Family members, other important people in the patient's
life, and records of prior medical and psychiatric treatment are
frequently useful sources of information. Collateral information
is particularly important when patients have impaired insight, including
when patients have substance use disorders or cognitive impairment,
and is essential for treatment planning when patients require a
high level of assistance or supervision because of impaired function
or unstable behavior. Family members and others who know the patient well
may provide important information about the patient's personality
before the onset of illness, since the patient's own account
may be unduly influenced by his or her mental state. Collateral
sources of information may also provide essential information about
the illness course (Section III.C), the current symptoms and behavior
(Section III.B), and the reasons for the evaluation (Section III.A).
The extent of the collateral interviews and the extent of prior
record review should be commensurate with the purpose of the evaluation,
the complexity of the clinical presentation, and the diagnostic and
therapeutic goals. For example, in an acute inpatient or emergency
setting, collateral information may be crucial to developing an
understanding of the patient's clinical condition, whereas
in long-term outpatient psychotherapy the impact on the treatment
process of obtaining collateral information from family or others
needs to be considered. Except when immediate safety concerns are
paramount, the confidentiality of the patient should be respected. At
the same time, it is permissible for the psychiatrist to listen
to information provided by family members and other important people
in the patient's life, as long as confidential information
is not provided to the informant (Sections I.A, I.B, II.C, and V.A).