You are registering for the ROI Workshop, NOT the Fall Institute.

October 26, 2018
8:00 AM – 5:00 PM PT


7:30-8:15Registration/Continental Breakfast/Networking
8:15-9:45Release of Information: Basic Rules of Disclosure
Chris Apgar and Julia Huddleston

• HIPAA Privacy Rule Review
• TPO and Continuity of Care – what does not require an authorization and what does
• HIPAA and Oregon Law
• Other Laws – 42 CFR Part 2, FERPA, Psychotherapy Notes, COPA, Oregon Statute
• ROI specifics: Timeframes, Charging for Records, Record Retention and ROI

CEU: 1.5 - Privacy and Security
10:15-11:45Patient Rights
Aurae Beidler and Claire Cieri
• Accounting of Disclosure, Access, Amendment, Restriction, etc.
• Anatomy of an Authorization and Patient Access Form – requirements of a valid form
o General
o Marketing
o Fund Raising
o 42 CFR Part 2
• Personal Representatives and ROI
• Legal Documents (Guardianship, POA, Advanced Directives, etc.)
• Minors, Decedents, Estates
• Denial of Access (Clinical Judgment, How to deny/ what to send the requestor)

CEU: 1.5 - Privacy and Security
11:45-12:45Lunch (provided)
Terri Barrett, PhD, CIPM, CIPP/G/US, FIP, IRB Vice Chair OHSU Office of the Chief Privacy Officer

• HIPAA Privacy Rule
• Authorizations for Research
• Data Use Agreements/Limited Data Sets

CEU: 1.0 - Privacy and Security
1:45-2:45Reporting to Authorities
Anne Greer, Assistant General Counsel Legacy Health System

• Mandatory Reporting
• Law Enforcement
• Public Health
• HIPAA Permitted Reporting (e.g., military, correctional institutions, whistleblowers, etc.)

CEU: 1.0 - Privacy and Security
3:00-5:00Legal Proceedings from Discovery to Trial and Key Legal Documents
Cindy Hahn, Senior Assistant County Attorney and Chief Privacy
Officer, Multnomah County

• Legal Health Record vs Designated Record Set
• Subpoenas and Court Orders
• Affidavit, Custodian of Records
• Risk Management

CEU: 2.0 - Privacy and Security


Click here to view the speaker bios


Linn County Fair & Expo Center
3700 Knox Butte Rd E
Albany, Oregon 97322



Member – $149
Nonmember – $169
Student – $69


Registration fees will be refunded (less $25 processing fee) upon written notice received 72 hours prior to the meeting. Cancellations with less than 72 hours notice will not be refunded. Substitution for registrants is permitted.

Click here if you need to cancel your registration or provide a substitute.


Online registration has closed. Onsite registration will NOT be available.