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The vocabulary, decoded

The shorthand of the records world — HIM, ROI, TAT, and the rest of the vocabulary that shows up in statutes, invoices, and request forms. Plain definitions for every term we use, so nothing on this site needs a decoder.
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Core terms

HIM

Health information management — the department responsible for medical records, their accuracy, their retention, and their release.

ROI

Release of information — the process of disclosing medical records to an authorized requester. Not return on investment, though both appear on this site.

TAT

Turnaround time — how long a request takes from receipt to delivery. The primary performance measure for a records department.

PHI

Protected health information — individually identifiable health information covered by HIPAA.

Right of access

The federal right of an individual to obtain a copy of their own medical records, generally within 30 days and at a limited, cost-based fee.

Minimum necessary

The HIPAA principle that a disclosure should include only the information needed for its stated purpose, rather than the entire chart by default.

Information blocking

Practices that unreasonably interfere with access to or exchange of electronic health information, prohibited under the 21st Century Cures Act.

Authorization

The signed permission that allows a provider to release records to a specific party for a specific purpose and scope.

Custodian of records

The person or organization legally responsible for maintaining a set of records and attesting to their completeness.

Certification

A signed attestation that records produced are a true and complete copy of the record as kept, usually required for court.

MRA

Medicare Risk Adjustment — the process by which plan payments are adjusted for member health status, requiring chart review to substantiate diagnoses.

HEDIS

Healthcare Effectiveness Data and Information Set — a standardized set of quality measures, many of which require abstraction from medical records.

RADV

Risk Adjustment Data Validation — an audit verifying that diagnoses submitted for risk adjustment are supported by the medical record.

Disclosure accounting

The record a covered entity must keep of certain disclosures of PHI, which a patient can request.

BAA

Business associate agreement — the contract governing a vendor that handles PHI on behalf of a covered entity.

SOC 2

An independent audit report on a service organization’s controls for security, availability, confidentiality, processing integrity, and privacy.

Audit log

A time-stamped record of every event on a release of information request — who did what, and when. Also called an audit trail.

Care coordination

Sharing information about a patient’s care among everyone on their care team, including making sure referrals are handled on time.

Covered entity

A healthcare provider, health plan, or healthcare clearinghouse that sends health information electronically in transactions governed by Department of Health and Human Services standards.

EHR

Electronic health record — a view of a patient’s health drawn from every provider involved in their care, open to the clinicians the patient authorizes.

EMR

Electronic medical record — the digital version of a patient’s chart, kept by one provider to care for that patient.

ePHI

Electronic protected health information — PHI created, stored, sent, or received in electronic form by covered entities and their business associates.

HIE

Health information exchange — providers accessing and sharing a patient’s health information electronically, so care isn’t held up waiting on records.

HIPAA

Health Insurance Portability and Accountability Act — the federal law that sets standards for protecting PHI and gives patients access to their own records.

HITECH Act

Health Information Technology for Economic and Clinical Health Act — the law that promoted EHR adoption and, in Subtitle D, strengthened civil and criminal enforcement of HIPAA.

Medical record

The chronological history of a patient’s health issues, diagnoses, and test results, with every procedure performed and treatment prescribed.

Quality assurance

Checking every release for quality, privacy, and security — that the authorization is complete and valid, and that everything released is correct.

Referral management

Running the handoff when a patient is referred to another provider, usually a specialist, with visibility into which specialists are in the area or network.

Requester

The patient or party asking for records. When the requester isn’t the patient, the patient must authorize the release first.

State statute pricing

The copy charge state law allows for medical records, as a flat fee or a capped per-page rate. Where that charge isn’t supported by the real cost of copying, HIPAA’s cost-based limit on patient access prevails.
The terms in context

Guides that put these terms to work

Each one takes a handful of the definitions above and shows what they mean for a real request.

HIPAA, PHI, and minimum necessary

The whitepaper on staying compliant as the rules change, and where release of information usually falls short. Get the whitepaper

Right of access and state statute pricing

The article on when providers can charge for medical records, and where HIPAA’s cost-based limit overrides state law. Read the article

ePHI, audit logs, and quality assurance

The article on protecting records at every step of release, from intake to delivery. Read the article

Custodian of records and certification

The law-firm guide to subpoenaing medical records, and what the custodian has to produce and attest to. Read the guide

Explore other resources

ROI calculator

Estimate what records custodianship costs: a one-time implementation fee and monthly management across your retention period. Go to ROI calculator

Newsletters

Regulation changes, turnaround benchmarks, and what we're seeing across the network — sent when there's something worth sending. No drip campaign. Go to Newsletters

See ChartRequest on your own records

A 20-minute walkthrough of release, retrieval, and the audit trail — using the workflow you run today.
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