Patient Notifications and Disclosures Checklist This is a checklist of required patient and public notifications and disclosures. View resource Patient Notifications and Disclosures Checklist
Patient Personal Information Form This form is designed for internal office use only. It should not be shared with the patient and is intended to provide the practice with a way to document personal information about the patient to help refresh staff members’ minds prior to the patient visiting the practice. View resource Patient Personal Information Form
Patient Portal Implementation Checklist Understand how a patient portal can assist your practice with patient communication, record-keeping and overall office efficiency with this resource. Use our checklist to evaluate your practice’s need for a patient portal and valuable features to consider before implementation. View resource Patient Portal Implementation Checklist
Patient Records - Requirements and Best Practices Format and content, patient access to records and requests to amend, disclosure of information, data breach notification, retention and disposal, transferring records in a sale. View resource Patient Records - Requirements and Best Practices
Patient Request to Access Records (Records Release) Form and Q&A Summary of records release rules with customizable sample form. Patients have the right to access their record and can request paper, film or electronic copies. View resource Patient Request to Access Records (Records Release) Form and Q&A
Patient Request to Restrict Disclosure of Patient Health Information to a Dental Benefit or Health Care Plan Includes information on this patient right to restrict disclosure of patient health information to a dental benefit or health care plan and a sample form to use for a patient who requests such a restriction. View resource Patient Request to Restrict Disclosure of Patient Health Information to a Dental Benefit or Health Care Plan
School Absence Release Form Notification to School Administrators regarding California Education Code to excuse student from absence due to medical, dental, optometrical and chiropractic treatment. Includes sample of School Excuse Note. View resource School Absence Release Form
Steps to Comply with the No Surprises Act Information regarding the requirements to comply with the No Surprises Act which became effective January 1st, 2022. The No Surprises Act is an effort to protect individuals and provide transparency related to health care costs. Instructions as well as samples of the required notification and the Good Faith Estimate are included. View resource Steps to Comply with the No Surprises Act