Confidentiality, Privacy & Security

Billing Records: Insurance remittances

  • 1.  Billing Records: Insurance remittances

    Posted 03-14-2019 13:39
    ​We consider billing records part of the designated record set and not part of the legal medical record. Remittances can come back to the organization with multiple patient names. I would imagine this is a common practice. How do you handle the storage of those remittances?
    *Do you save the remittance to each patient account even though it has multiple names?
    *Do you remove the patient name(s) and only include one name per scan to the encounter?

    We are discussing if storing using option 1 would be a HIPAA violation. Would storing multiple patient names for the billing record constitute a HIPAA violation? I would think it is only a HIPAA violation if we released a remittance to a patient and did not remove the other names (if this document was requested).

    Thoughts and best practices please.

    Thank you.

    Jill Finkelstein
    Regional Manager, Him

  • 2.  RE: Billing Records: Insurance remittances

    Posted 04-11-2019 10:53
    I agree it would only be a violation if you disclose the information with multiple patient names.  We keep them as a batch and do not integrate them with the patient record.

    DeAnn Tucker
    Him Director