Navigating Complex Uses and Disclosures in Today’s ROI Landscape: Part 3 – Subpoenas and Legal Requests

From: $46.00

 

This on-demand webinar was released on October 30, 2026.

The webinar recording will be available until October 29, 2027 for Provider and Corporate purchases. Individuals receive 6-months access from the date of purchase.

Please see the CE Credits Tab for CEU information.

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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

*  Training materials recommended for ROI Microcredential certification exam preparation

Click here to view the webinar Q&A.

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

Jennifer McCann, MBA, RHIA, CHPS, ODS

Jennifer brings over twenty years of experience in the healthcare industry to her role as the Director of Client Relations and Strategy with Haugen Consulting Group. She began her HIM career working in acute care settings in Rhode Island and Massachusetts before relocating to Denver in 2002. Prior to joining the Haugen Consulting Group, Jennifer spent several years in operational roles, successfully building and managing teams through complex projects and implementations. She is well versed in HIPAA privacy and security and workflow analysis.

AHIMA – CEUs expire on October 14, 2027
This webinar has been approved for 1 continuing education unit 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

Pricing Options Defined

  • Individual Learner: Entitles individual access to the on-demand webinar for 6 months. You will receive an email with your www.HaugenAcademy.com credentials after purchasing. This may land in your spam/junk folder.
  • Provider Organization: The on-demand webinar may be shared with others within your provider organization (hospitals, health systems, or physician groups). You will receive an email from Haugen Webinars with a unique link to share with your team. Webinar recordings are available for the length of the AHIMA-Approved CEU unless otherwise noted.
  • Corporate Organization (Up to 150 Learners): The on-demand webinar may be shared with others within your corporation. You will receive an email from Haugen Webinars with a unique link to share with your team. Webinar recordings are available for the length of the AHIMA-Approved CEU unless otherwise noted. If you have more than 150 learners, please Contact Us for pricing.

Additional Purchasing Details

  • If you require an invoice to proceed with this registration, contact us at 720-502-7690.
  • Visit our FAQ page for technical requirements and instructions to obtain CEUs.
  • Review our Terms of Use for full details on cancellations and refunds.

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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
Navigating Complex Uses and Disclosures in Today’s ROI Landscape: Part 3 – Subpoenas and Legal Requests
Release of Information Part 1: Basics
Release of Information Part 2: Beyond the Basics
Release of Information: Advanced Scenarios and Hot Topics