The Basics
Description
Do you know which types of release of information requests require patient authorization? Can you accurately identify all requests that fall under the Treatment, Payment and Healthcare Operations umbrella? Can you recognize all the required elements of a valid authorization? If you aren’t sure how to answer all these questions, then this is the course for you! We will walk through several common ROI scenarios and by the end of this course, not only will you be confident in answering the questions above, but you will also have gained several new tools for your ROI toolbelt! Go beyond the basics with Part 2!
Objectives:
Lesson 1: Common Terminology
- Define release of information (ROI) and other key terms integral to the release of information process
- Classify types of requests which require patient’s authorization
- Differentiate between the various types of requestors and the reason information is requested
Lesson 2: Understanding Authorization Requirements
- Recognize the required elements of a valid authorization
- Define a Personal Representative and provide some examples
- Apply methods for validating an authorization as well as a patient’s identity before completing a request
Lesson 3: Legal Requirements for Releasing Records
- Describe the federal laws governing ROI including the Minimum Necessary standard
- Define Accounting of Disclosures
- Compare State Laws and Federal Laws
- Examine timeframe requirements for releasing information
CEUs:
This program has been approved for 1 continuing education units for use in fulfilling the continued education requirements of the American Health Information Management Association (AHIMA). Granting prior approval from AHIMA does not constitute endorsement of the program content or its program sponsor.
- Domain: Information Protection: Access, Disclosure, Archival, Privacy and Security
Target Audience:
- HIM staff
- Release of Information staff
- Billing staff
- Registration staff
- Ancillary staff with release of information responsibility
* Training materials recommended for ROI Microcredential certification exam preparation’
View a course snippet on HCGTV!
Beyond the Basics
Description
Do you understand the basics of Release of Information but struggle with more complex requests and scenarios? Are you looking to increase your knowledge of the ROI process? This course provides a deeper dive into ROI and some of the more complex scenarios. We discuss how to handle releasing sensitive information, requests from law enforcement and more. This course will add even more tools to your ROI toolbelt and increase your confidence in handling complex scenarios!
Objectives:
Lesson 1: A Closer Look at Legal Requirements and Extra Protections
- Define the types of documentation afforded extra protections under the law
- Differentiate between psychotherapy notes and behavioral health progress notes
- Explain a patient’s Right to Restrictions
Lesson 2: Handling Complex Requests
- Understand the requirements for responding to a subpoena for records
- Distinguish between permitted disclosures to law enforcement and disclosures required by law
- Identify situations when a minor’s records may not be released to a parent
- Determine how to process a request from a patient’s Power of Attorney
- Explain the requirements for processing requests for a decedent’s records
Lesson 3: Operational Topics in ROI
- Discuss charging a fee for record requests and the types of requests organizations can charge fees for
- Explore how patient portals can assist the Release of Information process
- Discuss the process of releasing records from outside facilities
- Discuss other departments within an organization that perform ROI functions
CEUs:
This program has been approved for 1 continuing education units for use in fulfilling the continued education requirements of the American Health Information Management Association (AHIMA). Granting prior approval from AHIMA does not constitute endorsement of the program content or its program sponsor.
- Domain: Information Protection: Access, Disclosure, Archival, Privacy and Security
Target Audience:
- HIM staff
- Release of Information staff
- Billing staff
- Registration staff
- Ancillary staff with release of information responsibility
* Training materials recommended for ROI Microcredential certification exam preparation’
Advanced Scenarios and Hot Topics
Description
Does the ever-growing complexity of the Release of Information (ROI) landscape intimidate you? Questioning your ROI skills or your understanding of the current regulatory landscape? This webinar will explore advanced ROI scenarios, including subpoena processing, the use and disclosure of minor’s records, and HITECH requests versus patient directives. And some additional tools to your ROI toolbelt and build your confidence! This advanced webinar is a companion to our 2-part Release of Information online course series: Part 1: The Basics and Part 2: Beyond the Basics.
Objectives:
- Examine complex use and disclosure scenarios using real-world examples
- Identify proposed regulatory changes and their impacts on the release of information process
- Examine a recent HIPAA breach example
CEUs:
This program has been approved for 1 continuing education units for use in fulfilling the continued education requirements of the American Health Information Management Association (AHIMA). Granting prior approval from AHIMA does not constitute endorsement of the program content or its program sponsor.
- Domain: Information Protection: Access, Disclosure, Archival, Privacy and Security
Target Audience:
- HIM staff
- Release of Information staff
- Billing staff
- Registration staff
- Ancillary staff with release of information responsibility
* Training materials recommended for ROI Microcredential certification exam preparation
View the webinar Q&A! https://www.thehaugengroup.com/webinar-qa-release-of-information-advanced-scenarios-and-hot-topics/
Federal Compliance
Description
As the healthcare landscape evolves, so does the complexity of managing health information and navigating the use and disclosure of protected health information (PHI). Understanding the intersecting federal frameworks is more critical than ever. This webinar offers a comprehensive exploration of the federal regulations that govern uses and disclosures of PHI, including 2024 updates to 42 CFR Part 2 and the HIPAA Privacy Rule provisions regarding reproductive health information (RHI). Practical case examples will be reviewed to help learners apply the law with confidence and clarity.
Objectives:
- Identify key federal regulations that govern the uses and disclosures of protected health information (PHI)
- Recognize how the 2024 changes to the HIPAA Privacy Rule and 42 CFR Part 2 impact organizational policies, consent requirements, and disclosure decision-making
- Apply federal privacy standards to real-world scenarios
CEUs:
This program has been approved for 1 continuing education units for use in fulfilling the continued education requirements of the American Health Information Management Association (AHIMA). Granting prior approval from AHIMA does not constitute endorsement of the program content or its program sponsor.
- Domain: Information Protection: Access, Disclosure, Archival, Privacy and Security
Target Audience:
- Release of Information professionals
- Health Information professionals
- Health Information Directors, Managers, and Supervisors
- Billing Department Directors and Managers
- Billing professionals
- Revenue Integrity professionals
- Patient Access professionals
- Healthcare Analytics professional
* Training materials recommended for ROI Microcredential certification exam preparation
View the webinar Q&A! https://www.thehaugengroup.com/webinar-qa-navigating-complex-uses-and-disclosures-in-todays-roi-landscape-part-1-federal-compliance/
Minor Records
Description
Uses and disclosures of minor health records present some of the most complex and challenging scenarios in today’s ROI landscape. From different state consent laws to situations involving emancipated minors and confidential care, privacy decision-making requires a detailed understanding of both HIPAA and applicable state regulations. This webinar explores the legal and operational complexities surrounding minor health records, including how to navigate parental rights, confidentiality protections, and disclosure exceptions. Practical case examples will be reviewed to help learners apply the law with confidence and clarity.
Objectives:
- Differentiate between HIPAA and state-specific rules governing access to and disclosure of minor health records
- Recognize special circumstances where minors may consent to their own care and maintain confidentiality
- Apply legal and ethical principles to real-world scenarios with strategies to support compliant decision-making in complex situations
CEUs:
This program has been approved for 1 continuing education units for use in fulfilling the continued education requirements of the American Health Information Management Association (AHIMA). Granting prior approval from AHIMA does not constitute endorsement of the program content or its program sponsor.
- Domain: Information Protection: Access, Disclosure, Archival, Privacy and Security
Target Audience:
- Release of Information professionals
- Health Information professionals
- Health Information Directors, Managers, and Supervisors
- Billing Department Directors and Managers
- Billing professionals
- Revenue Integrity professionals
- Patient Access professionals
- Healthcare Analytics professional
* Training materials recommended for ROI Microcredential certification exam preparation
View the webinar Q&A! https://www.thehaugengroup.com/webinar-qa-navigating-complex-uses-and-disclosures-in-todays-roi-landscape-2-minor-records/
Subpoenas and Legal Requests
Description
Responding to subpoenas and other legal requests for medical records can be complex, requiring Release of Information (ROI) professionals to understand disclosure requirements while protecting patient privacy. This webinar examines the different types of subpoenas, including state, out-of-state, federal, regulatory, and grand jury subpoenas, and their application in civil, domestic, criminal, workers’ compensation, and regulatory matters.
Participants will explore court orders, qualified protective orders, satisfactory assurances, minute orders, objections, and motions to quash. Special attention will be given to identifying when state laws may impose additional requirements and when further research or escalation may be necessary. Through practical examples, participants will gain the knowledge and confidence to evaluate legal requests, determine appropriate responses, and support compliant disclosure practices.
Objectives:
- Distinguish between common types of subpoenas and other legal requests for medical records
- Determine how jurisdiction and case type may affect disclosure requirements and response deadlines
- Evaluate whether legal requests and supporting documentation provide sufficient authority for disclosure
- Identify circumstances requiring objections, motions to quash, additional research or escalation before disclosure
CEUs:
This program has been approved for 1 continuing education units for use in fulfilling the continued education requirements of the American Health Information Management Association (AHIMA). Granting prior approval from AHIMA does not constitute endorsement of the program content or its program sponsor.
- Domain: Information Protection: Access, Disclosure, Archival, Privacy and Security
Target Audience:
- Release of Information professionals
- Health Information professionals
- Health Information Directors, Managers, and Supervisors
- Billing Department Directors and Managers
- Billing professionals
- Revenue Integrity professionals
- Patient Access professionals
- Healthcare Analytics professional
* Training materials recommended for ROI Microcredential certification exam preparation
View the webinar Q&A! https://www.thehaugengroup.com/webinar-qa-navigating-complex-uses-and-disclosures-subpoenas-and-legal-requests /
Medical Terminology
Description
Understanding the contents of the medical record is an essential skill for Release of Information (ROI) professionals. Designed for individuals new to Health Information Management (HIM) or ROI, this webinar introduces foundational medical terminology, common abbreviations, and clinical documentation encountered when processing records requests.
Using commonly requested medical records as examples, participants will explore how to recognize and locate key components of the medical record, including clinical notes, diagnostic reports, operative records, and imaging results. This practical introduction will help participants build the knowledge and confidence needed to review medical records and process ROI requests accurately and efficiently.
Objectives:
- Recognize common medical terminology abbreviations found in medical records
- Identify frequently requested documents within the medical record
- Describe the purpose and typical contents of major record types
- Improve confidence navigating clinical documentation to fulfill release requests accurately
CEUs:
This program has been approved for 1 continuing education units for use in fulfilling the continued education requirements of the American Health Information Management Association (AHIMA). Granting prior approval from AHIMA does not constitute endorsement of the program content or its program sponsor.
- Domain: Information Protection: Access, Disclosure, Archival, Privacy and Security
Target Audience:
- Release of Information professionals
- Health Information professionals
- Health Information Directors, Managers, and Supervisors
- Billing Department Directors and Managers
- Billing professionals
- Revenue Integrity professionals
- Patient Access professionals
- Healthcare Analytics professional
* Training materials recommended for ROI Microcredential certification exam preparation
View the webinar Q&A! https://www.thehaugengroup.com/webinar-qa-medical-terminology-for-release-of-information-professionals/
Purchasing Details
- Upon purchase, you will have a 6-month subscription to these courses. This will allow you the opportunity to complete and review as often as you like for 6 months.
- Purchases prior to 10/30/26 include access to ROI Part 1: Basics, ROI Part 2: Beyond the Basics, ROI Advanced Scenarios, Navigating Complex Uses and Disclosures Part 1 and Part 2. Navigating Complex Uses and Disclosures Part 3 and Medical Terminology for Release of Information Professionals were added to the learning plan on 10/30/26 and the price was adjusted accordingly/li>
- Courses are accessed through www.haugenacademy.com.
- Visit our FAQ page for technical requirements and additional details.
