One wrong move when responding to a subpoena for medical records can have devastating consequences — from hefty fines and lawsuits to HIPAA violations and reputational damage. And in healthcare, it’s not a question of if you’ll receive a subpoena — it’s a matter of when.

The challenge is that not all subpoenas are the same:

• Some require a full response, while others limit what you can disclose.
• Some should never be fulfilled without additional documentation.
• And blindly forwarding every request to your attorney can cost thousands in unnecessary legal fees.

Navigating this complex landscape is critical for every healthcare organization. The good news? With the right strategies, you can respond confidently and compliantly — without putting your practice at risk.

Join board-certified healthcare attorney Michael R. Lowe, Esq. for this essential 60-minute online training, where he’ll walk you step by step through the legal, regulatory, and procedural requirements for handling subpoenas correctly — and show you how to protect your practice from costly mistakes.

What You’ll Learn

During this training, you’ll gain expert guidance on how to respond to subpoenas accurately, securely, and within legal limits. Key takeaways include:

• How to avoid over-disclosure and prevent releasing information beyond the request’s scope
• Why responding too quickly can create compliance risks — and how to avoid it
• How to handle attorney-issued subpoenas and spot red flags before responding
• What questions to ask to reduce errors and misunderstandings
• When you can release records without a signed release — and when you absolutely cannot
• Your legal rights and obligations with subpoenas, civil investigative demands, and audits
• How to decide when to involve your attorney versus handling a request internally
• Special considerations when handling records of minor patients
• Key updates to strengthen your release policies and stay compliant
• Scenarios where you should never release records to insurance companies
• How to track and meet deadlines for compliance
• When federal vs. state law governs your response
• Differences between judicial subpoenas and records requests — and why it matters
• Which records you should never release, even if subpoenaed
• And much more…

Why You Should Attend

Even a single misstep in responding to a subpoena can trigger legal action, compliance investigations, and severe financial penalties. This training will give you the knowledge and confidence to respond the right way — without unnecessary legal costs or regulatory risks.

In just 60 minutes, you’ll learn how to interpret, verify, and respond to subpoenas with precision, safeguard your organization from legal exposure, and ensure your release practices comply with all federal and state requirements.

Secure your spot today and take the guesswork — and the risk — out of subpoena compliance