PRIVATE PRACTICE – Protect Your Practice: Know When You Need Patient Authorization for Release of Records

Includes a Live Web Event on 11/04/2025 at 7:00 PM (EST)

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This course will be recorded live on November 4, 2025 | 7:00 p.m. ET / 4:00 p.m. PT

Course level: Intermediate

Navigating the legal landscape of patient records release can be complex, but it doesn’t have to be. This course empowers physical therapists and practice owners and business office personnel with the knowledge to confidently determine when a patient’s authorization is legally required for the disclosure of clinical and billing records.
 
Through real-world scenarios, including subpoenas, court orders, attorney demand letters, and workers’ compensation requests you will learn how to assess each situation and apply the correct procedures. We will break down HIPAA regulations and provide clear, actionable guidance to help you stay compliant, protect patient privacy, and safeguard your practice.

By the end of this webinar, participants will be able to:

1. Evaluate the content of the record request to identify if patient authorization or alternative administrative procedures are necessary.

2. Distinguish between a subpoena and a court order in the context of HIPAA's Use and Disclosure regulations.

3. Describe the role and requirements of HIPAA's satisfactory assurances in situations where patient authorization is unavailable.

Mary Daulong

PT, CHC, CHP

Business & Clinical Management Services, Inc.

Mary Daulong, PT, CHC, CHP, is the founder and CEO of Business & Compliance Management Systems, LLC (BCMS), established in 1985. For over 25 years, BCMS has specialized in supporting outpatient therapy practices and providers with federal and state regulatory compliance. 

Mary is a trailblazing physical therapist, distinguished as the first to earn Health Care Compliance certification, which she has maintained since 2002. She is also a certified HIPAA Professional through the HIPAA Academy. A dedicated member of the American Physical Therapy Association (APTA) and Texas Physical Therapy Association for nearly five decades, Mary has held leadership roles at national and component levels, chairing influential committees, including Governmental Affairs, Payment Policy, Risk Management, and Quality Assurance. For over two decades, she has been a featured compliance columnist for APTA Private Practice IMPACT Magazine, sharing her expertise with the outpatient therapy community.

Mary may be contact via email at daulongm@bcmscomp.com

Alicia N. Mahoney

PT, CHC, CHP

BCMS

Alicia Mahoney has dedicated over a decade to Business & Clinical Management Services (BCMS), shaping its growth and evolution into a leading compliance solutions provider for outpatient therapy practices nationwide. She served nearly eight years as Chief Operating Officer before being appointed President in 2024, where she continues to drive innovation through the launch of the Compliance Bubble software platform. Alicia’s expertise is in compliance program implementation—including OSHA, HIPAA, business operations, human resources, risk mitigation, and risk management .

Key:

Complete
Failed
Available
Locked
Webinar: Protect Your Practice
11/04/2025 at 7:00 PM (EST)  |  60 minutes
11/04/2025 at 7:00 PM (EST)  |  60 minutes
Evaluation
15 Questions
15 Questions Completion of the evaluation is required if you wish to claim CEU credit for the course.
CEU Certificate
Up to 0.10 contact hours available  |  Certificate available
Up to 0.10 contact hours available  |  Certificate available