Setting the Member HIPAA Privacy Option

United States law requires that medical institutions disclose their privacy policies regarding the sharing of non-public personal information with third parties and fair credit reporting that impacts the sharing of non-public personal information with affiliates. End users can specify a privacy level by making a selection from the HIPAA Option field.

The HIPAA Option field is for registering the privacy level requested by the contact; it does not impact record visibility in any way.

To record a member’s HIPAA privacy choice

1. Navigate to the Members screen.

2. In the Members list, drill down on the member’s last name.

3. In the Members form, specify a HIPAA choice in the HIPAA Option field, selecting one of the following:

   • Opt-In. Sharing of non-public personal information is allowed without restrictions.

   • Opt-Out - Affiliates. Sharing of non-public personal information with affiliates is not allowed.

   • Opt-Out - Third Party. Sharing of non-public personal information with third parties is not allowed.

   • Opt-Out - All Parties. Sharing of non-public personal information with any affiliate or third party is not allowed.