iPhysicalTherapy.com – Call us: 866-782-6258

Keeping Health Information Secure

Kathleen D. Weissberg, OTD, OTR/L, CMDCP, CDP, CFPS, OTD, OTR/L, CMDCP, CDP, CFPS, CGCS

August 20, 2019

Question

What are some common tips for keeping health information secure?  

Answer

Social Media: Do not post any patient information or patient photos on any social networking sites.  
Secure Faxing:  Confirm the fax number before dialing. Program frequently dialed numbers into the fax machine. Avoid manual dialing, which may lead to misdirected transmissions. Locate the fax machine in a secure work area. 
Safe Emailing: Confirm the accuracy of the email address. Don’t open, forward, or reply to suspicious emails.  Delete spam. 
No texting of PHI: Texting of patient health information is not allowed, for example: “John Smith on 3rd floor needs skilled PT eval”.
Safe Internet use: Don’t download unknown or unsolicited programs.  Accessing sites with questionable content often results in spam or release of viruses. 
Password Protection: Don’t share your ID or password. Create a strong password of at least 8 characters, with at least one uppercase letter, one lowercase letter, a number, and a punctuation mark.
Conversations:  Discuss a resident’s health information in a private area, only with the resident, the resident’s family, and other healthcare providers involved in treatment. Avoid discussions in elevators or lobbies where others could overhear.
Therapy Department Security: Use locked cabinets/file rooms and limit access to therapy records. 
Discarding of Papers:  Don’t discard papers and other records with PHI in trash bins or unsecured recycle bins.  Shred, or place in secured shredder bins. 
Computer Security:  Log off your computer when done, or if you walk away, even for a few minutes. Don’t install  programs unless approved by IT Support. 
Know where you left your paperwork: Check printers, faxes and copiers when you are done using them. Ensure paper charts are returned to the appropriate area.   
Removal of Records: Don’t remove documentation (paper or electronic records) from the facility for any reason, except copies if needed for invoices and as requested by government agencies, fiscal intermediaries and carriers.
Storage of Records: Maintain records in a secure area that is not available for public view and access.
Building Access: Do not share keys or codes to enter the facility. Immediately report lost or stolen cards, keys or badges. Do not allow others to enter a secure facility area by letting them walk in behind you.
Verification of Requests Related to PHI: Verify with facility staff the identity of any person or organization requesting access to a patient’s PHI. The facility is responsible for determining the person’s authority to have the PHI requested.
Sharing of PHI with an Authorization: Don’t disclose a patient’s PHI to any outside entity, unless the facility has obtained written authorization if required, and given Select Rehabilitation permission to disclose the information.
Disclosure of PHI to Friends and Family Members Involved in a Patient’s Care: When the patient is present and also has the capacity to make healthcare decisions, give the patient an opportunity to agree or object to the disclosure of PHI to friends or family involved in the care, before the disclosure occurs.
 

 


kathleen d weissberg

Kathleen D. Weissberg, OTD, OTR/L, CMDCP, CDP, CFPS, OTD, OTR/L, CMDCP, CDP, CFPS, CGCS

In her 30+ years of practice, she has worked in rehabilitation and long-term care as an executive, researcher, and educator.  She has established numerous programs in nursing facilities and authored peer-reviewed publications on topics such as low vision, dementia, quality care, and wellness. She has spoken at numerous conferences, both nationally and internationally. She provides continuing education support to over 30,000 therapists, nurses, and administrators nationwide as National Director of Education for Select Rehabilitation. She is a Certified Alzheimer’s Disease and Dementia Care Trainer, Certified Dementia Care Practitioner, Certified Montessori Dementia Care Practitioner, Certified Fall Prevention Specialist, a Certified Geriatric Care Practitioner, and Trauma Informed Educator.  She serves as the Region 1 Director for the American Occupational Therapy Association Political Action Committee and is an adjunct professor at Gannon University in Erie, PA.


Related Courses

Supporting the LGBTQ Senior in Healthcare
Presented by Kathleen D. Weissberg, OTD, OTR/L, CMDCP, CDP, CFPS, OTD, OTR/L, CMDCP, CDP, CFPS, CGCS
Recorded Webinar

Presenter

Kathleen D. Weissberg, OTD, OTR/L, CMDCP, CDP, CFPS, OTD, OTR/L, CMDCP, CDP, CFPS, CGCS
Course: #4096Level: Intermediate2 Hours
  'Clarity, conciseness, details'   Read Reviews
This training describes the required elements for responding to the emerging needs of long term care communities to provide sensitive and respectful services to LGBT elders. The training reviews definitions related to sexual orientation and gender identity challenges experienced by LGBT older adults, and strategies for communication and policies that honor residents' rights. This course is directly related to the practice of physical therapy and is therefore appropriate for the PT and PTA.

Health Literacy in Practice: Effective Communication and Education
Presented by Kathleen D. Weissberg, OTD, OTR/L, CMDCP, CDP, CFPS, OTD, OTR/L, CMDCP, CDP, CFPS, CGCS
Live WebinarFri, Jan 16, 2026 at 12:00 pm EST
Fri, Jan 16, 2026 at 12:00 pm EST

Presenter

Kathleen D. Weissberg, OTD, OTR/L, CMDCP, CDP, CFPS, OTD, OTR/L, CMDCP, CDP, CFPS, CGCS
Course: #5378Level: Intermediate1 Hour
Health Literacy is the ability to read, compute, understand and act on health information to make informed decisions. Low health literacy is a serious threat to the well-being of persons seeking medical care. With the increasing diversity of clients, we may observe that our communication skills are less effective with people from backgrounds different from our own. In this course, an overview of health literacy is provided. The session will review techniques for clear and effective communication, verbal and written communication with those from other cultures, writing and selecting easy-to-read health materials, and assessment tools to use to ensure that clients understand the therapy services provided and have the skills needed to access, understand, and use health information.

Supervising Assistants, Students, and Aides: Upholding Your Ethics in a Challenging Health Care Environment
Presented by Kathleen D. Weissberg, OTD, OTR/L, CMDCP, CDP, CFPS, OTD, OTR/L, CMDCP, CDP, CFPS, CGCS
Recorded Webinar

Presenter

Kathleen D. Weissberg, OTD, OTR/L, CMDCP, CDP, CFPS, OTD, OTR/L, CMDCP, CDP, CFPS, CGCS
Course: #4377Level: Intermediate2 Hours
  'EAsy to understand'   Read Reviews
This presentation reviews the definitions of supervision as well as APTA guidance related to supervising assistants, students, and aides in various healthcare environments. Documentation guidelines for Medicare are reviewed as these relate to what an assistant can complete versus a therapist. The use of students and rehab aides in long-term care is reviewed in accordance with Medicare guidelines. Real examples of common supervisory ethical dilemmas from the field, including the appropriate action steps to take in each one, are highlighted. This course is directly related to the practice of physical therapy and is therefore appropriate for the PT/PTA

HIV/AIDS: Training For Florida Healthcare Professionals
Presented by Kathleen D. Weissberg, OTD, OTR/L, CMDCP, CDP, CFPS, OTD, OTR/L, CMDCP, CDP, CFPS, CGCS
Recorded Webinar

Presenter

Kathleen D. Weissberg, OTD, OTR/L, CMDCP, CDP, CFPS, OTD, OTR/L, CMDCP, CDP, CFPS, CGCS
Course: #5145Level: Introductory1 Hour
  'It was a very useful refresher'   Read Reviews
The purpose of this course is to prepare Florida healthcare professionals to care for patients with HIV/AIDS based on evidence-based information on HIV/AIDS incidence in Florida, modes of transmission, infection control procedures, clinical management, prevention, and Florida law governing testing and disclosure.

Medical Errors Training for Florida Healthcare Professionals
Presented by Kathleen D. Weissberg, OTD, OTR/L, CMDCP, CDP, CFPS, OTD, OTR/L, CMDCP, CDP, CFPS, CGCS
Recorded Webinar

Presenter

Kathleen D. Weissberg, OTD, OTR/L, CMDCP, CDP, CFPS, OTD, OTR/L, CMDCP, CDP, CFPS, CGCS
Course: #5412Level: Introductory2 Hours
  'Great charts and case studies'   Read Reviews
The purpose of this course is to provide Florida healthcare practitioners with a review of the types, vulnerable populations, risk factors, and prevention strategies for medical errors, including patient safety, reportable sentinel events, and root cause analysis, and an understanding of Florida’s medical error reporting requirements.