Loading...
Templates › Sop › SEO page

Run: Dental HIPAA Privacy and PHI Handling SOP

This Dental HIPAA Privacy and PHI Handling SOP template guides staff through role-based access, minimum-necessary record use, screen privacy, imaging, lab re...

Fill this out, get a PDF emailed to you. No account required. Want to run it with your team and track results? Sign up free →

Steps

The clinical staff member confirms their account is assigned to the minimum necessary access level for the task and opens only the patient record required to complete the work.
The clinical staff member opens only the chart, imaging, or billing record needed for the current work activity and closes any unrelated patient records before continuing.
The clinical staff member positions the monitor so PHI is not readable from adjacent workstations or public viewing angles and confirms no patient data is visible from more than 3 feet away.
The clinical staff member stores, transmits, and displays radiographs, intraoral photos, and scans only through approved secure systems and confirms the files remain encrypted or otherwise protected within those systems.
The treatment coordinator includes only the PHI needed for the lab or referral to complete the order and removes extraneous clinical or demographic details before sending it through an approved transmission method.
The front desk staff member sends PHI only to a secure printer or locked print release queue and retrieves the pages immediately after release so no printout remains unattended.
The office staff member places paper records, labels, and other discarded PHI into the shred bin or secure disposal container instead of regular trash or recycling.
The practice manager reports lost records, misdirected faxes, unauthorized viewing, or accidental disclosure to the designated privacy or compliance lead without delay and documents the incident for follow-up.

Get your results

Enter your email — we'll send you a PDF of your filled-out template, plus the occasional MangoScoop newsletter (templates, workflow tips, product updates). Unsubscribe anytime — link is in every email.

Generated with MangoApps Templates — browse 250+ free