Avoid Costly Legal Errors When Responding to Medical Record Requests

Releasing medical records is a financial and legal nightmare just waiting to happen. One wrong decision related to who, what, when or how you release patient information can leave you exposed to expensive penalties and traumatic legal charges.

Making things more complicated, medical records’ requests come from a variety of sources: patients, attorneys, the courts, custodial and noncustodial parents, schools, family members, other medical practices, caregivers, payers, hospitals, etc. Each source presents with its own set of rules that you are REQUIRED to comply with.

The good news is that you can significantly reduce your legal and financial risk when it comes to releasing patient medical records. During this 60-minute online training, healthcare attorney, Lester J. Perling, JD, MHA, CHC, will walk you through how to protect yourself and your practice from the most common and risky mistakes related to releasing medical records.

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

  • Discern the proper amount of patient information to disclose in response to a legal request
  • Prevent releasing patient information beyond the scope of the request
  • Avert trouble from responding to a document subpoena too quickly
  • Negotiate timing and scope of your records release to head off added liability
  • Avoid the most common legal mistakes when releasing patient medical records
  • Know your rights when responding to 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 made the request
  • Stop unpreparedness legal headaches for the next inevitable subpoena for medical records
  • 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 exactly when you need patient consent to respond to a record 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 avoid costly and stressful mistakes when releasing medical records (Administrators, Practice Managers, Front Desk Managers, Reception Staff, Providers, Nurses, etc.).

The protection of your patients’ information is protected by both Federal and State laws, 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 releasing medical records and the legal and financial problems that accompany them.

Don’t wait, sign up for this must-see 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


Thorough coverage of issues and responses to medical records requests from agencies; the personal examples are always helpful in making the information relatable.
April Crago
Rural Health Care, Inc.
Very well prepared, provided useful slides and was well spoken. Great webinar!
Angelina Gadd
Rural Health Care, Inc.
It was very informative and a lot of my questions regarding our legal documents were answered. The presentation was great!
Sheila Parker
One HomeCare Solutions