Practice Resources
Sample Checklist – Documentation of Staff Training
LETTERHEAD
This is to confirm that _______________________________________, an employee [staff member/volunteer/clinical student/etc.] in this office, has completed training in the following areas, including those required by the U. S. Department of Human Services under the Health Insurance Portability & Accountability Act (HIPAA) :
| ___ Protecting Patient Privacy & Confidentiality | |||
| ___ A. Understanding The Ethical & Legal Standards | |||
| 1. Ethical Rules About Confidentiality & Informed Consent 2. Legal Rules About Confidentiality & Informed Consent 3. Consequences of Unethical &/or Illegal Disclosures |
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| ___ B. Following Office Policies About Privacy & Confidentiality | |||
| 1. Protecting Patient’s Right to Privacy While In Our Office 2. Protecting Patient’s Right to Confidentiality (Non-Disclosure) 3. Signing the Employee Confidentiality Contract |
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| ___ C. HIPAA Privacy, Security, & Transmission Rules (if applicable) | |||
| ___ Billing Patients and/or Third Parties for Reimbursement | |||
| ___ A. Ethical & Legal Requirements/Limitations | |||
| 1. Accuracy of Information Provided (Avoiding Insurance Fraud) 2. Care in Transmission (HIPAA re FAXing, etc.). 3. Limitations Imposed by Provider Contracts |
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| ___ B. Policies re: Electronic Transmission of Claims & Treatment Plans | |||
| ___ Other Policies & Procedures | |||
| ___ A. Maintaining Boundaries & Avoiding Dual Relationships___ B. Operating Within Specified Job Description
___ C. Monitoring |
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___ [if appropriate] The training completed on __________________ (date) included a test on the HIPAA-required training about confidentiality and privacy issues. This person passed that test. Training will be updated as appropriate.
Signed:______________________________________________________ Date:
*Note: This documents the broad ethics-based training that combines the HIPAA-required topics of privacy and confidentiality with other ethical topics, as summarized in our ethics-based staff training manuals
