Step 1: Assign a resource from your organization who will be the point person for the project.

Step 2: Download the Project Request Form and collaborate with your vendor or other technology partner to complete this form to the best of your ability.

Step 3: Update your Notice of Privacy Practice (NPP) or alternate notice regarding your participation with a Health Information Exchange (HIE). This notice update must:

  • Inform the patient of your participation in an HIE
  • Let the patient know who to contact to Opt out

You may copy the message below for your notice. Whether using our language, or your own, all notices must be approved by the CliniSync Privacy Officer . Here is how it reads:

HIE Notice Sample Language

We participate in one or more Health Information Exchanges. Your healthcare providers can use this electronic network to securely provide access to your health records for a better picture of your health needs. We, and other healthcare providers, may allow access to your health information through the Health Information Exchange for treatment, payment or other healthcare operations. This is a voluntary agreement.

You may opt-out at any time by notifying [the Health Information Management Services/Medical Records Department] OR [the office administrator].

Step 4: Return your updated notice and Project Request Form to your Community Project Manager.