Medical Records: Who Can Access Them and What to Charge

Product Code: YMPDA080619D

Quick Overview

Learn how to fulfill medical record requests and charge for them while preserving patient access and staying compliant with laws and regulations.

Price: $199.00

Medical Records: Who Can Access Them and What to Charge

Medical Records: Who Can Access Them and What to Charge

Available ON-DEMAND

Presented on: Tuesday, August 6, 2019

Presented by: Jennifer Searfoss, Founder and CEO, SCG Health

Medical practices are required under HIPAA to safeguard the privacy and security of patient records. But at the same time, they are required to give patients (and sometimes third parties) timely access to those records. And, since trafficking patient records costs money, practices have to charge for the task—without running afoul of laws and regulations mandating patient access.

This webinar gives you all the info you need to juggle these competing interests. Jennifer Searfoss, Esq., CPOM, CHCI, CMCS, an attorney who is also an experienced healthcare executive and administrator,will explain how to uphold patients’ right to access their records without losing money or inadvertently violating the law.

At the conclusion of this program, participants will be able to:

  • Understand the law and regulations behind practice management and handling of patient records
  • Respond appropriately to patients’ requests for their records
  • Respond appropriately to requests for patient records from third parties
  • Charge appropriately for copying and delivery of patient records under a variety of circumstances


  • Basic laws and regulations regarding what you can charge for handling patient medical records
  • How to handle, and charge for, attorney or third-party requests for patient medical records
  • Your rights and alternatives when a patient cannot or will not pay your records handling fees
  • Charging for extra services such as requests for archived records
  • Definition of the practice’s "real costs" for medical records duplication
  • Your rights and alternatives when a patient requests records on alternative media (e.g., CD-ROM, thumb drive, paper)
  • Your rights and responsibilities regarding patient records produced by providers from other practices (e.g., x-rays)
  • Responsibility for postage costs
  • Third parties that may require you to turn over patient records
  • Your options when you receive a subpoena or court order for patient records

Who Should Listen?

  • Practice managers
  • Owners
  • Compliance officers

Meet the Speaker

Jennifer Searfoss, Esq., CPOM, CHCI, CMCS, has been the CEO and chief solutions strategist of the Searfoss Consulting Group, LLC, since its founding in 2011, focusing on revenue cycle management and strategic planning in the post–health reform world. Searfoss was the vice president of external provider relations for UnitedHealthcare, a Minnesota-based health insurance company. From 2007 to April 2011, she established and led the Provider Communications & Advocacy unit. Before going behind the iron curtain, she served as the External Relations Liaison for the Washington, D.C.–based Government Affairs Department of the Medical Group Management Association. Searfoss has had the pleasure of teaching at the University of Maryland, Baltimore County, where she taught healthcare law, international diplomacy, and women & politics; she has also taught healthcare policy at George Washington University. She serves as a clinical advisor for Informatics in Context. Searfoss is a previous board member of the Maryland Medical Group Management Association. She has been a member in good standing of the Maryland bar since 2005.



Webinar system requirements and program materials: 
To fully benefit from the webinar experience, please note you will need a computer equipped with the following:

Browser: Microsoft Internet Explorer 6 or later, Firefox, Chrome, or Safari, with JavaScript enabled 
Internet: 56K or faster Internet connection (high-speed connection recommended) 
Streaming: for audio/video streaming, Adobe Flash plug-in or Safari browser on iOS devices 

Prior to the webinar, you will receive an email with detailed system requirements, your login information, presentation slides, and other materials that you can print and distribute to all attendees at your location. 

No problem. The On-Demand version is also available. Use it as a training tool at your convenience—whenever your new or existing staff need a refresher or need to understand a new concept. Play it once or dozens of times. A $199 value! 

Participation in the webinar is just $199 per site. All materials must be retrieved from the Internet. 

Call your customer service representative toll-free 855-225-5341 or email  if you have questions.