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how to handle patient requests to restrict information from health plans

CPS, C-EMR, PM

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aboyer

(@aboyer)

Posts: 20

Eminent Member

Topic starter

We were wondering how other practices are handling patient requests to restrict certain information from their health plans. If a patient self-pays for a visit and requests that all information from that visit be restricted, how can we identify this information in the EMR?

We are looking at different options like creating a new document type or marking the chart as sensitive, but separating information that has been updated in the chart during a restricted visit will be difficult.

Posted : November 18, 2016 5:20 am

akoen

(@akoen)

Posts: 144

Estimable Member

We held several lengthy discussions regarding this topic with our Medical Association. They were great about answering our questions and providing suggestions.

I have included our policy to the staff below for your review, but we also made changes in CPS.

1. We did create an Encounter, Confidentiality & Appointment Type named Self Pay Restricted
2. The Encounter type is no different from the typical office visit encounter; however, the confidentiality type for the self pay restricted is set to Self Pay restricted. This serves as a visual clue to staff that something is different.

3. We also use Case Management to designate which appointments are restricted.

self-pay-restricted-patients

Hope this helps.

Let me know if you have additional questions.

Amanda Koenig

ROC Orthopedics

[email protected]

Posted : November 18, 2016 6:07 am

aboyer

(@aboyer)

Posts: 20

Eminent Member

Topic starter

Thank you for this! We are on Centricity Business so the workflow on that side is a little bit different, but it is the same general idea. I wasn't aware of the Confidential Documents feature in the EMR and this should work well for us.

Posted : November 18, 2016 10:02 am

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