1. 1 Designated Record Set © HIPAA Pros 2002 All rights reserved

2. 2 What is a Designated Record Set?  Medical records maintained by the County or a Business Associate.  Billing records maintained by the County or a Business Associate  Any enrollment, payment, claims adjudication, and case or medical management records maintained for a health plan or insurer by the County or a Business Associate.  Any other group or records maintained by the County or Business Associate to make decisions about individual clients.

3. 3 Variety of Formats  Hand-written notes  X-rays  Printouts or readings from equipment (e.g., electrocardiogram)  Index or note cards  Typed letters or memos  Handwritten letters of memoranda  Electronic databases, spreadsheets, or documents  Information on microfiche, magnetic tape, diskette, or compact disc  Emails

4. 4 Preparation and Maintenance of Designated Record Sets  Centralized record keeping  Decentralized record keeping with notification to Records Department  Assistance from client