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Developing a Tracking Tool for PHI Disclosure Requests by Release of Information Staff

Excel Template for Tracking PHI Disclosure Requests

You have been asked by the Privacy Officer of your facility to develop a tracking tool for logging requests for and disclosure of personal health information [PHI) by release of information [ROI]
staff. Please create a tool in Excel and write a report describing the process of developing such a system. Your report shou ld include:
1. A introduction explaining the importance of privacy and co nfidentiality as it pertains to PHI
2. An Excel template that includes all tracking fields and the rationale for tracking each of these specific items. You may use the hospital ROI forms that were linked in the Learning Guide, or those in use by your own facility, to get an idea of the kinds of things you may wish to track
3. A set of policy statements, written for RO I staff, explaining the appropriate disclosure of PHI, and guidelines under which PHI should or should not be released, and w ith what requirements.
4. A set of procedures, written for the ROI, explaining how the tracking tool should be used in a consistent manner to release PHI appropriately. You may need to conduct addit ional research to help you complete this assignment. You should expect to build your policy and procedure documents from the legislation in your jurisdiction. You may also use the policies and procedures at your fa cility for reference. Do not simply co py a facility's P & Pinto your paper! You are expected to show a thorough understandi ng of the subject and to use your own creativity to design the documents.

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