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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

Brought to you by your Practical Privacy Coach and Practice Management Mentor

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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!

In this month’s Q&A with Jean, 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.

Show Notes 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

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