Date: September 27th, 2017, 2:00 pm – 3:00 pm EST  


Linda Kloss, MA, RHIA, President, Kloss Strategic Advisors, Inc.

Julia Applegate, Vice President of Client Operations, Verisma

People are indeed becoming empowered health consumers and more patients are seeking access to their medical records.  Medical Practices are handling more requests, but may not be in compliance with current regulations—and may not be meeting the needs of their patients. Medical practices should assess and upgrade policies and procedures for Release of Information (ROI) practices to improve both the quality of service to patients and other requestors and reduce compliance risk.  The demands have increased and so have the risks.

This webinar focuses on the legal, compliance and business rationale for improving ROI in the ambulatory setting.  Taking an end-to-end workflow view, best practices drawn from actual medical practices will be highlighted.  Practical assessment criteria will be provided to guide practice managers, corporate and ambulatory HIM managers, privacy and compliance officers in assessing current procedures. For practices that are part of a health system, examples will highlight the trend toward standardizing ROI across the enterprise and how they are achieving this goal.

Presenters will engage attendees in considering requirements and best practices for ambulatory release of protected health information. Julia Applegate, Vice President of Client Operations at Verisma an acknowledged expert on best ROI practices will draw upon her years of experience helping hundreds of health care organizations to improve the efficiency, quality, and compliance of ROI.  Linda Kloss, President of Kloss Strategic Advisors, Inc. a health care information privacy and governance educator and thought leader, will provide a holistic way of organizing and managing protected health information in light of the growing demand and changing technology and risks.

Designed for managers of medical practices and HIM, this webinar will address the following learning goals:

  • Review current regulations and guidance on patient access and Release of Information
  • Examine the workflow for Release of Information and key best practices throughout the process
  • Identify points of vulnerability from the perspectives of customer service, compliance and cost effectiveness
  • Review metrics for ROI efficiency and accuracy
  • Consider the need and benefits for standardizing ROI practices across a health system and viable processes for achieving greater standardization


Approved for 1 AHIMA CEU Credit: Privacy and Security