Document A Patient Authorization

  1. From the HIPAA TRANSACTIONS tab of the Home Launch Pad, click the Patient Authorization button.

  2. Find the patient, or add a new patient, as necessary. The following window will appear:

  1. If the patient authorized the disclosure, enter the Date Authorized. If the patient declined authorization, enter the DateRefused. (The date fulfilled may be entered at the time the disclosure is made).

  2. If you have set up an Authorization template for this type of authorization, click the table icon to the right of the Authorization Template label and select the appropriate authorization template from the list. (Note that this template will fill in many of the fields described below.)

The CONTENT / PURPOSE Tab

  1. On the CONTENT/PURPOSE tab, click the appropriate radio button to indicate whether the Authorization request was initiated by the patient or by the covered entity.

  2. Click the appropriate radio button to indicate whether this authorization is for Internal Use of Information, or forDisclosure to an External Entity.

  3. Click the radio button indicating the type of content.

  4. Click the Palette icon to the right of the Content Description box, to access the Quick Pick selections, then check the items included in the content to be disclosed AND/OR enter a brief description of the information in the Content Description box.

Note that items picked from the Palette will replace any text typed into the field. If you want to use a combination of Quick Pick items and additional typed content, pick the items first, then type in the additional information.

  1. Click the down arrow to the right of the Purpose Code field, and select the purpose of the disclosure from the list.

  2. If you select Other Purpose, click the Palette icon to the right of the Purpose Description box, to access the Quick Pick selections, then check the appropriate purpose code from the palette AND/OR enter a brief description of the purpose in the Purpose Description box.

The AUTHORIZED ENTITIES Tab

  1. The default entry for the Auth Namefield is the user logged on to the system. If not appropriately filled, click the table icon to the right of the field and select the name and title of the person who is authorized to use or to disclose the information that is the subject of this Authorization.

  2. Click the icon to the right of the Organization field, and select the specific organization and contact to whom the disclosure will be made. If needed, add the contact to the list.

The AUTHORIZING SIGNATURE Tab

  1. HIPAA Guard will default to Patient Personally to identify who is signing the Authorization. If a Patient Representative signs instead, complete the information requested in the Authorized Representative section of the window.

  2. Capture the patient's signature, if desired.

The EXPIRATION/MARKETING Tab

If this Authorization is for marketing purposes, or there is an expiration event that is to serve as the criteria for expiration of the authorization in lieu of an expiration date, complete the information requested on this screen.

If desired, enter Internal Notes, and verify the entries on the Audit Tab.

When all fields are completed, you may print the Authorization.

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