Engage with contacts to obtain symptom history and other relevant health information, provide instructions for self quarantine, and make appropriate referrals for testing, clinical services, and other essential support services.

More Uses of the HIPAA Toolkit:

  • Lead requisite trainings, regular program meetings and quality monitoring improvement activities in order to ensure and enhance the quality of contact notification activities and program outcomes.
  • Establish and maintain positive working relationships with patients, payers, team members, clients and other stakeholders.
  • Manage and negotiate BAAs (business associate agreements) with customers, downstream BAAs with vendors, and other related business agreements to support HIPAA business associate requirements.
  • Meet established performance goals in the areas of efficiency, call quality, customer satisfaction, compliance, and attendance.
  • Maintain confidentiality of patient information, organizational data and information, and at all times be in compliance with HIPAA regulations.
  • Become comfortable with a patient centered approach that allows the patients desires around behavioral change to inform the plan of care.
  • Ensure your organization handles confidential information appropriately by protecting, disposing and disclosing information according to the HIPAA Regulations.
  • Assure confidentiality and carry out efforts to locate and communicate with clients in a manner that preserves the confidentiality and privacy of all involved.
  • Confirm your organization oversees the maintenance of facility and grounds to provide attractive and comfortable surroundings and to ensure safety and security of residents, staff and visitors.
  • Maintain the utmost confidentiality and security as it pertains to clients as covered under your Electronic Communications Privacy.
  • Make certain that your organization serves as a representative of your organization to the general public, community departments, and professional groups, interpreting mental health services and promoting mental health programs.
  • Establish your organization motivates the staff to perform consistent, quality work and maintains high staff satisfaction through regular communication, individual coaching, celebration of achievement, and learning from mistakes.
  • Maintain patient confidentiality and ensure that all information is collected in concordance with all organization and local data privacy and confidentiality standards.
  • Identify: schedule patients for follow up appointments based on established protocol, identified need and availability of appointments; follow up with patients who have to keep important appointments.
  • Confirm your organization remains current in the field of service provided by the program through self initiated avenues, as approved by higher level Management.
  • Secure your organization writes daily reports of irregularities equipment or property damage, theft, the presence of unauthorized persons or unusual occurrences, etc.
  • Confirm your organization ensures that all safety precautions, HIPAA requirements and data entry are accurate and acknowledged during the collection process.
  • Assure your organization demonstrates a professional and welcoming environment for all patients and customers that are serviced on the phone or in person during the registration process.
  • Arrange that your organization demonstrates high customer satisfaction, promotes high staff morale and productivity, and meets regulatory requirements and financial targets.
  • Methodize: Ensure all new hires are appropriately onboarded in regard to benefits and other related programs.
  • Collaborate with key service providers to transfer client information and ensure expedited initiation of appropriate medical or social support services, per local protocols.
  • Make sure that your organization develops, implements and monitors appropriate Unit procedures for effective service delivery and administrative efficiency.
  • Assure your organization assures that the residents medical record and other resident centered information is provided only to authorized personnel.


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