Release of information requires nimble moves. Does your team have fancy footwork or two left feet?

The story is the same—only the characters change. Someone wants a copy of a medical record, and they want it as soon as possible. That “someone” could be a patient using the information to improve their health, a payer using it to measure quality, an attorney using it to support an argument for litigation, or a whole host of other entities using it to glean insights or even drive profits.

As HIPAA regulations continue to evolve, the release of information (ROI) process is more complex than ever before. ROI staff must retrieve records from multiple systems within specified timeframes all while keeping track of what information they disclose and to whom they disclose it.

“What used to be a very straightforward copy service has become something far more sophisticated,” says Andrew L. McManus, founder and executive vice president of Verisma. “You need subject matter experts who can really scrub through information to find the correct data points for each request.”

Experts agree that given the complexity of ROI, it’s easy to make mistakes. This article addresses eight common missteps and how to avoid them.