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UNIVERSITY PHYSICIANS OF BROOKLYN POLICY AND PROCEDURE No. HIPAA7 Subject: DESIGNATED RECORD SETS Page 1 Prepared by: Shoshanna Mil stein RHEA, CHP, CCSof3Original Issue Date Supersedes: Effective
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Start by gathering all the necessary information and documents related to the subject designated record sets.
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Ensure you have a clear understanding of the purpose and scope of the record sets.
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Begin by identifying the subject of the record sets, such as a patient or an individual.
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Follow the specified format or template for organizing and structuring the record sets.
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Provide accurate and relevant information for each designated field or section in the record sets.
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Who needs subject designated record sets?

01
Healthcare providers who handle patient medical records.
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Organizations involved in research studies that collect and maintain subject data.
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Legal entities involved in litigation cases where subject records are crucial for evidence.
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Government agencies responsible for regulatory compliance and enforcement.
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Health insurance companies processing claims and managing policyholder records.
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Employers maintaining personnel records that include subject information.
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Educational institutions managing student records with designated subjects.
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Any entity or individual with a legal or regulatory obligation to maintain subject designated record sets.
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Subject designated record sets are a group of records that are maintained by a covered entity and contain medical and billing records about an individual.
Covered entities, such as healthcare providers, health plans, and healthcare clearinghouses, are required to file subject designated record sets.
Subject designated record sets can be filled out by including all relevant medical and billing records about an individual in a designated format specified by the Health Insurance Portability and Accountability Act (HIPAA).
The purpose of subject designated record sets is to ensure that individuals have access to their own medical and billing records and can request changes or corrections as needed.
Subject designated record sets must include medical and billing records about an individual, as well as any information related to the individual's health insurance coverage.
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