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

View a course snippet on HCGTV! 

*  Training materials recommended for ROI Microcredential certification exam preparation

Target Audience

  • Release of Information professionals
  • Health Information Management professionals
  • Health Information Technology professionals
  • Health Information Management Directors, Managers and Supervisors
  • Billing Department Directors and Managers
  • Billing professionals
  • Revenue Integrity professionals
  • Patient Access/Registration professionals
  • Healthcare Analytics professionals
  • Compliance professionals
  • Practice Managers

CE Credits

AHIMA
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

Purchasing Details

  • Upon purchase, you will have a 6-month subscription to this course. This will allow you the opportunity to complete and review as often as you like for 6 months.
  • Courses are accessed through www.haugenacademy.com.
  • Visit our FAQ page for technical requirements and additional details.

Course Snippet

388 reviews for Release of Information Part 1: Basics

4.4
4.4 out of 5 paws (based on 388 reviews)
Top dog!66%
Doggone good!11%
It was OK.21%
It was a bit RUFF.1%
Bad to the bone.1%

 

September 24, 2025

good course honed my knowledge

Avatar for Michelle
Michelle
August 3, 2025

Some of the information is worded to be tricky to understand.

Avatar for Haugen Academy Learner
Haugen Academy Learner
August 28, 2024

I enjoyed this course.

Avatar for Shirley
Shirley
August 20, 2024

I liked this course and I have worked with ROI’s for more than 30 years!

Avatar for Haugen Academy Learner
Haugen Academy Learner
July 2, 2024

As a visual type of learner, I greatly appreciated all of the pictures, maps, charts, and especially all of the cute animals that were incorporated into the lesson. They kept me engaged

Avatar for Karthikeyan
Karthikeyan
June 14, 2024

I love this course. I believe more scenarios should be added.

Avatar for Jane
Jane
May 26, 2024

Great details

Avatar for Srijith
Srijith
May 13, 2024

really good way to learn I really like it

Avatar for Lenin
Lenin
May 13, 2024

really good way to learn I really like it

Avatar for Lenin
Lenin
March 30, 2024

REALLY GOOD

Avatar for Eloisa Lynn
Eloisa Lynn
March 30, 2024

REALLY GOOD

Avatar for Eloisa Lynn
Eloisa Lynn
March 28, 2024

Clear and concise, with very good examples.

Avatar for Jennifer
Jennifer
March 28, 2024

Clear and concise, with very good examples.

Avatar for Jennifer
Jennifer
February 16, 2024

Extremely helpful and knowledgeable

Avatar for Haugen Academy Learner
Haugen Academy Learner
February 16, 2024

Extremely helpful and knowledgeable

Avatar for Haugen Academy Learner
Haugen Academy Learner
August 25, 2023

this a great learning experience to gain knowledge on release of information

Avatar for Laura
Laura
August 25, 2023

this a great learning experience to gain knowledge on release of information

Avatar for Laura
Laura
August 8, 2023

Great presentation, I knew most of this per my current job description, but not all and do not use it all, so the reminders are great. Workers Comp is new to me. Min. necessary vs info blocking is a new challenge

Avatar for Haugen Academy Learner
Haugen Academy Learner
August 8, 2023

Great presentation, I knew most of this per my current job description, but not all and do not use it all, so the reminders are great. Workers Comp is new to me. Min. necessary vs info blocking is a new challenge

Avatar for Haugen Academy Learner
Haugen Academy Learner
August 1, 2023

Thank you. The course was excellent. Easy to understand and navigate.

Avatar for Haugen Academy Learner
Haugen Academy Learner
August 1, 2023

Thank you. The course was excellent. Easy to understand and navigate.

Avatar for Haugen Academy Learner
Haugen Academy Learner
July 25, 2023

Will advise all staff to take this course.

Avatar for Tammy Young
Tammy Young
July 25, 2023

Will advise all staff to take this course.

Avatar for Tammy Young
Tammy Young
May 27, 2023

Great learning experience and easy to comprehend! Thank you!

Avatar for Mary
Mary
May 27, 2023

Great learning experience and easy to comprehend! Thank you!

Avatar for Mary
Mary

  • Exclusive New Customer Offer – 10% Off Your First Order!

    New here? Get 10% off your first order! Just enter your name and email, and your discount code will pop up instantly (and hit your inbox too). Start exploring today and grow your health information expertise!