Learn how to maintain compliance when handling mental health and substance abuse records that will protect your organization and patients' rights.
Do you know that medical record custodians may be violating a patient's privacy protections without even knowing it in responding to requests for a patient's health information that contains substance abuse and mental health information? Do you know that you may need to withhold mental health and substance abuse records, even in responding to a records subpoena? This topic has been created by an actively practicing litigation specialist who has represented health care providers for more than a decade. Learn how to comply with records requests without violating a patient's privacy rights. Real-life scenarios will be discussed to assist you in spotting issues, before they become a problem. Obtain knowledge necessary for any health information custodian to ensure compliance, without violation of a patient's rights.
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Why Lorman?
Over 34 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Agenda
Overview of Generally Recognized Patient Privacy Issues
- General Concepts
- What Is Considered a Substance Abuse Record?
- What Is Considered a Mental Health Record?
Privacy Protection Issues Regarding Substance Abuse Records
Privacy Protection Issues Regarding Mental Health Records
Other Records Afforded Extra Privacy Protections
Records Requests Basics
Credit
More Program Information
Why Lorman?
Over 34 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Credits
OnDemand Course
This course was last revised on August 1, 2019.
Call 1-866-352-9540 for further credit information.
- CA MCLE 1.5
- Lorman Business Center, LLC. is a State Bar of California approved MCLE sponsor and this course qualifies for 1.5 CLE hours of participatory credit.
To earn each credit Lorman offers through the OnDemand learning platform, you need to watch 100% of the program. Also, for certain credits you will need to fulfill additional requirements which will be displayed on the "credits" tab when viewing the course.
This program does NOT qualify, nor meet the National Standard for NASBA accreditation.
Credit
More Program Information
Why Lorman?
Over 34 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Faculty

Matthew P. Keris, Esq.
Marshall, Dennehey, Warner, Coleman & Goggin
- Shareholder in the office of Marshall, Dennehey, Warner, Coleman & Goggin
- Practice emphasizes 20 years' representation of hospitals and health care systems in medical professional liability claims
- Conducts regular seminars and workshops on numerous medical malpractice, professional liability and electronic medical records issues
- Author of several publications related to the areas of medical malpractice, professional liability and electronic medical records issues and wrote the ThomsonReuters book, Electronic Medical Records and Litigation
- Past president, Pennsylvania Defense Institute; president, Pennsylvania Association for Healthcare Risk Management; ASHRM; DRI; CLM
- J.D. degree, Roger Williams University School of Law; B.A. degree, cum laude, Shippensburg University of Pennsylvania
- Can be contacted at [email protected] or 570-496-4602
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More Program Information
Why Lorman?
Over 34 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

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