Best Practices for Managing Risks Associated With Records Requests

Topical webinar for APA members paid for by the American Professional Agency
On Demand Webinar
Part of the series

Protecting Your Practice With American Professional Agency

September 2025

APA Style leaf logo Cite This Presentation in APA Style

Requests for health records are a routine part of health care—whether from the patient, parents of minors, or a third party. But there are circumstances a psychologist must consider before releasing the information. When you receive a request for records, what steps should you take before their release?

This webinar will cover compliance with state and federal regulations, including HIPAA’s Right of Access. The speakers will explore scenarios involving confidentiality, patient information release, and handling special requests while emphasizing privacy, scope of practice, and efficient information management.

Learning objectives

Upon completion of this free presentation, listeners can: 

  • Respond to requests for mental health patient information in a timely and appropriate manner. 
  • Apply best practices when releasing mental health patient information. 
  • Identify the risks associated with releasing mental health patient information.

Presenter disclaimer

Allison Funicelli and Cara Staus, two of our presenters, have a working relationship with Allied World, underwriter for the American Professional Agency. As such, Funicelli and Staus have a financial and intellectual interest in the webinar content. The purpose of this presentation is to provide a balanced view of compliance and risk management issues for practitioners.

This program does not offer CE credit.

Paid for by

Presenters

Allison Funicelli

Allison M. Funicelli

Cara Staus

Cara H. Staus