Two-Part Series: Navigating a Shifting Landscape: Patient Privacy, Access, and Health Center Compliance

Session 2: At the Record Level: What to Document, What to Disclose, and What to Protect

As privacy regulations, AI policies, and digital health technologies evolve, health centers face increasing complexity in balancing compliance with patient-centered care. This two-part webinar series offers timely, practical guidance to help health center teams navigate the changing landscape.

Building on the regulatory foundation laid in Part 1, this session turns to the front lines: the provider-patient interaction and how sensitive information is recorded, protected, and shared within the EHR. We’ll explore real-world decision points—like whether and how to remove documentation to comply with executive orders, or how to balance claims documentation with patient privacy. Participants will gain clarity on what constitutes the designated record set, the mechanics and legalities of proxy and third-party access, and when and how exceptions like 42 CFR Part 2 or Title X confidential service protections apply. Expect practical guidance on implementing policies that are legally sound, operationally feasible, and patient-centered.