Best Practices for Managing Risks Associated With Records Requests
Protecting Your Practice With American Professional Agency
September 2025
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
This topical webinar for APA members is paid for by American Professional Agency, an official corporate supporter of APA. The content is created by Allied World, underwriter for American Professional Agency. The information in this topical webinar series does not constitute and should not be relied upon as legal advice and should not be used as a substitute for obtaining personal legal advice and consultation prior to making decisions. Email Advertising to learn more.
Presenters
Allison M. Funicelli
Assistant vice president, Risk Management Group, AWAC Services Company, a member company of Allied World.
Cara H. Staus
Assistant vice president, Risk Management Group, AWAC Services Company, a member company of Allied World.
More in this series
Provides guidance on compliance issues such as telehealth, the No Surprises Act, HIPAA rules, and patient records management to help psychologists focus more on patient care
June 2024 On Demand Webinar
This presentation focuses on the use of technology and social media in the practice of psychology and explore the risks associated with each
September 2023 On Demand Webinar
This presentation will review basic principles of documentation and how to apply best practices with both the patient and jury in mind
April 2023 On Demand Webinar
Legal and risk management panelists describe different scenarios and provide guidance about how to respond in a way that protects your practice and your patients
October 2022 On Demand Webinar

