General fitness, health and nutrition · Public discussion

Client notes/forms

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General fitness, health and nutrition
Published
12 January 2004
Last activity
12 January 2004
Original author
Tiffany
Posts
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  1. I am a MT.... I used to work in a private office as an independent contractor. I am leaving there,
    this week is my last. I am not allowed to solicited clients except for the ones that I brought
    into the office. Should I be allowed to take those client's information forms with notes with me
    as I continue to work on them at my new location? Should the owner of that private office still be
    soliciting those clients? We don't really have anything in the contract about this but I would
    like to take those files with me. Just want an idea of if its professional to ask her for the
    files or not.

    Thanks

    Tiffany

  2. Tiffany,

    It sounds like it is too late for this, but the most professional approach to this situation that
    I've ever seen was taken by my massage therapist (she has others working for her). She sent out
    letters to all the clients who'd ever had a massage from the therapists who were leaving to let them
    know and to allow the client the opportunity to choose if the exiting therapists could leave with
    contact information.

    From a client standpoint, I'd say the most important issues should be:
    1) the break should look professional and on good terms to the client, even if it wasn't
    2) the exiting therapist should be allowed to say that he/she is leaving and when...it isn't nice to
    surprise a client with a new therapist (I screen carefully and would feel cheated)...if the
    client inquires about contact info you should be allowed to give it
    3) the existing business shouldn't solicit any of this customer base...after all, they are already
    clients and already know the business is there and what it can do
    4) be aware that some clients (myself included) select two therapists...a backup therapist in case
    one is in pain and cannot get in to see the favored therapist (good ones book up fast...sometimes
    I feel like I'm waiting for a death to occur on her client list if I need to get in sooner)
    5) the existing business should release any therapy notes to clients on request so that they may
    bring the notes to you (the biggest objection you might run into in just having a copy of
    everyone's notes may be a privacy issue from clients themselves who choose to stay with the
    existing business...I know as a client, I'd want to be in control of WHO has such information and
    not feel like they just made copies of my chart for all their employees)

    Good luck! George

    PS--You don't practice in Michigan, do you?

    "Tiffany" <[email hidden]> wrote in message "]news:[email hidden]...

    Quoted message said:

    I am a MT.... I used to work in a private office as an independent contractor. I am leaving there,
    this week is my last. I am not allowed to solicited clients except for the ones that I brought
    into the office.


    Should

    Quoted message said:

    I be allowed to take those client's information forms with notes with me


    as

    Quoted message said:

    I continue to work on them at my new location? Should the owner of that private office still be
    soliciting those clients? We don't really have anything in the contract about this but I would
    like to take those files with me. Just want an idea of if its professional to ask her for the
    files or not.

    Thanks

    Tiffany

  3. Tiffany said:

    I am a MT.... I used to work in a private office as an independent contractor. I am leaving there,
    this week is my last. I am not allowed to solicit clients except for the ones that I brought into
    the office.

    Including ones you work on regularly? Hmm.

    Quoted message said:

    Should I be allowed to take those clients' information forms with notes with me as I continue to
    work on them at my new location?

    Copies, sure. Originals? I wouldn't, but that's not a reasoned response.

    Quoted message said:

    Should the owner of that private office still be soliciting those clients?

    Yes, IMHO. You, too, though; only the client knows why he went there. Could be you, could be them.

    Quoted message said:

    We don't really have anything in the contract about this but I would like to take those files with
    me. Just want an idea of if its professional to ask her for the files or not.

    I'd ask for copies.

  4. George,

    No, I am not in Michigan. Not even close. 🙂

    Thanks for the reply. That is true about not copying off the records. I do only want the clients
    that I brought into the office and only I have worked on. Suppose I will bring it up with the owner
    but she did get alittle upset when I gave the 2 week notice to begin with. I had been there 2 years,
    I liked the healing environment. She changed the office, there is now tanning beds and a nail tech
    in the office. I am not digging that. Nothing against it but its not healing services. The clients
    that I have been able to tell personally were glad that I did tell them and told them they will go
    where I go. Some I didn't get a chance to, then they found out when the owner sent out postcards. I
    was not aware of that. I really don't know if she will give clients my number or new location if
    they ask or not. She was VERY insistent that I DON'T solicited clients. I haven't but some have
    asked where I would be and want to continue having me work on them. My main beef is wanting files of
    the clients that I have brought into the office and only work with. So you think I should ask my
    clients to contact her and request the files? Is that legal and is she obligated to release the
    files? I just like to keep up with my notes and progress made, ect. If anything I would be happy
    with my personally made notes.

    Tiffany George <[email hidden]> wrote in message "]news:[email hidden]...

    Quoted message said:

    Tiffany,

    It sounds like it is too late for this, but the most professional approach to this situation that
    I've ever seen was taken by my massage therapist


    (she

    Quoted message said:

    has others working for her). She sent out letters to all the clients


    who'd

    Quoted message said:

    ever had a massage from the therapists who were leaving to let them know


    and

    Quoted message said:

    to allow the client the opportunity to choose if the exiting therapists could leave with contact
    information.

    From a client standpoint, I'd say the most important issues should be:
    1) the break should look professional and on good terms to the client,


    even

    Quoted message said:

    if it wasn't
    2) the exiting therapist should be allowed to say that he/she is leaving


    and

    Quoted message said:

    when...it isn't nice to surprise a client with a new therapist (I screen carefully and would feel
    cheated)...if the client inquires about contact info you should be allowed to give it
    3) the existing business shouldn't solicit any of this customer


    base...after

    Quoted message said:

    all, they are already clients and already know the business is there and what it can do
    4) be aware that some clients (myself included) select two therapists...a backup therapist in case
    one is in pain and cannot get in to see the


    favored

    Quoted message said:

    therapist (good ones book up fast...sometimes I feel like I'm waiting for


    a

    Quoted message said:

    death to occur on her client list if I need to get in sooner)
    5) the existing business should release any therapy notes to clients on request so that they may
    bring the notes to you (the biggest objection you might run into in just having a copy of
    everyone's notes may be a privacy issue from clients themselves who choose to stay with the
    existing business...I know as a client, I'd want to be in control of WHO has such information
    and not feel like they just made copies of my chart for all their employees)

    Good luck! George

    PS--You don't practice in Michigan, do you?

    "Tiffany" <[email hidden]> wrote in message "]news:[email hidden]...

    Quoted message said:

    I am a MT.... I used to work in a private office as an independent contractor. I am leaving
    there, this week is my last. I am not allowed


    to

    Quoted message said:
    Quoted message said:

    solicited clients except for the ones that I brought into the office.


    Should

    Quoted message said:

    I be allowed to take those client's information forms with notes with me


    as

    Quoted message said:

    I continue to work on them at my new location? Should the owner of that private office still be
    soliciting those clients? We don't really have anything in the contract about this but I would
    like to take those files with me. Just want an idea of if its professional to ask her for the


    files

    Quoted message said:
    Quoted message said:

    or not.

    Thanks

    Tiffany


  5. I'd be really really careful about taking any private information about client's out of the office
    without the client's consent. HIPAA would frown on medical records being copied or transferred
    without prior written consent. You and/or your current employer could get in a lot of hot water.
    HIPAA might not apply to you - but it might as well. If you receive any insurance reimbursement it
    certainly will apply to you and all your records. IANAL.

    Lee Drake

    "George" <[email hidden]> wrote in message "]news:[email hidden]...

    Quoted message said:

    Tiffany,

    It sounds like it is too late for this, but the most professional approach to this situation that
    I've ever seen was taken by my massage therapist


    (she

    Quoted message said:

    has others working for her). She sent out letters to all the clients


    who'd

    Quoted message said:

    ever had a massage from the therapists who were leaving to let them know


    and

    Quoted message said:

    to allow the client the opportunity to choose if the exiting therapists could leave with contact
    information.

    From a client standpoint, I'd say the most important issues should be:
    1) the break should look professional and on good terms to the client,


    even

    Quoted message said:

    if it wasn't
    2) the exiting therapist should be allowed to say that he/she is leaving


    and

    Quoted message said:

    when...it isn't nice to surprise a client with a new therapist (I screen carefully and would feel
    cheated)...if the client inquires about contact info you should be allowed to give it
    3) the existing business shouldn't solicit any of this customer


    base...after

    Quoted message said:

    all, they are already clients and already know the business is there and what it can do
    4) be aware that some clients (myself included) select two therapists...a backup therapist in case
    one is in pain and cannot get in to see the


    favored

    Quoted message said:

    therapist (good ones book up fast...sometimes I feel like I'm waiting for


    a

    Quoted message said:

    death to occur on her client list if I need to get in sooner)
    5) the existing business should release any therapy notes to clients on request so that they may
    bring the notes to you (the biggest objection you might run into in just having a copy of
    everyone's notes may be a privacy issue from clients themselves who choose to stay with the
    existing business...I know as a client, I'd want to be in control of WHO has such information
    and not feel like they just made copies of my chart for all their employees)

    Good luck! George

    PS--You don't practice in Michigan, do you?

    "Tiffany" <[email hidden]> wrote in message "]news:[email hidden]...

    Quoted message said:

    I am a MT.... I used to work in a private office as an independent contractor. I am leaving
    there, this week is my last. I am not allowed


    to

    Quoted message said:
    Quoted message said:

    solicited clients except for the ones that I brought into the office.


    Should

    Quoted message said:

    I be allowed to take those client's information forms with notes with me


    as

    Quoted message said:

    I continue to work on them at my new location? Should the owner of that private office still be
    soliciting those clients? We don't really have anything in the contract about this but I would
    like to take those files with me. Just want an idea of if its professional to ask her for the


    files

    Quoted message said:
    Quoted message said:

    or not.

    Thanks

    Tiffany


  6. George said:


    Good luck! George

    PS--You don't practice in Michigan, do you?

    I just moved there. Do you practice there? If so, where?

    sue

  7. Scott Kurland, RMT <[email hidden]> wrote in message
    "]news:[email hidden]...

    Quoted message said:
    Tiffany said:

    I am a MT.... I used to work in a private office as an independent contractor. I am leaving
    there, this week is my last. I am not allowed to solicit clients except for the ones that I
    brought into the office.

    Including ones you work on regularly? Hmm.

    Quoted message said:

    Should I be allowed to take those clients' information forms with notes with me as I continue to
    work on them at my new location?

    Copies, sure. Originals? I wouldn't, but that's not a reasoned response.

    Quoted message said:

    Should the owner of that private office still be soliciting those clients?

    Yes, IMHO. You, too, though; only the client knows why he went there. Could be you, could be them.

    Quoted message said:

    We don't really have anything in the contract about this but I would like to take those files
    with me. Just want an idea of if its professional to ask her for the files or not.

    I'd ask for copies.

    Thank you for the reply. As time has past since I did leave that office, I decided that when seeing
    those clients I would ask them to fill out another form for me and if they want to transfer the
    files from the other location, I am going to ask them to sign a release to be given to the old
    office. But no, I can NOT solicited any client unless I personally brought them in. But
    unfortunately, I don't have any files or addresses so I can't do any follow up anyways. I can only
    put that vibe out there and hope they contact me. Some have. The others I would like to be able to
    send a note of where to reach me, if they like.

    I did find out that if someone calls her asking for an appointment with me, she tells them I no
    longer work there and if the potential client asks how to get ahold of me, she doesn't give them
    that info. I have a business number that is on my cards and always available to clients so there is
    no reason for her not to give that info out. It is public knowledge, not my personal phone number.
    Again, I can only hope that if someone really wants to schedule with me, they pursue it.
    Unfortunately, people don't always do that. Though I don't think its very professional of her to not
    share that information, there is nothing I can do. I have been to spa's where I would see one
    particular therapist and when I called one day to see her again, they told me exactly where she
    went. I thought that was very good of them and still utilize the facility for other treatments.

    Again, thanks for the reply.

    Tiffany

  8. If you were a contractor and didn't have a contract covering this, I believe you are within your
    rights to just take them whether she likes it or not. If you are an employee, the records would have
    to be given to you. But consult an attorney on this (there are some cheap legal service groups you
    can join for something like $50-60 a year that will cover this consultation as well as a simple will
    and 3-4 document reviews per year) as I am not an attorney...just formerly owned a business.

    If you are not already a member of the AMTA, I'd suggest you join quickly to get listed in their on-
    line directory...that ought to help the people you haven't told find you again.

    If you were my therapist, I'd have a REAL problem with the nail business at your old location. I'm
    asthmatic and THAT would do me in even through closed doors...makes it REAL hard to relax during an
    asthma attack. BTW--More therapists should ask about this as many like to use scented oils which can
    be a problem also.

    Good luck and post back so we know how the transition went.

    George

    "Tiffany" <[email hidden]> wrote in message "]news:[email hidden]...

    Quoted message said:

    George,

    No, I am not in Michigan. Not even close. 🙂

    Thanks for the reply. That is true about not copying off the records. I do only want the clients
    that I brought into the office and only I have


    worked

    Quoted message said:

    on. Suppose I will bring it up with the owner but she did get alittle


    upset

    Quoted message said:

    when I gave the 2 week notice to begin with. I had been there 2 years, I liked the healing
    environment. She changed the office, there is now


    tanning

    Quoted message said:

    beds and a nail tech in the office. I am not digging that. Nothing against it but its not healing
    services. The clients that I have been able to tell personally were glad that I did tell them and
    told them they will go where


    I

    Quoted message said:

    go. Some I didn't get a chance to, then they found out when the owner sent out postcards. I was
    not aware of that. I really don't know if she will


    give

    Quoted message said:

    clients my number or new location if they ask or not. She was VERY


    insistent

    Quoted message said:

    that I DON'T solicited clients. I haven't but some have asked where I


    would

    Quoted message said:

    be and want to continue having me work on them. My main beef is wanting files of the clients that
    I have brought into the office and only work


    with.

    Quoted message said:

    So you think I should ask my clients to contact her and request the files? Is that legal and is
    she obligated to release the files? I just like to


    keep

    Quoted message said:

    up with my notes and progress made, ect. If anything I would be happy with my personally
    made notes.

    Tiffany George <[email hidden]> wrote in message "]news:[email hidden]...

    Quoted message said:

    Tiffany,

    It sounds like it is too late for this, but the most professional


    approach

    Quoted message said:
    Quoted message said:

    to this situation that I've ever seen was taken by my massage therapist


    (she

    Quoted message said:

    has others working for her). She sent out letters to all the clients


    who'd

    Quoted message said:

    ever had a massage from the therapists who were leaving to let them know


    and

    Quoted message said:

    to allow the client the opportunity to choose if the exiting therapists could leave with contact
    information.

    From a client standpoint, I'd say the most important issues should be:
    1) the break should look professional and on good terms to the client,


    even

    Quoted message said:

    if it wasn't
    2) the exiting therapist should be allowed to say that he/she is leaving


    and

    Quoted message said:

    when...it isn't nice to surprise a client with a new therapist (I screen carefully and would
    feel cheated)...if the client inquires about contact info you should be allowed to give it
    3) the existing business shouldn't solicit any of this customer


    base...after

    Quoted message said:

    all, they are already clients and already know the business is there and what it can do
    4) be aware that some clients (myself included) select two


    therapists...a

    Quoted message said:
    Quoted message said:

    backup therapist in case one is in pain and cannot get in to see the


    favored

    Quoted message said:

    therapist (good ones book up fast...sometimes I feel like I'm waiting


    for

    Quoted message said:

    a

    Quoted message said:

    death to occur on her client list if I need to get in sooner)
    5) the existing business should release any therapy notes to clients on request so that they may
    bring the notes to you (the biggest objection


    you

    Quoted message said:
    Quoted message said:

    might run into in just having a copy of everyone's notes may be a


    privacy

    Quoted message said:
    Quoted message said:

    issue from clients themselves who choose to stay with the existing business...I know as a
    client, I'd want to be in control of WHO has such information and not feel like they just made
    copies of my chart for all their employees)

    Good luck! George

    PS--You don't practice in Michigan, do you?

    "Tiffany" <[email hidden]> wrote in message "]news:[email hidden]...

    Quoted message said:

    I am a MT.... I used to work in a private office as an independent contractor. I am leaving
    there, this week is my last. I am not allowed


    to

    Quoted message said:
    Quoted message said:

    solicited clients except for the ones that I brought into the office.


    Should

    Quoted message said:

    I be allowed to take those client's information forms with notes with


    me

    Quoted message said:
    Quoted message said:

    as

    Quoted message said:

    I continue to work on them at my new location? Should the owner of


    that

    Quoted message said:
    Quoted message said:
    Quoted message said:

    private office still be soliciting those clients? We don't really have anything in the
    contract about this but I would like to take those


    files

    Quoted message said:
    Quoted message said:
    Quoted message said:

    with me. Just want an idea of if its professional to ask her for the


    files

    Quoted message said:
    Quoted message said:

    or not.

    Thanks

    Tiffany



  9. To reply to myself, here's the related info from HHS's website
    (hhs.govprivacy.html):

    PATIENT PROTECTIONS

    The new privacy regulations ensure a national floor of privacy protections for patients by limiting
    the ways that health plans, pharmacies, hospitals and other covered entities can use patients'
    personal medical information. The regulations protect medical records and other individually
    identifiable health information, whether it is on paper, in computers or communicated orally. Key
    provisions of these new standards include:

    Access To Medical Records. Patients generally should be able to see and obtain copies of their
    medical records and request corrections if they identify errors and mistakes. Health plans, doctors,
    hospitals, clinics, nursing homes and other covered entities generally should provide access these
    records within 30 days and may charge patients for the cost of copying and sending the records.

    Notice of Privacy Practices. Covered health plans, doctors and other health care providers must
    provide a notice to their patients how they may use personal medical information and their rights
    under the new privacy regulation. Doctors, hospitals and other direct-care providers generally will
    provide the notice on the patient's first visit following the April 14, 2003, compliance date and
    upon request. Patients generally will be asked to sign, initial or otherwise acknowledge that they
    received this notice. Health plans generally must mail the notice to their enrollees by April 14 and
    again if the notice changes significantly. Patients also may ask covered entities to restrict the
    use or disclosure of their information beyond the practices included in the notice, but the covered
    entities would not have to agree to the changes.

    Limits on Use of Personal Medical Information. The privacy rule sets limits on how health plans and
    covered providers may use individually identifiable health information. To promote the best quality
    care for patients, the rule does not restrict the ability of doctors, nurses and other providers to
    share information needed to treat their patients. In other situations, though, personal health
    information generally may not be used for purposes not related to health care, and covered entities
    may use or share only the minimum amount of protected information needed for a particular purpose.
    In addition, patients would have to sign a specific authorization before a covered entity could
    release their medical information to a life insurer, a bank, a marketing firm or another outside
    business for purposes not related to their health care.

    Prohibition on Marketing. The final privacy rule sets new restrictions and limits on the use of
    patient information for marketing purposes. Pharmacies, health plans and other covered entities must
    first obtain an individual's specific authorization before disclosing their patient information for
    marketing. At the same time, the rule permits doctors and other covered entities to communicate
    freely with patients about treatment options and other health-related information, including disease-
    management programs.

    Stronger State Laws. The new federal privacy standards do not affect state laws that provide
    additional privacy protections for patients. The confidentiality protections are cumulative; the
    privacy rule will set a national "floor" of privacy standards that protect all Americans, and any
    state law providing additional protections would continue to apply. When a state law requires a
    certain disclosure -- such as reporting an infectious disease outbreak to the public health
    authorities -- the federal privacy regulations would not preempt the state law.

    Confidential communications. Under the privacy rule, patients can request that their doctors, health
    plans and other covered entities take reasonable steps to ensure that their communications with the
    patient are confidential. For example, a patient could ask a doctor to call his or her office rather
    than home, and the doctor's office should comply with that request if it can be reasonably
    accommodated.

    Complaints. Consumers may file a formal complaint regarding the privacy practices of a covered
    health plan or provider. Such complaints can be made directly to the covered provider or health plan
    or to HHS' Office for Civil Rights (OCR), which is charged with investigating complaints and
    enforcing the privacy regulation. Information about filing complaints should be included in each
    covered entity's notice of privacy practices. Consumers can find out more information about filing a
    complaint at hhs.govhipaa or by calling (866) 627-7748.

    HEALTH PLANS AND PROVIDERS The privacy rule requires health plans, pharmacies, doctors and other
    covered entities to establish policies and procedures to protect the confidentiality of
    protected health information about their patients. These requirements are flexible and scalable
    to allow different covered entities to implement them as appropriate for their businesses or
    practices. Covered entities must provide all the protections for patients cited above, such as
    providing a notice of their privacy practices and limiting the use and disclosure of information
    as required under the rule. In addition, covered entities must take some additional steps to
    protect patient privacy:

    Written Privacy Procedures. The rule requires covered entities to have written privacy procedures,
    including a description of staff that has access to protected information, how it will be used and
    when it may be disclosed. Covered entities generally must take steps to ensure that any business
    associates who have access to protected information agree to the same limitations on the use and
    disclosure of that information.

    Employee Training and Privacy Officer. Covered entities must train their employees in their privacy
    procedures and must designate an individual to be responsible for ensuring the procedures are
    followed. If covered entities learn an employee failed to follow these procedures, they must take
    appropriate disciplinary action.

    Public Responsibilities. In limited circumstances, the final rule permits -- but does not require
    --covered entities to continue certain existing disclosures of health information for specific
    public responsibilities. These permitted disclosures include: emergency circumstances;
    identification of the body of a deceased person, or the cause of death; public health needs;
    research that involves limited data or has been independently approved by an Institutional Review
    Board or privacy board; oversight of the health care system; judicial and administrative
    proceedings; limited law enforcement activities; and activities related to national defense and
    security. The privacy rule generally establishes new safeguards and limits on these disclosures.
    Where no other law requires disclosures in these situations, covered entities may continue to use
    their professional judgment to decide whether to make such disclosures based on their own policies
    and ethical principles.

    Equivalent Requirements For Government. The provisions of the final rule generally apply equally to
    private sector and public sector covered entities. For example, private hospitals and government-run
    hospitals covered by the rule have to comply with the full range of requirements.

    ------------------

    How many of you receive insurance disbursements or reimbursements? How many of you receive referrals
    from doctors? How many have written privacy policies, and an assigned privacy officer? How many get
    patient consent and have the privacy information signed off on by the patient?

    I think this is where you might see some trouble:

    In other situations, though, personal health information generally may not be used for purposes not
    related to health care, and covered entities may use or share only the minimum amount of protected
    information needed for a particular purpose. In addition, patients would have to sign a specific
    authorization before a covered entity could release their medical information to a life insurer, a
    bank, a marketing firm or another outside business for purposes not related to their health care.

    Prohibition on Marketing. The final privacy rule sets new restrictions and limits on the use of
    patient information for marketing purposes. Pharmacies, health plans and other covered entities must
    first obtain an individual's specific authorization before disclosing their patient information for
    marketing.

    Lee

    "]news:[email hidden]...

    Quoted message said:

    I'd be really really careful about taking any private information about client's out of the office
    without the client's consent. HIPAA would


    frown

    Quoted message said:

    on medical records being copied or transferred without prior written consent. You and/or your
    current employer could get in a lot of hot


    water.

    Quoted message said:

    HIPAA might not apply to you - but it might as well. If you receive any insurance reimbursement it
    certainly will apply to you and all your


    records.

    Quoted message said:

    IANAL.

    Lee Drake

    "George" <[email hidden]> wrote in message "]news:[email hidden]...

    Quoted message said:

    Tiffany,

    It sounds like it is too late for this, but the most professional


    approach

    Quoted message said:
    Quoted message said:

    to this situation that I've ever seen was taken by my massage therapist


    (she

    Quoted message said:

    has others working for her). She sent out letters to all the clients


    who'd

    Quoted message said:

    ever had a massage from the therapists who were leaving to let them know


    and

    Quoted message said:

    to allow the client the opportunity to choose if the exiting therapists could leave with contact
    information.

    From a client standpoint, I'd say the most important issues should be:
    1) the break should look professional and on good terms to the client,


    even

    Quoted message said:

    if it wasn't
    2) the exiting therapist should be allowed to say that he/she is leaving


    and

    Quoted message said:

    when...it isn't nice to surprise a client with a new therapist (I screen carefully and would
    feel cheated)...if the client inquires about contact info you should be allowed to give it
    3) the existing business shouldn't solicit any of this customer


    base...after

    Quoted message said:

    all, they are already clients and already know the business is there and what it can do
    4) be aware that some clients (myself included) select two


    therapists...a

    Quoted message said:
    Quoted message said:

    backup therapist in case one is in pain and cannot get in to see the


    favored

    Quoted message said:

    therapist (good ones book up fast...sometimes I feel like I'm waiting


    for

    Quoted message said:

    a

    Quoted message said:

    death to occur on her client list if I need to get in sooner)
    5) the existing business should release any therapy notes to clients on request so that they may
    bring the notes to you (the biggest objection


    you

    Quoted message said:
    Quoted message said:

    might run into in just having a copy of everyone's notes may be a


    privacy

    Quoted message said:
    Quoted message said:

    issue from clients themselves who choose to stay with the existing business...I know as a
    client, I'd want to be in control of WHO has such information and not feel like they just made
    copies of my chart for all their employees)

    Good luck! George

    PS--You don't practice in Michigan, do you?

    "Tiffany" <[email hidden]> wrote in message "]news:[email hidden]...

    Quoted message said:

    I am a MT.... I used to work in a private office as an independent contractor. I am leaving
    there, this week is my last. I am not allowed


    to

    Quoted message said:
    Quoted message said:

    solicited clients except for the ones that I brought into the office.


    Should

    Quoted message said:

    I be allowed to take those client's information forms with notes with


    me

    Quoted message said:
    Quoted message said:

    as

    Quoted message said:

    I continue to work on them at my new location? Should the owner of


    that

    Quoted message said:
    Quoted message said:
    Quoted message said:

    private office still be soliciting those clients? We don't really have anything in the
    contract about this but I would like to take those


    files

    Quoted message said:
    Quoted message said:
    Quoted message said:

    with me. Just want an idea of if its professional to ask her for the


    files

    Quoted message said:
    Quoted message said:

    or not.

    Thanks

    Tiffany



  10. Tiff Why don't you re-do your intake forms ( new location ) and begin a new file. In Ontario we need
    a consent to release medical letter signed by your client, yourself and a witness to obtain things
    like X-rays, files etc.

    Also, we have to have a duplicate copy of the file for our own safe keeping and have to retain them
    for a minimum of 10 years.

    GL- D "suzee" <[email hidden]> wrote in message "]news:[email hidden]...

    Quoted message said:
    George said:


    Good luck! George

    PS--You don't practice in Michigan, do you?

    I just moved there. Do you practice there? If so, where?

    sue

  11. I am a contractor, or was. I am an AMTA member but you must be a professional member to get listed
    and I am only an associate. Honestly, I am not upgrading till I have too. I think clients will be
    able to find me if they want to. Most know my other location at a female fitness club. I work there,
    plus the private office.

    I am aware of the stink nail polish and [censored] causes! I went for a massage and though it was good, I
    could smell it through the door and it gave me a headache. I am sensitive to smells and so are alot
    of others.

    I will be dealing with this tomorrow. I am just hoping to get more input from the therapists that I
    know are business owners on the NG.

    Thanks again.

    Tiffany George <[email hidden]> wrote in message "]news:[email hidden]...

    Quoted message said:

    If you were a contractor and didn't have a contract covering this, I


    believe

    Quoted message said:

    you are within your rights to just take them whether she likes it or not. If you are an employee,
    the records would have to be given to you. But consult an attorney on this (there are some cheap
    legal service groups you can join for something like $50-60 a year that will cover this


    consultation

    Quoted message said:

    as well as a simple will and 3-4 document reviews per year) as I am not an attorney...just
    formerly owned a business.

    If you are not already a member of the AMTA, I'd suggest you join quickly


    to

    Quoted message said:

    get listed in their on-line directory...that ought to help the people you haven't told find
    you again.

    If you were my therapist, I'd have a REAL problem with the nail business


    at

    Quoted message said:

    your old location. I'm asthmatic and THAT would do me in even through closed doors...makes it REAL
    hard to relax during an asthma attack. BTW--More therapists should ask about this as many like to
    use scented


    oils

    Quoted message said:

    which can be a problem also.

    Good luck and post back so we know how the transition went.

    George

    "Tiffany" <[email hidden]> wrote in message "]news:[email hidden]...

    Quoted message said:

    George,

    No, I am not in Michigan. Not even close. 🙂

    Thanks for the reply. That is true about not copying off the records. I


    do

    Quoted message said:
    Quoted message said:

    only want the clients that I brought into the office and only I have


    worked

    Quoted message said:

    on. Suppose I will bring it up with the owner but she did get alittle


    upset

    Quoted message said:

    when I gave the 2 week notice to begin with. I had been there 2 years, I liked the healing
    environment. She changed the office, there is now


    tanning

    Quoted message said:

    beds and a nail tech in the office. I am not digging that. Nothing


    against

    Quoted message said:
    Quoted message said:

    it but its not healing services. The clients that I have been able to


    tell

    Quoted message said:
    Quoted message said:

    personally were glad that I did tell them and told them they will go


    where

    Quoted message said:

    I

    Quoted message said:

    go. Some I didn't get a chance to, then they found out when the owner


    sent

    Quoted message said:
    Quoted message said:

    out postcards. I was not aware of that. I really don't know if she will


    give

    Quoted message said:

    clients my number or new location if they ask or not. She was VERY


    insistent

    Quoted message said:

    that I DON'T solicited clients. I haven't but some have asked where I


    would

    Quoted message said:

    be and want to continue having me work on them. My main beef is wanting files of the clients
    that I have brought into the office and only work


    with.

    Quoted message said:

    So you think I should ask my clients to contact her and request the


    files?

    Quoted message said:
    Quoted message said:

    Is that legal and is she obligated to release the files? I just like to


    keep

    Quoted message said:

    up with my notes and progress made, ect. If anything I would be happy


    with

    Quoted message said:
    Quoted message said:

    my personally made notes.

    Tiffany George <[email hidden]> wrote in message "]news:[email hidden]...

    Quoted message said:

    Tiffany,

    It sounds like it is too late for this, but the most professional


    approach

    Quoted message said:
    Quoted message said:

    to this situation that I've ever seen was taken by my massage


    therapist

    Quoted message said:
    Quoted message said:

    (she

    Quoted message said:

    has others working for her). She sent out letters to all the clients


    who'd

    Quoted message said:

    ever had a massage from the therapists who were leaving to let them


    know

    Quoted message said:
    Quoted message said:

    and

    Quoted message said:

    to allow the client the opportunity to choose if the exiting


    therapists

    Quoted message said:
    Quoted message said:
    Quoted message said:

    could leave with contact information.

    From a client standpoint, I'd say the most important issues should be:
    1) the break should look professional and on good terms to the client,


    even

    Quoted message said:

    if it wasn't
    2) the exiting therapist should be allowed to say that he/she is


    leaving

    Quoted message said:
    Quoted message said:

    and

    Quoted message said:

    when...it isn't nice to surprise a client with a new therapist (I


    screen

    Quoted message said:
    Quoted message said:
    Quoted message said:

    carefully and would feel cheated)...if the client inquires about


    contact

    Quoted message said:
    Quoted message said:
    Quoted message said:

    info you should be allowed to give it
    3) the existing business shouldn't solicit any of this customer


    base...after

    Quoted message said:

    all, they are already clients and already know the business is there


    and

    Quoted message said:
    Quoted message said:
    Quoted message said:

    what it can do
    4) be aware that some clients (myself included) select two


    therapists...a

    Quoted message said:
    Quoted message said:

    backup therapist in case one is in pain and cannot get in to see the


    favored

    Quoted message said:

    therapist (good ones book up fast...sometimes I feel like I'm waiting


    for

    Quoted message said:

    a

    Quoted message said:

    death to occur on her client list if I need to get in sooner)
    5) the existing business should release any therapy notes to clients


    on

    Quoted message said:
    Quoted message said:
    Quoted message said:

    request so that they may bring the notes to you (the biggest objection


    you

    Quoted message said:
    Quoted message said:

    might run into in just having a copy of everyone's notes may be a


    privacy

    Quoted message said:
    Quoted message said:

    issue from clients themselves who choose to stay with the existing business...I know as a
    client, I'd want to be in control of WHO has


    such

    Quoted message said:
    Quoted message said:
    Quoted message said:

    information and not feel like they just made copies of my chart for


    all

    Quoted message said:
    Quoted message said:
    Quoted message said:

    their employees)

    Good luck! George

    PS--You don't practice in Michigan, do you?

    "Tiffany" <[email hidden]> wrote in message "]news:[email hidden]...
    > I am a MT.... I used to work in a private office as an independent contractor. I am leaving
    > there, this week is my last. I am not


    allowed

    Quoted message said:
    Quoted message said:

    to

    Quoted message said:

    > solicited clients except for the ones that I brought into the


    office.

    Quoted message said:
    Quoted message said:
    Quoted message said:

    Should
    > I be allowed to take those client's information forms with notes


    with

    Quoted message said:

    me

    Quoted message said:
    Quoted message said:

    as
    > I continue to work on them at my new location? Should the owner of


    that

    Quoted message said:
    Quoted message said:

    > private office still be soliciting those clients? We don't really


    have

    Quoted message said:
    Quoted message said:
    Quoted message said:

    > anything in the contract about this but I would like to take those


    files

    Quoted message said:
    Quoted message said:

    > with me. Just want an idea of if its professional to ask her for the


    files

    Quoted message said:

    > or not.
    >
    > Thanks
    >
    > Tiffany
    >
    >



  12. "]news:[email hidden]...

    Quoted message said:

    To reply to myself, here's the related info from HHS's website
    (hhs.govprivacy.html):

    snipped to save space

    Quoted message said:


    How many of you receive insurance disbursements or reimbursements? How many of you receive
    referrals from doctors? How many have written privacy policies, and an assigned privacy officer?
    How many get patient consent and have the privacy information signed off


    on

    Quoted message said:

    by the patient?

    I think this is where you might see some trouble:

    In other situations, though, personal health information generally may not be used for purposes
    not related to health care, and covered entities may use or share only the minimum amount of
    protected information needed for a particular purpose. In addition, patients would have to sign a
    specific authorization before a covered entity could release their medical information to a life
    insurer, a bank, a marketing firm or another outside business for purposes not related to their
    health care.

    See.... this is where I am confused..... I will of course ask any client who continues to see me to
    sign a release of info for the office I was at but I see don't see why?? They were seeing me and
    only me and regardless of the building I am in, they are still seeing me. Actually NOW their info is
    more private as only I will see it. Before the receptionist could see it along with the others in
    the office.

    Quoted message said:


    Prohibition on Marketing. The final privacy rule sets new restrictions and limits on the use of
    patient information for marketing purposes.


    Pharmacies,

    Quoted message said:

    health plans and other covered entities must first obtain an individual's specific authorization
    before disclosing their patient information for marketing.


    Even when the marketing is done by the office?

    Quoted message said:


    Lee

    I will get back on the rest of your questions when I have more time. Thanks for the link and posting
    that info Lee. I have mixed feelings about the whole Hiphi thing ([censored], I know I am spelling that
    wrong) and maybe you can clear some of it up for me.

    Tiffany

  13. Tiff,

    Like I said - IANAL (I am not a lawyer). A lawyer or HIPAA expert could probably help you better -
    and in this case it might be worth it to consult one. The point is that the patients records would
    be released by your OLD employer to YOU (a new and different business). Even though you were the one
    seeing them - the old employer is the one they signed the release with. If you take the records and
    then use them to contact the other person you have:

    A) Transferred the records out of the office, without prior notice to the client that you
    were doing so.
    B) Used the records for marketing purposes (expanding your new business).

    As such - if a client complained your employer could be fined up to $250,000 per occurrence (or some
    outrageous amount like that - don't know the exact fine details). If a client never complains - you
    PROBABLY won't have a problem. But who wants to risk it.

    The safest thing to do IMHO (noting that IANAL) is to have your former employer contact the clients
    and ask if they'd like to have their records kept private by that office, and if not if they would
    sign a release indicating the records could be transferred to you. If you can't get such a release
    I'd be very careful about how you contact them in the future.

    The idea of HIPAA (I'm a computer guy who deals with medical companies) is that companies were just
    [censored]-nilly sharing our medical info with people who had no right to it or were using it for
    marketing purposes (drug

    impotence for instance). Also medical conditions were being disclosed to private investigators and
    employers by internal staff. If you had HIV would you want your employer to know necessarily?

    Cheers, Lee

    "Tiffany" <[email hidden]> wrote in message "]news:[email hidden]...

    Quoted message said:
    Quoted message said:

    "]news:[email hidden]...

    Quoted message said:

    To reply to myself, here's the related info from HHS's website
    (hhs.govprivacy.html):

    snipped to save space

    Quoted message said:


    How many of you receive insurance disbursements or reimbursements? How many of you receive
    referrals from doctors? How many have written privacy policies, and an assigned privacy officer?
    How many get patient consent and have the privacy information signed off


    on

    Quoted message said:

    by the patient?

    I think this is where you might see some trouble:

    In other situations, though, personal health information generally may


    not

    Quoted message said:
    Quoted message said:

    be used for purposes not related to health care, and covered entities


    may

    Quoted message said:
    Quoted message said:

    use or share only the minimum amount of protected information needed for


    a

    Quoted message said:
    Quoted message said:

    particular purpose. In addition, patients would have to sign a specific authorization before a
    covered entity could release their medical information to a life insurer, a bank, a marketing
    firm or another


    outside

    Quoted message said:
    Quoted message said:

    business for purposes not related to their health care.

    See.... this is where I am confused..... I will of course ask any client


    who

    Quoted message said:

    continues to see me to sign a release of info for the office I was at but


    I

    Quoted message said:

    see don't see why?? They were seeing me and only me and regardless of the building I am in, they
    are still seeing me. Actually NOW their info is


    more

    Quoted message said:

    private as only I will see it. Before the receptionist could see it along with the others in
    the office.

    Quoted message said:


    Prohibition on Marketing. The final privacy rule sets new restrictions


    and

    Quoted message said:
    Quoted message said:

    limits on the use of patient information for marketing purposes.


    Pharmacies,

    Quoted message said:

    health plans and other covered entities must first obtain an


    individual's

    Quoted message said:
    Quoted message said:

    specific authorization before disclosing their patient information for marketing.


    Even when the marketing is done by the office?

    Quoted message said:


    Lee

    I will get back on the rest of your questions when I have more time.


    Thanks

    Quoted message said:

    for the link and posting that info Lee. I have mixed feelings about the whole Hiphi thing ([censored], I
    know I am spelling that wrong) and maybe you


    can

    Quoted message said:

    clear some of it up for me.

    Tiffany

  14. "]news:[email hidden]...

    Quoted message said:

    Tiff,

    Like I said - IANAL (I am not a lawyer). A lawyer or HIPAA expert could probably help you better -
    and in this case it might be worth it to


    consult

    Quoted message said:

    one. The point is that the patients records would be released by your


    OLD

    Quoted message said:

    employer to YOU (a new and different business). Even though you were the one seeing them - the old
    employer is the one they signed the release


    with.

    Quoted message said:

    If you take the records and then use them to contact the other person you have:

    A) Transferred the records out of the office, without prior notice to the client that you were
    doing so.
    B) Used the records for marketing purposes (expanding your new business).

    As such - if a client complained your employer could be fined up to


    $250,000

    Quoted message said:

    per occurrence (or some outrageous amount like that - don't know the exact fine details). If a
    client never complains - you PROBABLY won't have a problem. But who wants to risk it.

    The safest thing to do IMHO (noting that IANAL) is to have your former employer contact the
    clients and ask if they'd like to have their records kept private by that office, and if not
    if they would sign a release indicating the records could be transferred to you. If you can't
    get such


    a

    Quoted message said:

    release I'd be very careful about how you contact them in the future.

    The idea of HIPAA (I'm a computer guy who deals with medical companies) is that companies were
    just [censored]-nilly sharing our medical info with people who had no right to it or were using it for
    marketing purposes (drug

    Quoted message said:

    impotence for instance). Also medical conditions were being disclosed to private investigators and
    employers by internal staff. If you had HIV


    would

    Quoted message said:

    you want your employer to know necessarily?

    Cheers, Lee

    Ahh so that is what IANAL meant. Are you an MT?

  15. Quoted message said:

    Ahh so that is what IANAL meant. Are you an MT?

    Nope, just an interested receiver of MT services, and a business owner - so I sometimes pipe up
    in here 🙂

    Lee

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