Questions? Let’s Talk! (800) 727-3885

SETTLEMENT PLANNING CHECKLIST #3

HIPAA Disclosure

by Rick Bishop
Principal, Settlement Planners

When it comes to financial settlements, not everyone needs a structured annuity. But everyone could benefit from utilizing a settlement plan.

Our settlement planning checklist ensures that every client has access to a wide range of financial options along with expert guidance to make the right choice.

Under HIPAA, it is the obligation of a “covered entity” or a “business associate” of that entity to protect private medical information. Failure to do so is a violation of patient rights and a potential liability for plaintiff attorneys.

Our Settlement Planning Checklist carefully manages and documents medical records disclosures associated with your client’s claim -- protecting you and your client.

Find out how we help can you manage risk while protecting your client. Call today. (800) 727-3885.

 


The Settlement Checklist Series:

ITEM #1: THE LETTER OF ACKNOWLEDGEMENT >>>

ITEM #2 THE FULL MARKET SURVEY >>>

ITEM #3: HIPAA DISCLOSURE >>>

ITEM #4: UNDISCLOSED AFFINITY ARRANGEMENTS >>>

ITEM #5: GET THE FACTS ON MEDICARE SET ASIDES>>>

ITEM #6: THE ADVANTAGES OF STRUCTURED ATTORNEY FEES >>>

ITEM #7: BUSINESS AS USUAL... IS NO LONGER BUSINESS AS USUAL >>>

ITEM #8: SOLVING THE SETTLEMENT MAZE >>>

ITEM #9: Five Questions You Should Ask
Before Consulting a Settlement Planner >>>

 

 

 

 

 

 

“...always put’s the needs and the security of the clients first and foremost.”

Sal Liccardo, Esq.
San Jose, CA