What is the process for releasing patient information to another provider while protecting privacy?

• A. Release information to any provider without consent.
• B. Obtain written authorization or proper release per policy, verify recipient identity, limit to minimum necessary information, and document the release.
• C. Email the entire chart to the recipient.
• D. Disclose information verbally to the receiving provider.

Answer: (B)

Protecting patient privacy while sharing information with another provider relies on following proper authorization, verification, minimization, and documentation. You should obtain a valid written authorization or follow the facility’s release of information policy before sharing PHI with another provider. This ensures the patient has control over what is disclosed and to whom.

Next, verify the recipient’s identity to make sure the information goes to the intended provider or organization, preventing accidental disclosures to the wrong party. Then, share only the minimum amount of information necessary to accomplish the purpose, adhering to the minimum-necessary standard so you don’t disclose more than needed. Finally, document the release—recording what was shared, to whom, when, and for what purpose—so there is an auditable trail.

Releasing information without consent, emailing an entire chart, or disclosing information verbally without documentation all violate privacy protections and increase risk of errors or breaches.