Question

If a therapist is on an insurance panel, and the insurance conducts an audit requesting client records, what should the therapist do?

1) Provide the requested client records to the insurance
2) Refuse to provide the client records
3) Seek legal advice before providing the client records
4) Contact the client to inform them of the audit

Answer 1

When an insurance audit requests client records, a therapist should seek legal advice, comply with the law, and inform the client.

Step-by-step explanation:

When a therapist is on an insurance panel and the insurance conducts an audit requesting client records, the therapist should proceed with caution and follow the appropriate steps. The therapist should first seek legal advice before providing the client records to ensure compliance with the law and protect client confidentiality. In some cases, it may be necessary to provide the requested client records to the insurance, but this should only be done after consulting with an attorney. Additionally, it would be advisable for the therapist to inform the client about the audit, while being mindful of patient privacy rights.