HIPAA Certify Individual

HIPAA for Health Plan Customer Service & Member Services

25 min
5 sections
10 quiz questions
HIPAA training designed specifically for member services representatives and customer service staff at health plans. Covers identity verification before disclosing PHI, handling calls from family members, spouses, attorneys, and employers, authorized representative documentation, the Minimum Necessary standard applied to live phone calls, social engineering defense, voicemail and callback risks, and call documentation requirements. Built for the highest-risk role at any health plan.

Course Content

  • 1

    The Front Line: Why Member Services Is the Highest-Risk Role

    4 min

  • 2

    Identity Verification: Confirming Who You're Talking To

    5 min

  • 3

    Third-Party Callers: Spouses, Family, Attorneys, and Employers

    6 min

  • 4

    What You Can and Cannot Disclose on a Call

    5 min

  • 5

    Social Engineering, Pressure Tactics, and Protecting Your Members

    5 min

What You'll Learn

  • Core HIPAA regulations and requirements
  • Protected Health Information (PHI) handling
  • Privacy and security best practices
  • Breach notification procedures
  • Real-world scenarios and applications
  • Compliance documentation requirements
Administrative Safeguards Physical Safeguards Technical Safeguards Audit Controls Encryption Integrity Controls Transmission Security Mobile Devices Laptops & Workstations Remote Access / VPN ePHI (Electronic) Paper Records Verbal Disclosures Minimum Necessary De-identification Limited Data Sets Designated Record Set PHI Disposal / Destruction PHI in Photos & Video Right to Access Right to Amend Right to Accounting Right to Restrict Right to Confidential Communications Notice of Privacy Practices Authorization Requirements Phone Conversations Family & Visitors Law Enforcement Requests Media Inquiries Workers' Compensation Public Health Reporting Research Uses Marketing & Fundraising Deceased Patients Minors & Guardians Unauthorized Access Break Room Parking Lot / Public Areas Home Office / Remote Work Conference Rooms Shared Workstations
$19.99
one-time payment
  • 90-day access to complete
  • Professional certificate included
  • Unlimited quiz retakes
  • Mobile-friendly access
  • Instant access after payment

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