Patient Records Creation, Privacy & HIPAA Compliance

This SOP provides dental practices with comprehensive, step-by-step guidance for creating and safeguarding patient records in full HIPAA compliance.

It covers assigning unique IDs, verifying identity, collecting demographic and insurance details, issuing privacy notices and consent forms, controlling access to PHI via role-based permissions, managing secure storage and transmission, and detailing breach-response protocols. Includes clear flowcharts, intake and security checklist templates, and best-practice procedures to protect patient confidentiality, minimize legal risk, and maintain trust. Based on U.S. HIPAA regulation and best industry practices for dental settings.

You can download it below:

Patient Records Creation, Privacy & HIPAA Compliance.pdf

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