HIPAA for Managers: The High-Level View


This program is designed to provide a detailed managerial review of the Health Insurance Portability and Accountability Act (HIPAA). The program is specifically directed to administrators, supervisors, and managers who are involved using tools to develop and manage their HIPAA privacy and security programs within their medical practices. The program explores and defines HIPAA policies and procedures, business associate agreements, security assessment and analysis, training requirements, HIPAA compliance requirements, breach events, and informed consent. After completing this course, managers are encouraged to adopt and exercise strategies which will minimize and/or eliminate HIPAA violations in the practice.

Course ID #: TDE 200814.0 Issue Date: 12/22/2020 Expiration Date: 12/22/2023


After completing this activity, learners will be able to:

  • Assess resources to develop essential policies and procedures and conduct a security risk analysis
  • Conduct timely training for office managers that evaluates their competency with HIPAA regulations and requirements
  • Recognize and respond in a timely manner when a breach occurs
  • Apply OCR Covid-19 enforcement discretion and telemedicine guidelines
  • Recognize and respond appropriately when a patient's consent requires release of patient health information (PHI)
  • Integrate and use the four rules that are key to HIPAA regulations
  • Conduct policies and procedures associated with encryption
  • Prioritize cybersecurity risks that apply to medical or dental practices


No individual in a position to control or influence the content of this activity has reported relevant financial relationships with commercial interests. No commercial support was provided for this activity.


The information and guidelines contained in this activity are generalized and may not apply to all practice situations. We recommend that legal advice be obtained from a qualified attorney for specific application to your practice. The information is intended for educational purposes and should be used as a reference guide only.

Course Developers

Matthew T. Graham, CPHRM, LHRM, Patient Safety Risk Manager, Department of Patient Safety and Risk Management, The Doctors Company
Toshia Smith, J.D., Investigator, Contractor for the Office for Civil Rights (OCR), Southwest Region

Johanna Lackner, MPH, MSW, Senior Director, Continuing Professional Development, Department of Patient Safety and Risk Management, The Doctors Company

Continuing Education Credit

The Doctors Company is accredited by the Accreditation Council for Continuing Medical Education (ACCME) to provide continuing medical educational activities for physicians.

The Doctors Company designates this activity for a maximum of 1.0 AMA PRA Category 1 Credit™.  Physicians should claim only the credit commensurate with the extent of their participation in the activity.


The Doctors Company is an ADA CERP Recognized Provider. ADA CERP is a service of the American Dental Association to assist dental professionals in identifying quality providers of continuing dental education. ADA CERP does not approve or endorse individual courses or instructors, nor does it imply acceptance of credit hours by boards of dentistry. Concerns or complaints about a CE provider may be directed to the provider or to ADA CERP at ADA.org/CERP.

The Doctors Company designates this activity for one 1.0 continuing education credit.

Complies with State Requirements

Please SEE the Federation of State Medical Boards overview of Continuing Medical Education requirements by State. 

Technical Requirements

The activity is best experienced using the most current browser: Firefox, Chrome, Safari, or Microsoft Edge. Internet Explorer is not supported by this platform. All activities featuring audio must have a speaker. To view graphic images and references that appear in separate "pop-up" windows, JavaScript and session cookies must be enabled on your computer. Adobe Acrobat Reader may be required for certain activities.

Contact Us

If you have questions, contact educationsupport@thedoctors.com or call 800.421.2368, extension 1243.


Visit our Resource document for this program.