164.526
   
8.3.
Amendment of PHI:
8.3.1.
Right to amend and denial of amendment:
164.526(a)(1)    
 
 
8.3.1.1.
Individual has the right to have CE amend PHI or other information in the designated record set for as long as CE maintains the record sets.
164.526(a)(2)    
 
8.3.1.2.
CE may deny amendment request if it determines that the PHI or other record:
8.3.1.2.1.
Was not created by the CE, unless the individual provides reasonable basis to believe that originator of PHI is no longer available to act on request;
8.3.1.2.2.
Is not part of the designated record set;
8.3.1.2.3.
Would not be available for inspection under ¶ 8.1.; or
8.3.1.2.4.
Is accurate and complete.

164.526(b)
   
 
8.3.2.
Request for amendment and timely action:
8.3.2.1.
CE must permit an individual to request that the CE amend PHI maintained in the designated record set. CE may require request to be in writing and to provide reason/support for request, provided there is advance notice of these requirements.
8.3.2.2.
CE must act on request within 60 days of receipt, as follows:
8.3.2.2.1.
If CE grants the request, in whole or in part, it must follow the requirements of ¶ 8.3.3.1. and ¶ 8.3.3.2. If it denies the request, in whole or in part, it must follow the requirements of ¶ 8.3.4.
8.3.2.2.2.
If CE needs more time to comply, it may obtain one extension for up to thirty days, provided that the CE notifies the individual in writing within the first 60 days of the reasons for delay and of the date by which action will be taken.

164.526(c)
   
 
8.3.3.
Accepting the amendment: If the CE accepts the requested amendment, in whole or part, it must:
8.3.3.1.
Make the amendment by, at a minimum, identifying the affected records and appending or otherwise providing a link to the location of the amendment;
8.3.3.2.
Timely inform the individual that the amendment is accepted and obtain his/her identification of and agreement to have the CE notify relevant persons with which amendment needs to be shared pursuant to ¶ 8.3.3.3;
8.3.3.3.
Make reasonable efforts to inform and timely provide amendment to:
8.3.3.3.1.
Persons identified by the individual as having received PHI and needing the amendment; and
8.3.3.3.2.
Persons, including business associates, that the CE knows to have PHI that is the subject of the amendment and that may have relied, or could foreseeably rely on such information to the detriment of the individual.

164.526(d)
   
 
8.3.4.
Denying the amendment: If the CE denies the requested amendment, in whole or part, it must:
8.3.4.1.
Provide the individual with a timely, written denial in plain language and containing:
 
8.3.4.1.1.
The basis for the denial;, in accordance with ¶ 8.3.1.2;
8.3.4.1.2.
Notice of individual's right to submit a written statement disagreeing with the denial, and information on how to file such statement;
8.3.4.1.3.
Statement that, if individual does not submit a statement of disagreement, individual may request that CE provide individual's request and the denial with any future disclosures of the PHI that is subject of the request; and
8.3.4.1.4.
Description of how individual may complain to CE pursuant to procedures described in ¶ 11.3.4. (including name or title, and telephone number of contact person or office), or to the Secretary of HHS.
8.3.4.2.
Statement of disagreement: CE must permit the individual to submit to the CE a written statement disagreeing with the denial and the basis for disagreement. CE may reasonably limit the length of the statement.
8.3.4.3.
Rebuttal statement: CE may prepare a written rebuttal to the statement of disagreement. Whenever a rebuttal is prepared, CE must provide a copy to the individual.
8.3.4.4.
Record keeping: CE must, as appropriate, identify the record or PHI that is subject to the disputed amendment and append or otherwise link the request for amendment, the denial, any statement of disagreement, and any rebuttal to the designated record set.
8.3.4.5.
Future disclosures:
8.3.4.5.1.
If a statement of disagreement has been submitted, the CE must include the material appended in accordance with ¶ 8.3.4.4. or, at the election of the CE, an accurate summary of such information, with any subsequent disclosure of the PHI to which the disagreement relates.
8.3.4.5.2.
If a statement of disagreement has not been submitted, the CE must include the request for amendment and the denial, or an accurate summary of such information, with any subsequent disclosure of PHI only if the individual has requested such action in accordance with ¶ 8.3.4.1.3.
8.3.4.5.3.
When a subsequent disclosure is being made using a standard transaction under Part 162 of the regulations that does not permit additional material to be included, the CE must separately transmit the material required by ¶ 8.3.4.5.1. or ¶ 8.3.4.5.2., as applicable, to the recipient of the standard transaction.
 
8.3.5.
A CE that is informed by another CE of an amendment to an individual's PHI pursuant to ¶ 8.3.3.3. must amend the PHI in designated record sets as provided in ¶ 8.3.3.1.
 
8.3.6.
Documentation: CE must document the titles of the persons or offices responsible for receiving and processing requests for amendments and maintain documentation as required by ¶ 11.3.10.
     
     

Table of Contents
| Index | HIPAA Statewide Project