Release of Information Part 2: Beyond the Basics

Topics Covered: Release of Information ROI beyond the basics, complex ROI scenarios, additional legal requirements for releasing health information, sensitive protected health information, PHI with extra protections, substance use disorder treatment records, federally assisted substance abuse disorder programs, 42 CFR Part 2, SAMHSA, 2024 Part 2 Final Rule, single consent for future TPO uses and disclosures, SUD Counseling Notes, psychotherapy notes, behavioral health progress notes, therapist working notes, behavioral health documentation, psychotherapy notes versus progress notes, treatment plan documentation, diagnosis documentation, medication documentation, treatment modality documentation, session start and stop times, behavioral health record release, provider approval for behavioral health releases, risk of endangerment or substantial harm, genetic testing information, GINA, Genetic Information Nondiscrimination Act, BRCA gene testing, state genetic privacy laws, HIV status privacy, AIDS diagnosis privacy, sensitive information authorization forms, opt-in authorization approach, opt-out authorization approach, sexually transmitted disease documentation, AIDS/HIV documentation, behavioral health documentation disclosure choices, patient right to restrictions, HIPAA and HITECH restriction requests, verbal restriction request, written restriction request, out-of-pocket payment restriction, health plan disclosure restriction, restricted PHI flagging, EHR restriction workflows, restriction training policies and procedures, denied restriction requests, required-by-law disclosures, child abuse reporting, elder abuse reporting, gunshot wound reporting, workers’ compensation disclosure, technology limitations affecting restrictions, subpoena processing, subpoena duces tecum, court order versus subpoena, subpoena validation, subpoena delivery workflows, staff subpoena training, judge-signed court order, grand jury subpoena, out-of-state subpoena enforceability, medical record subpoena scope, billing records and HR records distinction, verifying subpoena patient details, subpoena date range, subpoena due date, patient authorization with subpoena, satisfactory assurances, patient notice of subpoena, opportunity to object, objection letter, insufficient subpoena documentation, certifying records, affidavit, notarized certification, accounting of disclosures for subpoenas, subpoena response checklist, release only documents explicitly requested, records stored offsite, disclosures required by law, public health reporting, infectious disease reporting, law enforcement requests, warrant, court order, grand jury subpoena, permitted disclosures to law enforcement, minimum necessary for law enforcement disclosures, demographic information release to law enforcement, suspected violent crime scenario, gunshot wound scenario, blood alcohol level request scenario, reproductive health information, RHI, HIPAA Privacy Rule to Support Reproductive Health Care Privacy, reproductive health disclosure attestations, Purl v. U.S. Department of Health and Human Services, removal of RHI attestation requirement, minor child records, age of majority, parent as personal representative, minors confidentially consenting to care, minor consent laws, California minor consent example, minor and parent joint consent, non-custodial parent record access, revocation of parental rights, foster parent record access, personal representative scope, Power of Attorney, Medical Power of Attorney, advance directives, DNR order, living will, patient-level POA documentation, decedent record requests, HIPAA protections after death, 50-year post-death PHI protection, spouse access, executor access, personal representative access after death, Medical Durable Power of Attorney expiration at death, family member request for decedent records, patient portals, patient portal access to records, test results and visit summaries, portal impact on ROI workload, fewer paper record requests, charging individuals for records, HIPAA cost-based fee rules, HITECH fee rules, actual-cost record fees, average-cost per-page fee schedules, electronic record flat fee, $6.50 flat-fee maximum, state fee limits, annual fee policy review, outside records, redisclosure of outside records, Health Information Exchanges, AHIMA outside record guidance, outside records used for medical decision-making, official record inclusion, transfer records, EMS records, outside records retention policy, requests processed outside HIM, lab result disclosures, ancillary department disclosures, billing statement requests, phone request verification, written request on letterhead, callback verification, demographic verification, departmental ROI training, organizational ROI policies, knowledge check scenarios, foster parent denial scenario, minor HIV testing record scenario, worker’s compensation restriction scenario, patient portal education, reasonable and cost-based fees, outside records policy, course assessment, Haugen Academy ROI education, health information management training.