About this document

Two halves of the same care.

Confidentiality is the foundation of trust between a guide and a seeker. Documentation is how a guide takes responsibility for the relationship without compromising that trust. The two go together — and they get a small piece of your attention before every seeker arrives, not in the middle of a session.

The shape of this
Three short pieces — what confidentiality is, where it rightly bends, and how to document with care.

So before we get into either piece, here's the frame. Confidentiality is the foundation of trust between you and the seeker — without it, real things don't come to the surface, and without real things at the surface, real growth doesn't happen. Documentation is how you take responsibility for the relationship — continuity, integrity, a record of what mattered — without compromising that trust. The two are paired, and they sit together at the same place in the work: handled before the conversation, not during it.

The document is structured in three short pieces. First, what confidentiality is — the principle, what it covers, and where guides most often slip. Second, where confidentiality rightly bends — the specific situations where information leaves the protected space, always toward someone's good. And third, documentation — when, where, and how to write notes that protect the seeker while serving the work.

Read all three pieces before your first session. Most of this is foundational — once you've internalized it, it becomes the baseline you operate from without thinking about it.

Section 1 / Confidentiality

What a seeker shares belongs to the seeker.

Confidentiality covers what's said, who's named, and even the existence of the relationship — during the sessions and after them. A seeker who does not trust their guide will not bring real things to the surface, and without real things at the surface, real growth does not happen.

The plain version
What happens in session stays in session. Period. There are limits — and we'll name them — but the default, in every case where a limit doesn't apply, is silence.

The principle. What a seeker shares in session belongs to the seeker. The content of conversations, the details of their life, the struggles they bring, the names they mention — all of it stays inside the protected space of the guide-seeker relationship.

And notice the scope. Confidentiality covers more than the obvious — it covers identifying details (names, places, employers, churches), the content of conversations, and even the existence of the relationship itself. In a small community, even confirming that a seeker is working with a guide can be a breach. It also applies after the relationship ends — ending sessions does not end the obligation.

Here's why it matters in plain terms. Confidentiality is the foundation of trust that makes the work possible. A seeker who doesn't trust their guide will not bring real things to the surface. And without real things at the surface, real growth cannot happen. So the default, in every case where a limit doesn't apply, is silence. We'll name those limits in a couple of slides. Outside of them: silence.

Section 1 / Confidentiality

Where it most often slips.

Most breaches are not malicious. They happen in small, well-intentioned moments — and watching for these is most of the discipline.

1
Casual conversation with a spouse or close friend — processing a hard session aloud. Human; wrong channel.
2
Prayer requests — sharing the seeker's situation with others, even privately, is a breach.
3
Illustrative stories — when teaching or mentoring. Even anonymized, the story belongs to the seeker.
4
Confirming or denying the relationship — if asked, the answer is some version of: "That's theirs to share, not mine."
The test
Before saying anything related to a seeker, ask: did they give explicit permission for this to leave our relationship? If not — silence.

Most breaches of confidentiality are not malicious. They happen in small, well-intentioned moments — and naming the most common ones helps you notice them before they happen.

The first is the most common: casual conversation with a spouse or a close friend after a hard session, just to process out loud. The instinct is human — the channel is wrong. Even with names changed, the seeker did not consent to that conversation. The second is prayer requests. Praying with the seeker is appropriate. Sharing the seeker's situation as a prayer request to others — even privately, even in a trusted prayer group — is a breach. If others should pray for them, the seeker can ask. The third is illustrative stories when teaching or mentoring. The temptation to tell a story from a session to make a point is real. Even anonymized, the story belongs to the seeker, not to you. And the fourth is confirming or denying the relationship. If someone asks whether you work with a particular person, the answer is some version of, "I'm not able to confirm or deny who I work with. If they want to share that with you, that's their choice."

Here's the test to carry. Before saying anything related to a seeker, ask: did this seeker give explicit permission for this information to leave our relationship? If the answer is no, the answer is silence. That one question prevents almost every breach a guide would ever make.

Section 1 / Confidentiality

When the weight is on you.

The hardest moments aren't pointed questions about a seeker — they're when you are carrying weight, when you're convinced sharing could help, when silence feels like failing them. None of that changes the obligation. There are legitimate channels for the weight.

Inside BetterFaith
Formal supervision
Bring questions, hard moments, and uncertainty to BetterFaith leadership. This is the right place to be specific.
Outside, if you have one
Your own therapist
If you see a clinical therapist of your own, that's a protected channel for the emotional weight you're carrying.
Always available
Prayer
The same gospel you point seekers toward holds you, too. Bring what you carry to God before you bring it anywhere else.

This is the part I want you to sit with, because it's where good guides slip. The hardest moments aren't when someone is asking pointed questions about a seeker. The hardest moments are when you're carrying real weight from a session, when you're convinced sharing something could help, or when keeping silent feels like you're failing the seeker. None of those moments change the obligation.

So here are the legitimate channels — and these are not consolation prizes for the friend you wanted to call. They are the actual right places to bring weight from session work. First, formal supervision with BetterFaith leadership. This is where you bring the questions, the hard moments, the uncertain calls. Within supervision, identifying details may be discussed for the purpose of supporting you and the seeker — that's part of the structure that makes confidentiality safe to hold. Second, if you see a clinical therapist of your own, that's a protected channel where the emotional weight you're carrying can be processed appropriately. And third, prayer — the same gospel you point seekers toward holds you, and bringing what you carry to God in prayer is not a fallback. It's a primary channel.

And the deeper truth here: the decision to share information about a seeker's situation belongs to the seeker, not to you. Your certainty about what would help does not authorize a breach. If a situation genuinely calls for someone else to know, your role is to encourage the seeker to share — not to do it for them.

Section 2 / The Limits of Confidentiality

Where information rightly leaves.

Three situations — always toward the seeker's good or the protection of others. The Crisis & Elevation of Care document is the operational reference for the response.

Limit 1
Imminent harm
A plan, the means, and the intent to harm self or another. Stay with the seeker; contact emergency contacts; call 911 if needed.
Limit 2
Abuse of a vulnerable person
A child, dependent adult, or elder being abused right now. Direct DSS report; leadership notified in parallel, the same day.
Limit 3
Serious violent crime
Homicide, assault, sexual assault, kidnapping — committed or known. Direct report to law enforcement; leadership in parallel.

Section two — the limits. Confidentiality is strong, but it is not absolute. There are specific situations where information rightly leaves the guide-seeker relationship, and the principle that unites all of them is this: every limit is always toward the seeker's good, or toward the protection of another person.

Three protective limits. Limit one, imminent harm — if a seeker shares an active plan, the means, and the intent to harm themselves or someone else, you act: stay with the seeker, contact their emergency contact, call 911 if needed. Confidentiality yields to the protection of life. Limit two, abuse of a vulnerable person. BetterFaith guides act as mandated reporters. When a seeker discloses that they, a child, a dependent adult, or an elder is being abused right now — current and ongoing — you make a direct report to the Department of Social Services in the appropriate state, and you notify BetterFaith leadership the same day, in parallel. And limit three, serious violent crimes — homicide, attempted homicide, sexual assault, aggravated assault, kidnapping, similar. When that's disclosed, you make a direct report to law enforcement in the appropriate jurisdiction; leadership is notified in parallel.

Notice the shape these share. The report is direct from you — not routed through leadership for approval. Leadership is informed alongside the report, not in place of it. And the seeker is told honestly that the report is being made and why — care looks like honesty, even in the hard moment. The Crisis and Elevation of Care document is the operational reference for the response, the criteria, and the procedure. Read it.

Section 2 / The Limits of Confidentiality

And three structural limits.

These aren't breaches — they're the structure that makes confidentiality safe to hold in the first place.

Limit 4
Formal supervision
Identifying details may be discussed within supervision with leadership — to support you and the seeker. Outside that channel, the same details stay protected.
Limit 5
Operational requirements
Leadership may access documentation for quality of care, training, addressing concerns, or emergencies. Write with that awareness.
Limit 6
Legal process
Court orders or subpoenas are handled by BetterFaith leadership, not the individual guide. Bring any legal demand to leadership immediately.

There are three more limits worth naming — and these are different in character from the first three. The first three were about protection. These three are about the structure that makes confidentiality safe to hold in the first place. These aren't breaches at all — they're how the system works.

Limit four — formal supervision. When you bring a question, a hard moment, or an uncertain situation to BetterFaith leadership, identifying details may be discussed within that channel. That is not a breach. It is part of the structure of supervision — the same way a clinician brings cases to a supervisor. The discipline is that outside of formal supervision, those same details do not get shared. Limit five — operational requirements. BetterFaith leadership may need access to session documentation for specific operational purposes: quality of care, training, addressing concerns raised by the seeker, or responding to emergencies. This access isn't casual, and it isn't constant — but you should document with the awareness that leadership can read what you write. And limit six — legal process. In rare situations, confidentiality may be limited by a court order, a subpoena, or another legal demand. Those situations are handled by BetterFaith leadership, not by you individually. If you're ever contacted directly with any legal demand, you bring it to leadership immediately and do not respond on your own.

Section 3 / Documentation

Documentation, in short.

Documentation serves continuity, clarity, and the integrity of the work — for one seeker and the next. It is a discipline, not an essay.

1
Right after the session — while details are fresh, before the day pulls your attention away.
2
In BetterFaith's platform — never personal notebooks, email, or cloud storage.
3
If a seeker asks to see their notes — that request goes to BetterFaith leadership, not handled on your own.
Lean toward less
In close calls about what to write, the question is always: does this protect the seeker, or could it expose them? When in doubt, leave it out.

Section three — documentation. Three short operational pieces, and then one principle that runs underneath them.

First, the timing. Documentation happens directly after each session — while details are fresh, before the next thing in your day pulls your attention away. Notes that are delayed lose accuracy and are far more likely to be skipped entirely. Close the session, document, then move on. Second, where notes live. All session notes go into BetterFaith's documentation platform — never personal notebooks, never personal email, never personal cloud storage. Personal storage is a confidentiality risk: it's not protected by BetterFaith's access controls, and it can't be retrieved by leadership if it's ever needed. If you're not sure where to document, that question goes to BetterFaith leadership before your first session begins. Third, if a seeker ever asks to see their session notes, that request does not get handled on your own. It comes to leadership. This protects the seeker — some notes need context to be received well; it protects you — sharing notes is a meaningful action that benefits from oversight; and it protects the integrity of the documentation system.

And the principle underneath all of it: lean toward less. In a close call about whether to include a detail, leave it out. A spare, useful note is always better than a thorough one that names things the seeker would not want named. The question to ask is simple — does this protect the seeker, or could it expose them? When in doubt, leave it out. Documentation is a discipline. Five to ten minutes per note. Not an essay.

Section 3 / Documentation

Write what mattered — not everything that was said.

A useful note…
a short summary of what was discussed — 2 to 4 sentences
what you observed — emotional shifts, signs of growth or struggle
anything invited or planned — practices, next steps
open threads to revisit next time
Leave out…
direct quotes, unless the exact words carry meaning
identifying details about people the seeker mentioned
your reactions, frustrations, judgments, or speculation
theological commentary or confession-adjacent specifics
The tone test
Write the kind of note you would be comfortable handing the seeker themselves. If a phrase would expose or embarrass them — rewrite it or leave it out.

Here's the practical shape of a useful note. Four short parts. A short summary of what was discussed — two to four sentences; themes and content, not a transcript. What you observed — one to three sentences; emotional shifts, notable moments, signs of growth or struggle. Anything invited or planned — one to two sentences; a spiritual practice you offered, next steps you agreed on. And any open threads worth revisiting next time. That's it. Five to ten minutes per note.

Now what to leave out. Direct quotes — unless the seeker's exact words carry meaning that paraphrase would actually lose. Specific identifying details about other people the seeker mentioned — names of family members, employers, churches — unless they're directly relevant and unavoidable. Your personal reactions, frustrations, or judgments about the seeker. Speculation about their psychology, motives, or character — if you didn't observe it, it doesn't go in the notes. Theological commentary on their beliefs or choices — notes are records of what happened, not assessments of the seeker. And sensitive content shared in confession-adjacent moments — the existence of the conversation may be worth noting; the specifics typically are not.

And here's the test that holds the whole thing. Write the kind of note you would be comfortable handing to the seeker themselves. If a phrase would embarrass them, expose them, or feel like a violation if they read it back — rewrite it, or leave it out.

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