existing resources from other organizations

Find source materials to support your next care-team conversation.

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02 / Prepare for a Conversation

Caregiver-to-Provider Letter Generator

Create a customized letter and tailored tips for communicating with providers and care teams.

Describe your situation, concerns, and barriers. Prepare requests for authorization or information sharing using templates that reference official federal HIPAA sources. Not legal advice.

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03 / Learn More & Plan Ahead

HIPAA Handbook

Explore HIPAA communication pathways, options, and practical tools for everyday use.

During a challenging situation
Use setting-specific scripts, checklists, and communication tips and strategies.

In a stable period
Prepare with loved one the worksheets, authorization checklists, proxy plans, and documentation for future care.

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METHODOLOGY

Shaped by lived and family expertise

This toolkit was developed through a comprehensive, iterative process grounded in lived experience, clinical relevance, and scientific research. Multiple feedback cycles with our Family Advisory Committee, Peer Advisory Committee, and subject matter experts helped shape content around real-world needs, complexities, nuances, and perspectives. Content development included an extensive review of published literature, recent peer-reviewed research, and expert organizational resources. Each section was drafted, shaped, and refined through emerging evidence, practical approaches, and continuous input from stakeholders with expertise in recovery, caregiving, peer-led wellness, and mental health and healthcare systems.

Educational information and tools; not legal or medical advice. Other federal or state laws may affect information sharing.

Quick Getting Started Guide

Choose what you need today.

01

Find Trusted Sources

02

Prepare for a Conversation

03

Learn More & Plan Ahead