Patient Request to Access/Disclose a Designated Record Set ... 2025

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A covered entity may disclose PHI without the individuals permission for treatment, payment, and health care operations purposes. For other uses and disclosures, the Privacy Rule generally requires the individuals written permission, which is an authorization that must meet specific content requirements.
A covered entity is permitted, but not required, to use and disclose protected health information, without an individuals authorization, for the following purposes or situations: (1) To the Individual (unless required for access or accounting of disclosures); (2) Treatment, Payment, and Health Care Operations; (3)
A covered entity must disclose protected health information in only two situations: (a) to individuals (or their personal representatives) specifically when they request access to, or an accounting of disclosures of, their protected health information; and (b) to HHS when it is undertaking a compliance investigation or
A designated record set includes the following types of information: Enrollment, payment, claims adjudication, and medical management records maintained by or for a health plan. Medical records and billing records about individuals that are maintained by a physician or other provider.
The HIPAA Privacy Rule provides individuals with the right to inspect their PHI held in a designated record set, either in addition to obtaining copies or in lieu thereof, and requires covered entities to arrange with the individual for a convenient time and place to inspect the PHI.
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Mandatory disclosure of information Under the CMIA, medical information must be released when compelled: by court order. by a board, commission or administrative agency for purposes of adjudication. by a party to a legal action before a court, arbitration, or administrative agency, by subpoena or discovery request.

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