HIM Release of Information

Open the Unknown Patient Releases workqueue and click Assign Patient. Alternatively, click Assign Patient from the Unknown Patient section of the Release Information navigator.

When you identify a patient, how do you assign that patient to an existing unknown patient release request?

Enter the Requester Not in System workqueue.

Where can supervisors see a list of releases to requesters who are not in the requester database?

Fulfilled

A release must be at what status in order to appear on the Patient Disclosure Report?

1. Patient name displays in yellow 2. The Unknown Patient section appears in the Release Information navigator to capture all known information about the patient 3. The Medical Records section of the Release Information navigator is unavailable to select hardcopy or electronic records until the patient is identified.

List the three distinguishing features of a release request for an unknown patient.

Release type, requester, chart type

The fee schedule automates billing calculations for each release. Which three fields determine the fee schedule for a release?

Affiliated physicians or referring physicians

Who are the most common users of EpicCare Link, the separately licensed application for secure, online access to released patients' records?

Fulfilled

All requests must be marked as __________ to have them display on the Patient Disclosure report.

Clicking Send Bill updates the billing status to Bill Sent, assigns an invoice number to the release, documents the date the release was billed, marks many fields of the release as read-only, and activates buttons for receiving payments in the Billing section of the Release Information navigator.

Clicking Send Bill in a release initiates five changes to that release. Identify all five.

Enter inv.###, where ### represents the invoice number, in the release ID field within the Release of Info Search window to search for a release using the invoice number.

Describe how ROI clerks can search for a release using only the invoice number.

Contains the most appropriate activity for you to start in each day.

Home Workspace

Select the Unknown patient check box and create a new release request. Document as much information as you know about the patient.

How do ROI clerks record requests for patients who cannot be identified in the patient database?

Contains Department Information

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Contains your most frequently-accessed tools and activities.

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Release restrictions are commonly documented for patient concerns regarding adoption, custody, and identity theft. Release restrictions should not be used to mark private encounters or sensitive results or notes.

Release restrictions alert ROI staff of patient-specific considerations when releasing HIM. Provide examples of when it is appropriate for ROI staff to document a release restriction.

1. Document a Patient FYI flag of Legal Lock Up - ROI staff must document a Patient FYI flag of type Legal Lock Up in order to trigger Break-the-Glass. Break-the-glass requires users to break the glass in order to access a locked up patient chart. This helps preserve the electronic chart as it existed upon legal lock up. It also triggers alerts to appropriate staff each time a user breaks the glass. 2. Save a copy of the electronic chart - ROI staff must save a copy of the electronic chart in order to create a copy of the chart as it existed upon lock up. Copies of charts are saved as patient summary extracts.

There are two components of the workflow to place a chart into legal lock up. Provide both workflow steps and describe the importance of each.

False. Batch Release is the most efficient way to create releases for multiple patients from the same requester if the same information is being requested for each patient.

True or False: Batch Release is the most efficient way to create releases from multiple requesters?

True. Click Use Existing to apply an existing inspector key to a new release for a new patient's records.

True or False: Clerks can release multiple patients' records to the same inspector key so that the inspector needs only a single key to access and review multiple patients' records.

False. Quick Disclosure is only triggered upon printing from Chart Review. For all other printing activity, reports may be run to identify who has printed information. Epic recommends you publish and enforce policy to manage releases outside of HIM.

True or False: Quick Disclosure can automatically capture every release of patient health information initiated at the point of service?

False. Inspectors can log in using a generic user (EMP) record. The Release to Inspector workflow includes a pop-up that requires inspectors to enter their name and organization in addition to the inspector key. Inspectors' names and organizations display in the release audit trail.

True or False: You must create a new user (EMP) record for each inspector who reviews patients' records at your organization.

True. Patient summary extracts may be created automatically based on release type as well as various system events.

True or False? Epic can automatically save an electronic copy of patient records upon release.

True. Clerks post payments to multiple releases for the same requester using the Post Payments activity. Click Quick Post to immediately post the outstanding balance for all releases for that requester.

True or False? ROI clerks can post payment to multiple releases at once.

False. Typically, the requester database is imported into the system prior to go-live. After go-live, ad hoc additions to the requester database are typically entered manually.

True or False? Requesters can only be added manually; there is no automated build (or import) process for the requester database.

False. The new requester displays on the Requester Not in System workqueue. Supervisors with appropriate security review the requester information and add to the requester to the requester database.

True or False? When a release request is processed with the requester "Requester Not in System," the new requester is immediately added to the requester database.

False. Clerks can always modify the values defaulted by a release template.

True or False? When clerks use release templates, they cannot alter the information defaulted by the release template.

True. You can scan directly within the Release Information navigator via the Authorization section > New Authorization > Add Scan.

True or False? You scan paper authorization forms directly within the Release Information navigator.

1. Post payments using the Billing section of the Release Information navigator 2. Using the ROI Billing workqueues 3. Using the Post Payments activity.

What are the three ways HIM staff can post payments for releases?

Release Type

What documents the reason for the release.

Purpose

What documents the specific reason for request and can be as detailed as you need.

MyChart.

What is the name of the shared personal health record that you can release patient information to?

No. The new requester appears on a supervisor's workqueue to add the requester to the requester database.

When an ROI clerk records information for a new requester in a request, is the new requester automatically added to the requester database?