Stop Costly Legal Errors When Responding to Medical Record Requests


Knowing when, how and to whom you authorize the release of medical records is like playing roulette. All it takes is one wrong decision or an innocent mistake to expose your practice to traumatic legal charges and expensive penalties.

Making things even more confusing, requests for medical records come from various sources: patients, attorneys, the courts, custodial and noncustodial parents, schools, family members, other medical practices, caregivers, payers, hospitals, etc. Each request source presents its own rules, and you are REQUIRED to comply with the nuances of each one.

The good news is that you can significantly reduce your legal and financial risk related to when, how, and to whom you authorize the release of medical records. Healthcare attorney Lester J. Perling, JD, MHA, CHC, is presenting a 60-minute online training session that will walk you through exactly how to protect yourself, your staff, and your practice from the most common and risky mistakes related to releasing your patients’ medical records.

Here are just a few of the expert strategies you’ll receive during this online training that will help you avoid the financial and legal consequences of the incorrect release of medical records:

  • Discern the proper amount of patient information to disclose in response to legal requests
  • Prevent releasing patient information beyond the scope of the request
  • Avert trouble by responding to a document subpoena too quickly
  • Negotiate the timing and scope of your records release to head off added liability
  • Avoid front-desk release of information mistakes that drive up risk
  • Know your rights subpoena, civil investigative demand, or audit request for records
  • Pin down when you should call your attorney -– and when you can handle it alone
  • Balance requirements of subpoenas and legal notices with patient privacy laws
  • Don’t be fooled into releasing records just because an attorney makes a request
  • Stop unpreparedness legal headaches for the next inevitable subpoena request
  • Differentiate between a judge’s subpoena and a records request—and correctly respond
  • Satisfy medical record requests without disclosing too much patient information
  • Head off missed deadlines and added fines without causing early response problems
  • Determine precisely when you need patient consent to respond to a records request
  • Identify which records you should never release, even with a subpoena
  • And so much more…

Who should attend: Regardless of your practice’s size or specialty, this training will help all members of your team (Administrators, Practice Managers, Front Desk Managers, Reception Staff, Providers, Nurses, etc.) avoid costly and stressful mistakes related to the release of medical records – regardless of where the request originates.

Both Federal and State laws protect your patients’ information, and you are the gatekeeper. The problem is that these laws are complex and confusing and regularly lead to mistakes that put you at significant legal and financial risk. But it doesn’t have to be this way…

Sign up for this expert-led online training today to get the proven advice you need to ensure your practice is protected from needless errors when responding to requests for the release of medical records. Don’t wait, sign up for this must-attend online training today.

Meet Your Expert

Lester J. Perling
JD, MHA, CHCPartner

Before practicing law, Lester worked for 10 years as a Hospital COO/CEO giving him a unique perspective when helping his healthcare clients. He is certified in Health Care compliance and Board Certified in Health Law by The Florida Bar. Lester has 27 years of practicing health law and white collar civil and criminal fraud defense, and he has helped clients of all types respond to hundreds of audit requests, subpoenas, and other healthcare legal processes


Everything was well laid out and the speaker touched on all the points.
Kimberly Zeissler
Engagement Coordinator , Excelsior Wellness