Sale!

Release of Information Learning Plan

Original price was: $282.00.Current price is: $267.90.

 

Our Release of Information learning plan is crafted for healthcare professionals tasked with protecting patient privacy while ensuring accurate, timely release of information. With both foundational and advanced content, this plan supports growth and expertise, empowering you to stay compliant and responsive in a rapidly evolving field.

This learning plan includes 6-months access to:

  • Release of Information Part 1: The Basics
  • ROI Part 2: Beyond the Basics
  • ROI Advanced Scenarios and Hot Topics
  • Navigating Complex Uses and Disclosures in Today’s ROI Landscape: Part 1 – Federal Compliance
  • Navigating Complex Uses and Disclosures in Today’s ROI Landscape: Part 2 – Minor Records

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/

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 7/24/25 include access to ROI Part 1: Basics, ROI Part 2: Beyond the Basics, and ROI Advanced Scenarios. On 7/24/25, Navigating Complex Uses and Disclosures Part 1 and Part 2 were added to this learning plan and the price was adjusted accordingly.
  • Courses are accessed through www.haugenacademy.com.
  • Visit our FAQ page for technical requirements and additional details.

  • 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!