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Practice Management Nuggets

86 EpisodesProduced by Jean EatonWebsite

Practice Management Nuggets is a weekly interview series with practice managers, healthcare providers, or trusted vendors who support healthcare practices. Topics help managers implement, maintain, or improve business and practice administration so that health care providers can focus on providing q… read more


How to Prepare Patient Records for a Court Order | Episode #066

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You are working at the reception desk of a healthcare practice. Suddenly, there is a police officer or court officer giving you a court order to produce patient records!

Don’t Panic!

Learn NOW how to respond a #CourtOrder.

In this episode we discussed how to prepare patient records for a court order with confidence!

Now, just a reminder, I’m not a lawyer and I don’t play one on TV. These are my recommendations based on my experience as a director of health records in hospitals in Canada, as a court reporter, and as a mentor to clinic managers in independent healthcare practices and not legal advice.

How to Prepare Patient Records for a Court Order E-Book

Don't be scared and confused when confronted by a police officer giving you a court order to produce patient records!

With this report we show you how to:

  • Calmly receive a court order
  • Prepare the patient's health record for disclosure
  • Anticipate your testimony in court
Download this free report to protect your healthcare practice!

Show Notes

Recorded September 2018 01:36 How to Prepare Patient Records for a Court Order 02:40 Don’t Panic 03:16 Review the Order Carefully 04:46 What This ISN’T 07:30 Validate the Court Order 08:14 Secure the Patient Records 11:08 Inform Your Custodian, Privacy Officer 12:38 The Fine Art of Severing 14:32 Table of Contents 15:24 Prepare the Paper Record 18:36 Testimony 22:39 When You Return to the Clinic 24:24 What You Should Do Now

Do This Now

Members of Practice Management Success can access the video of this episode and the resources here.

If you are not a member of Practice Management Success, yet—what are you waiting for?

Click here and register now!

With your membership to Practice Management Success, you will get great tips, tools, templates, and training that you can use right away to help you start, grow, maintain, or improve your healthcare practice.

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