THE WORLD MEDICAL ASSOCIATION, INC.

 

DOCUMENT:                   10.333/A

 

TITLE                  PROPOSED WMA STATEMENT ON THE ETHICAL CONSIDERATIONS REGARDING HEALTH DATABASES

 

Initiated: August 2000                                                                                                  10.333/A

Original: English

 

THE WORLD MEDICAL ASSOCIATION, INC.

 

PROPOSED WORLD MEDICAL ASSOCIATION STATEMENT ON

ETHICAL CONSIDERATIONS REGARDING HEALTH DATABASES

 

PREAMBLE

 

1.  The right to privacy is fundamental in a free and democratic society. This right includes each person’s right to determine with whom he/she will share personal health information and to exercise control over the use and disclosure of, and access to information collected about him or her whether as data or as part of human tissue.

 

2.  The right to privacy and consent are at the essence of medical practice and essential to the trust and integrity of the doctor-patient relationship. This reflects the highly sensitive nature of personal health information and the circumstances of vulnerability and trust under which it is collected. Only when all the relevant personal health information is shared with the individual physician can a full assessment of the individual patients needs be made and appropriate care and treatment instituted.

 

3.  These principles have been incorporated in WMA statements since the WMA was founded in 1947, in particular by:

 

3.1   The Declaration of Geneva, adopted by the 2nd WMA General Assembly, held in Geneva in September 1948, as last amended by the 46th General Assembly, held in Stockholm in September 1994, requires the physician to respect the secrets which are confided in him or her, even after the patient’s death;

 

3.2   The Declaration of Helsinki adopted by the 18th WMA General Assembly, held in Helsinki in June 1964, states:

 

Section 1, paragraph 6:            “The right of the research subject to safeguard his or her integrity must always be respected. Every precaution should be taken to respect the privacy of the subject…”

 

Section 1, paragraph 9:            “In any research on human beings, each potential subject must be adequately informed of the aims, methods, anticipated benefits and potential hazards of the study and the discomfort it may entail. He or she should be informed that he or she is at liberty to abstain from participation in the study and that he or she is free to withdraw his or her consent to participation at any time. The physician should then obtain the subject’s freely-given informed consent, preferably in writing”.

 

4.  The term ‘personal health information’ is defined for the purposes of this Statement as including information about: an individual’s physical or mental health; any medical or health services provided to the individual; any donation by the individual of a body part or bodily tissue or substance, and any information derived from an examination or analysis of that body part or bodily tissue or substance; any sale of a medicinal drug, medical device or equipment pursuant to a medical prescription; and any other information compiled in the course of providing medical or health services to the individual or incidental to the provision of  such services. Also included is registration information, such as a person’s social security or personal health identification number, and any payment or billing information of an obviously confidential nature. Tissue samples for research may be treated as gifts to a custodian such as an institution subject to independent ethical scrutiny if the sample is given with recorded explicit consent.

 

5.  The collection, use, access to and disclosure of personal health information without consent violates the patients right to privacy and must only occur in very limited circumstances such as emergency medical situations, in accordance with legislation which meets the requirements of the principles outlined in this statement or in response to a court decision or order. The principal purpose of the collection of personal health information must be to benefit the patient who confides or permits the information to be collected for a therapeutic purpose and to enhance the continuing care of that person. The use of that information for a secondary purpose such as education and research shall not be pursued if such activities inhibit patients from confiding information for their own health care needs, exploits their vulnerability or borrows on the trust that patients invest in their physicians for their own benefit.

 

6.  Progress in medicine and in health care is contingent upon the conduct of health and medical research, including retrospective epidemiological studies, which must be based on information concerning the health of individuals, communities, and societies. In many if not most cases, the information required for such studies is of a non-identifying nature. There may be circumstances in which the coding system used to anonymise the identity of the patient can be utilized to identify a particular person or persons, for example, if there is a recognized hazard to the health of an individual or a community. Biological samples carry a unique identifier within them and with the rapid developments in DNA typing, no sample can be truly anonymised.

 

7.  Ethical committee approval must be obtained for all new studies on biological samples that were not planned at the time the sample was taken.

 

8.  It is recognized that non-identifying or de-identified information in the health sphere does merit protection, not least since it is based, in many cases, on information that has been compiled within the context of health and medical care, and the individuals from whom it is derived have a legitimate interest in it, even after it has been de-identified by a coding or other system.

 

9.  Particular safeguards may have to be introduced in the case of centralized national health databases, especially when commercial interests are involved, for example, in the collection of genetic information based on DNA samples. No individual or institution should make a profit from allowing commercial access to the information or samples they hold in guardianship for the individual patient.

 

 

PRINCIPLES

 

10.   Right to Privacy

 

       Each individual has the right to determine with whom his or her personal health information is shared and to exercise control over that information even when in anonymous form.

 

11.   The purpose of collecting personal health information

 

       The primary therapeutic purpose of collecting personal health information concerns the initial reason for a patient consulting a physician and receiving care and treatment with referral to other professional colleagues on a need-to-know basis. The primary longitudinal purpose concerns the development of composite information about a particular patient, in order to enhance ongoing care to that person. When secondary purposes are involved, a distinction must be made between purposes mandated in applicable legislation (national or sub-national) and any other purposes (such as education or research). Non-consensual collection of personal health information must occur only under strictly regulated conditions and in very limited circumstances, when it is required or permitted by national legislation or when it is ordered or decided by a court of law.

 

12.       Knowledge and specification of purpose, collection, use, disclosure and access

 

       In the therapeutic context, health information is provided by or collected under the patient’s presumption that it is necessary to meet his or her therapeutic needs. The possibility that some or all of the health information may be subsequently used, collected, disclosed, or accessed for other purposes, or transmitted to a centralized database, must be made known to the patient by reasonable means before it is confided or collected for primary purposes. It is not acceptable to withhold such knowledge from the patient deliberately out of concern that knowledge might inhibit him or her from providing important information fully and truthfully.

 

13.   Consent

 

       The patient’s ability to decide with whom he or she will share information is crucial to the right of protection of privacy and the preservation of trust in the therapeutic context. Only the patient’s consent to the collection, use, and disclosure of, and access to, health information for the primary purpose can be inferred, Except for non-consensual purposes of a very limited nature, any other collection, use, disclosure, or access requires express consent. In some jurisdictions, national legislation specifies who may give substituted consent on behalf of minors, on behalf of adults who do not have the capacity to consent for themselves, or on behalf of deceased persons.

 

14.   Individual access

 

Patients have the right of access to their health information. In rare, limited circumstances, health information may be withheld from a patient if there is significant likelihood that disclosure would entail a substantial adverse effect on the physical, mental or emotional health of the patient or substantial harm to a third party. The health care provider must be in a position to justify the denial of access.

 

15.   Accurate recording of information

 

       Accurate recording of information is important to protect the patient’s right of privacy and in order to meet the purposes for which information is collected, used, disclosed, and accessed.

 

16.   Security   

 

Security safeguards must be in place in order to ensure that only authorized collection, use, disclosure, and access occur. Such safeguards must also assure the integrity of the available information.

 

17.       Accountability

 

Accountability is owed first and foremost to the patient. Health information custodians and custodians of tissue samples must have in place policies and procedures that recognise the principle of accountability and physicians’ and other health professionals’ duty of confidentiality to their patients. Anyone a health information custodian authorizes to have access to health information must be capable   of being held accountable for his or her actions. In addition, health information custodians must designate a qualified person responsible and accountable for monitoring and ensuring compliance with these principles within the particular institution or establishment. In cases of doubt and where time permits, reference to an independent locally established ethical committee should be made by the custodians. In order to promote accountability and discourage inappropriate access, there should be audit systems in place, especially in electronic environments, to record who has gained access to health information. Patients should be able to review this record.

 

18.       Transparency and openness

 

Policies, practices and procedures relating to health information must be transparent so that patients can clearly understand the extent and purpose of health information collection, use, disclosure and access. These must be explicit enough that the patients are adequately informed and able to acquire knowledge germane to their confiding of information, and must also be open to scrutiny and challenge.

 

RECOMMENDATIONS

 

19.   It is recommended that National Medical Associations cooperate with the relevant health authorities, at the national and other appropriate administrative levels, to formulate health information policies that conform to the above principles. These policies should address and provide for the following with respect to personal health information:

 

19.1           compliance with and giving effect to a code of confidentiality;

19.2           protection of the security of health information;

19.3           ensuring the accuracy of recorded health information;

19.4           documentation of all purposes for which the health information custodian and any custodian of tissue samples uses or discloses the health information collected, including questions of access, format, consent;

19.5           documentation as to why, how and when the collected health information may be linked to other information;

19.6           documentation as to what health information could be made available to third parties;

19.7           allowing access only to authorized users in the appropriate format and for the limited purposes for which authorization has been granted;

19.8           identification of the person or persons who are accountable for policies, procedures, and to whom complaints or enquiries can be made;

19.9           receiving and responding to complaints or enquiries;

19.10        ensuring that the persons who collect, use, disclose or access health information can be held accountable under an enforceable duty to keep information secure;

19.11        ensuring that persons who work for or in health institutions both public and private know and receive sufficient training about the code of confidentiality and related institutional policies, procedures and practices to ensure accountability;

19.12        the means of gaining access to one’s own health information held by a health institution;

19.13        making available information that a particular patient specifically requests or can reasonably be presumed to wish to know;

19.14        ensuring that patients have, or can be provided by reasonable means, with knowledge about their health information and tissue samples and that their consent is sought and obtained, as appropriate;

19.15        specification of the minimum and maximum retention periods, and rules for the cession, transfer and destruction of health information and tissue samples.

19.16        No individual or institution acting as a guardian should make a profit from allowing commercial access to tissue sample collections that have been given to the guardian as a gift;

19.17        Individuals and institutions involved in research must have procedures for making patients aware that their information is used for research and explain the reasons and safeguards. If patients object to their information being passed to others, their objections must be respected;

19.18        The policies of health information custodians and the custodians of tissue samples must be readily available to patients or their legal representatives and should include information about practices and procedures.

 

uuuu

19.9.2000

 

 

These documents do not constitute official SAMA policy.

It is, however, the opinion of the legal department

and is provided without prejudice.