Privacy Policy
Porthia Cornwall Mental Health Clinic Customer Privacy Notice (Health and Social Care)
Registered name: Dr Claudia Murton
The Purpose of this document
We prioritise safeguarding your personal information and regularly review our measures to ensure its protection. Please read this privacy notice carefully, as it explains how we handle your personal and health-related data during and after your care, in line with the UK GDPR and Data Protection Act (2018).
Contact details
Dr Murton oversees our adherence to data protection laws. Should you have any inquiries or concerns regarding how we handle your personal information or respect your individual rights, please reach out to us at dpo@porthiaclinic.co.uk. As the sole medical practitioner, Dr Murton is responsible for your data.
What information we collect, use, and why
To offer you healthcare services using our systems and Patient Portal Carebit, we must collect, store, and use your information. This data might come from you, your referring healthcare provider, or professionals involved in your care. We may also get information from third parties like your insurance provider, social care services, or other relevant entities. The specific information collected will depend on our relationship and may include data such as:
- Name, address and contact details
- Gender
- Pronoun preferences
- Date of birth
- NHS/HSC/CHI number
- National Insurance number
- Next of Kin details including any support networks
- Emergency contact details
- Payment details (including card or bank information for transfers and direct debits)
- Insurance policy details
- Marketing preferences
- Any other details specifically provided through our forms
We will also keep records of the communications we send you and any contact between you and our Clinic in relation to the services we provide.
The communications we send to you will be tailored to any preferences you have expressed.
Special Category or Sensitive Data
As described in data protection laws that we may gather to deliver healthcare services to you requires enhanced protection. We have legal grounds and safeguards established to ensure the secure processing of this data:
- Health information (including medical conditions, allergies, medical requirements and medical history)
- Information about care needs (including disabilities, home conditions, medication and dietary requirements and general care provisions)
- Test results (including psychological evaluations, scans, bloods, x-rays, tissue tests and genetic tests)
- Call recordings, contact we have had with you such as appointments and services.
- Racial or ethnic origin;
- Religious or philosophical beliefs;
- Sex life or sexual orientation;
- Genetic data
Legal Requirements
We collect or use the following personal information to comply with legal requirements:
- Name
- Contact information
- Identification documents
- Health and safety information
- Insurance details
- Safeguarding information
- Criminal offence data
Recruitment Purposes
We collect or use the following personal information for recruitment purposes:
- Contact details (eg name, address, telephone number or personal email address)
- National Insurance number
- Copies of passports or other photo ID
- Employment history (eg job application, employment references or secondary employment)
- Education history (eg qualifications)
- Right to work information
- Details of any criminal convictions (eg Disclosure Barring Service (DBS), Access NI or Disclosure Scotland checks )
- Security clearance details (eg basic checks and higher security clearance)
Marketing and Market Research
We collect or use the following personal information for information updates, marketing or market research purposes:
- Names and contact details
- Address
- Marketing preferences
- Website and app user journey information
- IP addresses
You can unsubscribe from our marketing correspondence at any time by using the link in the email or contacting dpo@porthiaclinic.co.uk
Medical Research
National and other professional research/audit programmes and registries Health and social care research, audits and registries may be conducted and managed by organisations commissioned by the NHS, other health and social care organisations, universities, or commercial research and audit partners for such purposes as developing new treatments and improving healthcare outcomes. We always ensure that data protection and confidentiality laws are followed to protect your data, this includes compliance with the National Data Opt-Out Policy where applicable.
We collect or use the following personal information for medical research or archiving purposes:
- Personal information used for administration of the research
- Personal information used for the purpose of research
- Personal information used for medical investigations
- Records of consent, where appropriate
- Health information.
In all cases research data would be used anonymously and under consent.
Complaints or Claims
We collect or use the following personal information for dealing with queries, complaints or claims:
- Names and contact details
- Address
- Payment details
- Account information
- Purchase or service history
- Customer or client accounts and records
- Health information
How we lawfully process your data and your data protection rights
Under UK data protection law, we must have a “lawful basis” for collecting and using your personal information. There is a list of possible lawful bases in the UK GDPR. You can find out more about lawful bases on the ICO’s website.
Which lawful basis we rely on may affect your data protection rights which are in brief set out below. You can find out more about your data protection rights and the exemptions which may apply on the ICO’s website:
Your right of access – You have the right to ask us for copies of your personal information. You can request other information such as details about where we get personal information from and who we share personal information with. There are some exemptions which means you may not receive all the information you ask for. You can read more about this right here.
Your right to rectification – You have the right to ask us to correct or delete personal information you think is inaccurate or incomplete. You can read more about this right here.
Your right to erasure – You have the right to ask us to delete your personal information. You can read more about this right here.
Your right to restriction of processing – You have the right to ask us to limit how we can use your personal information. You can read more about this right here.
Your right to object to processing – You have the right to object to the processing of your personal data. You can read more about this right here.
Your right to data portability – You have the right to ask that we transfer the personal information you gave us to another organisation, or to you. You can read more about this right here.
Your right to withdraw consent – When we use consent as our lawful basis you have the right to withdraw your consent at any time. You can read more about this right here.
If you make a request, we must respond to you without undue delay and in any event within one month.
To make a data protection rights request, please contact us using the contact details at the top of this privacy notice.
Our lawful bases for the collection and use of your data
Our lawful bases for processing your information are:
We collect and process personal data, including Special Category or Sensitive Data, for patient care, services, and our patient portal (Carebit) under the following lawful bases:
Consent – We obtain your explicit permission after providing all relevant information
- All data protection rights apply, except the right to object
- You have the right to withdraw consent at any time
Contract – Collection and use of information necessary to enter into or carry out our contract with you
- All data protection rights apply except the right to object
Legal Obligation – Processing required to comply with the law
- All data protection rights apply, except:
- Right to object
- Right to data portability
- Right to erasure
Legitimate Interests – Our legitimate interests include:
Patient Care and Services:
- Providing high-quality, safe, and effective psychiatric care
- Collecting comprehensive medical histories for accurate diagnosis
- Treatment planning and ongoing care management
- Ensuring patient safety and identifying potential risks
- Maintaining detailed records for continuity of care
- Meeting legal and professional obligations
- Quality improvement through anonymised data analysis
- Research and development (with explicit consent)
Digital Services (Carebit Patient Portal):
- Enhanced patient care and accessibility
- Secure appointment management
- Medication management and reminders
- Secure sharing of educational materials
- Efficient information exchange
- Data security and protection
We implement these legitimate interests while:
- Collecting only necessary information
- Providing direct patient benefits
- Maintaining robust security measures
- Ensuring patient control over data
- Maintaining transparency in data usage
All data protection rights apply, except the right to portability.
Vital Interests
- Processing necessary when someone’s physical or mental health or wellbeing is at urgent or serious risk
- All data protection rights apply, except:
- Right to object
- Right to portability
For more information about our patient portal privacy policy, please visit: https://www.carebit.co/privacy-policy
Our lawful bases for collecting or using personal information to comply with legal requirements are:
- Consent – we have permission from you after we gave you all the relevant information. All of your data protection rights may apply, except the right to object. To be clear, you do have the right to withdraw your consent at any time.
- Contract – we have to collect or use the information so we can enter into or carry out a contract with you. All of your data protection rights may apply except the right to object.
- Legal obligation – we have to collect or use your information so we can comply with the law. All of your data protection rights may apply, except the right to erasure, the right to object and the right to data portability.
- Legitimate interests – we’re collecting or using your information because it benefits you, our organisation or someone else, without causing an undue risk of harm to anyone. All of your data protection rights may apply, except the right to portability. Our legitimate interests are:
- Our legitimate interest in collecting and using personal information to comply with legal requirements is fundamental to our operation as a responsible and law-abiding healthcare provider. This interest is essential for maintaining the integrity of our practice, protecting patient rights, and upholding the standards of the medical profession.
- Regulatory Compliance: As a healthcare provider, we are subject to various laws and regulations, including the Health and Social Care Act 2008, the Data Protection Act 2018, and the UK GDPR. Collecting and processing certain personal information is necessary to meet these legal obligations.
- Professional Standards: We are required to adhere to standards set by professional bodies such as the General Medical Council (GMC) and the Royal College of Psychiatrists. This includes maintaining accurate and complete patient records.
- Patient Safety: Legal requirements often exist to ensure patient safety. Collecting and processing personal information allows us to comply with these requirements, such as reporting adverse drug reactions or suspected abuse.
- Quality Assurance: Many legal requirements are in place to ensure the quality of healthcare services. Collecting personal information enables us to participate in audits and inspections as required by law.
- Financial Compliance: We are legally obligated to maintain accurate financial records, which necessitates the collection and processing of certain personal information related to billing and payments.
- Legal Defense: In the event of a legal claim or investigation, having accurate and complete records is crucial for our ability to respond appropriately and protect both the clinic’s and patients’ interests. We believe these interests are not overridden by individual privacy concerns because: – The information we collect for legal compliance is limited to what is necessary to fulfill our obligations. – Patients benefit from our compliance with laws and regulations designed to protect their rights and ensure quality care. – We are transparent about our legal obligations and how they impact data processing. – We implement strict data protection measures to ensure the security and confidentiality of all personal information. – Much of this data processing is mandatory, and patients would reasonably expect us to comply with legal requirements. We continuously assess our data processing activities to ensure we only collect and use personal information that is necessary for legal compliance. Our aim is to balance our legal obligations with respect for patient privacy, always striving to use personal information responsibly and in ways that ultimately benefit and protect our patients.
- Vital interests – collecting or using the information is needed when someone’s physical or mental health or wellbeing is at urgent or serious risk. All of your data protection rights may apply, except the right to object and the right to portability.
Our lawful bases for collecting or using personal information for recruitment purposes are:
- Consent – we have permission from you after we gave you all the relevant information. All of your data protection rights may apply, except the right to object. To be clear, you do have the right to withdraw your consent at any time.
- Contract – we have to collect or use the information so we can enter into or carry out a contract with you. All of your data protection rights may apply except the right to object.
- Legal obligation – we have to collect or use your information so we can comply with the law. All of your data protection rights may apply, except the right to erasure, the right to object and the right to data portability.
- Legitimate interests – we’re collecting or using your information because it benefits you, our organisation or someone else, without causing an undue risk of harm to anyone. All of your data protection rights may apply, except the right to portability. Our legitimate interests are:
- We collect and use personal information for recruitment purposes based on the following lawful bases under the UK GDPR: 1. Legitimate Interests (Article 6(1)(f) of the UK GDPR): Our primary lawful basis for processing personal information during the recruitment process is legitimate interests. We have a legitimate interest in: – Attracting and selecting suitable candidates for roles within our organization – Ensuring we hire individuals with the necessary skills, qualifications, and experience – Maintaining a fair and efficient recruitment process – Protecting our organization against any legal claims arising from the recruitment process We balance our legitimate interests against the potential impact on candidates’ privacy rights and ensure that our practices are necessary, proportionate, and respectful of individual privacy.
- Consent (Article 6(1)(a) of the UK GDPR): We may rely on consent for certain aspects of the recruitment process, such as: – Retaining candidate information for future job opportunities – Contacting a candidate’s references (with their explicit permission) – Processing any sensitive personal data that is not strictly necessary for the recruitment process In these cases, we ensure that consent is freely given, specific, informed, and unambiguous.
- Legal Obligation (Article 6(1)(c) of the UK GDPR): In some instances, we may need to process personal information to comply with legal obligations, such as: – Checking a candidate’s right to work in the UK – Complying with equal opportunities monitoring requirements – Adhering to any statutory reporting obligations
- Contract (Article 6(1)(b) of the UK GDPR): If a candidate is successful, we may process their personal information as necessary for entering into an employment contract. This includes steps taken at the request of the candidate prior to entering into the contract. We ensure that: – We only collect and process personal information that is necessary for the recruitment process – Candidates are informed about how their data will be used through our privacy notices – Personal information is kept secure and only accessed by authorized personnel – Data is retained only for as long as necessary for the recruitment process or as required by law – Candidates can exercise their rights under data protection law, including the right to access, rectify, and erase their personal information We regularly review our recruitment practices to ensure they remain compliant with data protection laws and respect candidates’ privacy rights.
Our lawful bases for collecting or using personal information for information updates, marketing or market research purposes are:
- Consent – we have permission from you after we gave you all the relevant information. All of your data protection rights may apply, except the right to object. To be clear, you do have the right to withdraw your consent at any time.
- Contract – we have to collect or use the information so we can enter into or carry out a contract with you. All of your data protection rights may apply except the right to object.
- Legal obligation – we have to collect or use your information so we can comply with the law. All of your data protection rights may apply, except the right to erasure, the right to object and the right to data portability.
- Legitimate interests – we’re collecting or using your information because it benefits you, our organisation or someone else, without causing an undue risk of harm to anyone. All of your data protection rights may apply, except the right to portability. Our legitimate interests are:
- We collect and use personal information for information updates, marketing, and market research purposes based on the following lawful bases under the UK GDPR:
- Consent (Article 6(1)(a) of the UK GDPR): Our primary lawful basis for processing personal information for marketing and market research purposes is consent. We ensure that: – Individuals provide explicit, informed consent to receive marketing communications or participate in market research. – Consent is freely given, specific, and unambiguous. – Individuals can easily withdraw their consent at any time. – We maintain records of consent for accountability purposes. This applies to: – Email newsletters and updates – SMS marketing messages – Invitations to participate in surveys or focus groups – Targeted advertising based on personal preferences
- Legitimate Interests (Article 6(1)(f) of the UK GDPR): In some cases, we may rely on legitimate interests for certain types of communication, particularly for existing patients or business contacts. This includes: – Sending relevant information about our services that may be of interest based on previous interactions – Conducting satisfaction surveys to improve our services – Analyzing anonymized data to understand market trends and patient needs When relying on legitimate interests, we: – Conduct a balancing test to ensure our interests do not override the individual’s rights and freedoms – Provide clear information about our use of data and the right to object – Honor opt-out requests promptly
- Contract (Article 6(1)(b) of the UK GDPR): For existing patients, we may send service-related updates and information necessary for the performance of our contract, such as: – Appointment reminders – Important changes to our services or policies – Information directly related to ongoing treatment or care
- Legal Obligation (Article 6(1)(c) of the UK GDPR): In rare cases, we may be required by law to send certain information, such as: – Safety notices related to treatments or medications – Mandatory public health information Key Considerations: – We always clearly distinguish between service messages and marketing communications. – We provide easy opt-out options in all marketing communications. – We do not share personal information with third parties for their marketing purposes without explicit consent. – For market research, we anonymize data wherever possible and ensure participants are fully informed about how their data will be used. – We respect individual privacy preferences and tailor our communication approaches accordingly. – We regularly review and update our marketing and research practices to ensure ongoing compliance with data protection laws and best practices. By adhering to these lawful bases and principles, we aim to balance our need to communicate effectively with our patients and improve our services while respecting individual privacy rights and preferences.
Our lawful reasons for collecting or using personal information for medical research or archiving purposes are:
- Consent – We obtain your permission after providing all relevant details. Most of your data protection rights apply, except the right to object. You have the right to withdraw your consent at any time.
- Legitimate interests – We collect or use your data because it benefits you, our organisation, or others without causing undue harm. Most of your data protection rights apply, except the right to portability. Our legitimate interests include:
- Under the UK GDPR, we base our collection and use of personal data for these purposes on the following lawful provisions:
- Consent (Article 6(1)(a) and Article 9(2)(a)):
- For specific projects, we get explicit, informed consent from participants.
- Consent is clear, freely given, specific, and well-documented.
- Participants can withdraw consent at any time.
- We keep detailed consent records for accountability.
- Public Interest (Article 6(1)(e) and Article 9(2)(j)):
- We process data for public interest when studies can significantly benefit public health or advance medical knowledge, with ethics committee approval and appropriate safeguards.
- Legitimate Interests (Article 6(1)(f)):
- For certain activities, we rely on legitimate interests when processing is necessary and does not override individuals’ rights. We balance our interests against those of the participants through thorough assessments.
- Archiving Purposes in the Public Interest (Article 6(1)(e) and Article 9(2)(j)):
- We process personal data for archiving significant historical or scientific value, complying with the UK GDPR’s requirements and ensuring suitable safeguards.
- Key Considerations and Safeguards:
- Data Minimization: We only collect the necessary amount of data for specific purposes.
- Pseudonymization and Anonymization: We protect privacy by pseudonymizing or anonymizing data when possible.
- Ethical Approval: All research undergoes rigorous ethical review and approval.
- Data Security: We implement strong measures to secure personal data.
- Transparency: We inform individuals clearly about how their data will be used.
- Individual Rights: We respect and support the exercise of their rights, like access, rectification, and erasure, where applicable.
- Storage Limitation: Personal data is retained only as long as necessary, complying with legal and ethical requirements.
- Data Sharing: Data sharing follows strict protocols and agreements for continued protection.
- Ongoing Review: We regularly update our practices to ensure compliance with data protection laws and ethical standards.
- Public Task – We collect or use data to fulfil a legally mandated task pertinent to our organisation. Most of your data protection rights apply, except the rights to erasure and portability.
- By adhering to these lawful bases and implementing comprehensive safeguards, we aim to contribute valuable medical research and maintain important archives while respecting privacy and maintaining high data protection standards.
Our lawful bases for collecting or using personal information for dealing with queries, complaints or claims are:
- Contract – we have to collect or use the information so we can enter into or carry out a contract with you. All of your data protection rights may apply except the right to object.
- Legal obligation – we have to collect or use your information so we can comply with the law. All of your data protection rights may apply, except the right to erasure, the right to object and the right to data portability.
- Legitimate interests – we’re collecting or using your information because it benefits you, our organisation or someone else, without causing an undue risk of harm to anyone. All of your data protection rights may apply, except the right to portability. Our legitimate interests are:
This is the most common lawful basis for processing personal information in this context. The clinic’s legitimate interest is to: Respond to queries and complaints: This involves understanding the nature of the issue, investigating, and providing appropriate responses. Resolve disputes: This may involve collecting and analyzing information to determine the facts and reach a fair resolution. Protect its reputation: Handling complaints and claims effectively helps to maintain the clinic’s reputation and avoid legal issues. Contractual Necessity: In some cases, the processing of personal information may be necessary to fulfill a contract with the individual, such as when they are a patient or have agreed to a specific service. Legal Obligation: The clinic may be required to process personal information to comply with a legal obligation, such as reporting incidents to regulatory bodies or responding to legal proceedings.
Where we get personal information from
We usually gather information about you with your knowledge, either directly from you, your Consultant, or a referring body.
Occasionally, we may get data from other sources, like your GP, embassy, or insurance company. You should be aware of this beforehand or we will inform you upon receiving it as part of your care.
- Directly from you
- Family members or carers
- Other health and care providers
- Social services
- Schools, colleges, universities or other education organisations
- Insurance companies
- Relevant regulatory authorities
- Third parties:
- Healthcare professionals: Doctors, nurses, or other specialists who have treated the individual. Family members or carers: If they have provided consent. Previous clinics or hospitals: If relevant medical records have been transferred.
- Previous clinics or hospitals: If relevant medical records have been transferred.
How long we keep information
This retention schedule is based on NHS England guidelines and adapted for a private psychiatry clinic in the UK. It outlines the retention periods for various types of records and data processed by the clinic. We will keep and process your personal data only for as long as is necessary for the purposes for which it was collected in connection with you being a patient, unless we have a legal right or obligation to retain the data for a longer period.
Patient Records
Record Type | Retention Period | Notes |
Adult patient records | 8 years after last treatment | including mental health records |
Young people | Until 25th birthday or 8 years after last treatment, whichever is later | for patients with special educational needs or disability, retain until 30th birthday. |
Patients who are seen and then deemed to lack mental capacity | 8 years after last treatment | Or 3 years after death if sooner |
Staff Records
Record Type | Retention Period | Notes |
Personnel files | 6 years after employment ends |
|
Occupational health records | 10 years after employment ends |
|
Recruitment information (unsuccessful candidates) | 1 Year |
|
Financial records
Record Type | Retention Period | Notes |
Financial transactions | 6 years | As per HMRC requirements |
Contracts | 6 years after contract |
|
Invoices | 6 years |
|
Governance and Risk Management
Record Type | Retention Period | Notes |
Policies and procedures | 10 years | After being superceded |
Incident reports | 10 years |
|
Complaints | 10 years |
|
Data Protection impact assessments | 6 years |
|
Communication records
Record Type | Retention Period | Notes |
General emails | 2 years | Unless related to patient care |
Patient related emails | Retain with patient record | See patient record retention periods |
Research data
Record Type | Retention Period | Notes |
Research data and records | 5 Years after completion | Or longer if specified by research protocol |
Who we share information with
Data processors
- Hosted service providers related to patient care or administration, or credit card processors.
Practice Management Software and Patient Portal – Carebit Patient Management
This data processor does the following activities for us: Billing services Patient record management, Online patient booking Patient Portal Letters, prescription services, Patient data collections via forms, collection of personal and sensitive and special category data as detailed in this privacy notice.
General correspondence (non sensitive data only) and marketing – Hubspot Customer Relationship Management and Microsoft 365 email services.
This data processor does the following activities for us: General enquiry forms, email correspondence. This service does not store patient record information, sensitive or special category data.
We may also disclose patient personal data to third parties acting as independent data controllers. All of these recipients are themselves responsible to determine the purposes and means of the processing and for the lawfulness of the processing. These third parties include:
- our auditors, lawyers, consultants, coroners, law enforcement and other public authorities (such NHS organisations);
- the police, prosecutors, courts and tribunals;
- other healthcare providers; and
our regulators including Information Commissioner’s Office, Care Quality Commission, Medicines and Healthcare products Regulatory Agency, and Health and Safety Executive.
Our Website
The only website this Privacy Notice applies to is our website. If you use a link to any other website from ours, then you will need to read their respective privacy notice. We take no responsibility (legal or otherwise) for the content of other websites.
Cookies: Our website uses cookies. For more information on which cookies we use and how we use them, please see our Cookies Policy.
Duty of confidentiality
We are subject to a common law duty of confidentiality. However, there are circumstances where we will share relevant health and care information. These are where:
- you’ve provided us with your consent (we have taken it as implied to provide you with care, or you have given it explicitly for other uses);
- we have a legal requirement (including court orders) to collect, share or use the data;
- on a case-by-case basis, the public interest to collect, share and use the data overrides the public interest served by protecting the duty of confidentiality (for example sharing information with the police to support the detection or prevention of serious crime);
- If in England or Wales – the requirements of The Health Service (Control of Patient Information) Regulations 2002 are satisfied; or
If in Scotland – we have the authority to share provided by the Chief Medical Officer for Scotland, the Chief Executive of NHS Scotland, the Public Benefit and Privacy Panel for Health and Social Care or other similar governance and scrutiny process.
We will never share your personal data with external organisations for marketing their products or services. We do not sell your personal data and never will, to anyone, under any circumstances.
How to complain
If you have any concerns about our use of your personal data, you can make a complaint to us using the contact details at the top of this privacy notice.
If you remain unhappy with how we’ve used your data after raising a complaint with us, you can also complain to the ICO.
The ICO’s address:
Information Commissioner’s Office
Wycliffe House
Water Lane
Wilmslow
Cheshire
SK9 5AF
Helpline number: 0303 123 1113
Website: https://www.ico.org.uk/make-a-complaint
Last updated
3rd January 2025