Healthcare · Compliance & Regulatory
PHI Handling SOP
A written procedure telling staff how to access, share, store, and dispose of protected health information.
What it usually contains
- Definitions of PHI and who may access it
- Rules for sharing records by fax, email, phone, and mail
- Minimum necessary and patient authorization requirements
- Storage, encryption, retention, and secure destruction steps
- Breach reporting steps and staff training and sanctions
What the assistant uses it for
Answering questions about the correct way to handle, release, or dispose of patient information, and what to do when a possible privacy breach occurs.
How it is versioned
A document of this type has exactly one current version at a time. Upload a revision and it becomes the version that counts — the one before it is kept and dated, but is no longer what your assistant answers from. Nothing is ever deleted, so you can always show what this document said on a given date.
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