Stop Costly Legal Mistakes When Responding to Subpoena Requests


Getting sucked into legal issues is a common occurrence for medical practices. Whether it is a subpoena requesting medical records, or another type of legal notification, how you respond can make all of the difference in the outcome. Your decision can mean the difference between a standard issue or an expensive nightmare.

Respond incorrectly, miss a deadline or ignore the notice altogether, and your legal headaches have only just begun.  Knowing when, how and with what information you are allowed to reply to legal notifications is the only protection you’ll have.

The problem is, just responding isn’t enough to protect you either. Sometimes it may be more appropriate to reply saying you won’t provide the requested information. There is good news, though, as you don’t have to face these challenging situations alone.

During this online training, healthcare attorney, Heidi Kocher, BS, MBA, JD, CHC, presents a step-by-step online training session specifically targeted to help you better respond to subpoenas and other legal requests.  The expert advice you’ll receive during this 60-minute online training will help you more accurately respond to these legal notices and provide you with the tools you need to better protect your practice.

Here are just a few of the proven subpoena and legal notice response strategies you’ll receive by attending this 60-minute online training:

  • Determine whether you need patient consent to release medical records before you respond
  • Avoid releasing patient information beyond the scope of the request
  • Know when you should call your attorney, and when you can handle it alone
  • Pin down when you must respond and avoid missed deadlines and added fines
  • Don’t be fooled by a lawyer’s letter into breaking confidentiality
  • Prevent getting into trouble by responding to a document subpoena too quickly
  • Identify those records you should never release, even with a subpoena
  • Differentiate responses between a subpoena signed by a judge and a records request
  • And so much more…

Things in your practice can easily go from bad to worse if you don’t know how to respond to legal communications. Even an innocent mistake can be escalated into a costly nightmare. And don’t think that you are immune.

If you are lucky enough to have not been hit with a subpoena yet, it is only a matter of time. And when you do, its easy to end up in serious financial and legal trouble if you don’t handle them correctly.

It isn’t IF you’ll receive a legal notice, but WHEN. Don’t risk your practice’s survival by not correctly responding to subpoenas and other legal notifications.

Sign up for this attorney-led training to learn exactly how to respond to these requests to protect yourself and your practice.

Meet Your Expert

Heidi Kocher
B.S., M.B.A, J.D., CHCHealthcare Attorney, Liles Parker PLLC

Heidi has 20 years of experience in health care legal and compliance related issues. Her experience includes positions at a large hospital corporation, serving as a compliance officer for a sleep lab/DME company and a compliance director, chief privacy officer and interim chief compliance officer at a medical device manufacturer.

In addition, she has represented and advised critical access and long-term care hospitals, physician groups, home health agencies, DME companies, pharmacies (including compounding pharmacies), non-profit organizations, and licensed individuals. As a result, she understands the complexities and challenges that providers large and small face in complying with increasingly varied and complex laws.

She is an expert in all aspects of compliance and privacy programs, including developing and deploying policies, procedures and training. Her experience includes implementing the various requirements and aspects of a Corporate Integrity Agreement, responding to and defending audits from Medicare, Medicaid and private insurers up through the ALJ level, guiding clients through voluntary self-disclosures, seeking advisory opinions from the OIG, and defending FDA audits.

Heidi developed criteria for and implemented an aggregate spend system, permitting a medical device manufacturer to timely report correct information under the Physician Open Payments Acts (also known as the Physician Payments Sunshine Act).

In addition, she is experienced in developing and implementing a compliance program to address Foreign Corrupt Practices Act requirements, including Eucomed guidelines. She also has significant reimbursement experience, addressing coverage policy issues, challenging denials, recoupments, and loss of billing privileges, obtaining HCPCS codes, and other reimbursement related issues.


The webinar was very informational.
Aracely Dominguez
HIM Director, Yoakum Couty Hospital
The webinar was excellent and informative.
Pat Gibson
Practice Ad, Allergy, Asthma and Sinus Center
Great information with good examples, and good handouts.
Sherry Hensen
VP Compliance & Internal Audit, Terros Health