Confidential or Sensitive Cases

Policy

Confidential cases are primarily maintained by a designated worker at continuing district offices. Cases that require handling as confidential or sensitive cases must be assigned to the OMC for appropriate management. Sensitive cases may be assigned to any district office. District Office Managers have the discretion to designate confidential and sensitive cases. Also refer to the Confidential and Sensitive Cases topic in Chapter 5 of DEBS BP Handbook.

Definition

The following table defines sensitive and confidential cases and indicates where the cases are to be assigned.

Client Status	Intake Case	Continuing Case	Status
Non-SSA Santa Clara County employee	May be assigned to any convenient office.	May be assigned to any EW III.	Sensitive
SSA Santa Clara County employee	Any office except where the employee works.	MUST be assigned to the Confidential Worker.	Confidential
SSA relative or significant friend who is not living with the SSA employee	Any office except where the employee works.	May be assigned to any EW III in any office except where the employee works.	Sensitive
SSA relative or significant friend living with the SSA employee	Any office except where the employee works.	MUST be assigned to Confidential Worker.	Confidential

For system entries, refer to Chewable Byte CB 2023-50: How to Set a Case as Confidential in CalSAWS and CB 2023-53: How to Enter or Remove a Confidential Indicator in MEDS.