Category 1: HIPAA Basics
What does HIPAA stand for?
Health Insurance Portability and Accountability Act
What must you verify before creating a Canopy ticket?
That you are in the correct patient account
Oops! You opened the wrong patient chart—what’s your “abort mission” move? 🚨
Exit immediately and go to the correct account
What should you do before accessing or sharing any patient information?
Ensure you have a valid work-related reason and follow HIPAA guidelines
What should you always do before clicking “submit”?
Verify patient information
What is PHI?
Protected Health Information
What is a major risk of documenting in the wrong chart?
HIPAA violation and delayed patient care
You entered info in the wrong patient chart—what is this considered?
A HIPAA violation
Who is responsible for HIPAA compliance?
Everyone
What is the best way to prevent errors?
Slow down and double-check
Name one type of information considered PHI.
Examples: Name, DOB, SSN, medical record number, diagnosis
What should you do if unsure you’re in the correct account?
Stop and verify before proceeding
Can you share patient info in a Teams chat?
Only if it’s secure and compliant with HIPAA guidelines
What can HIPAA violations impact?
Patient safety, trust, and employee performance
Should you multitask while documenting patient info?
No
True or False: HIPAA only applies to doctors.
False (applies to all healthcare workers handling PHI)
True or False: Speed is more important than accuracy.
False
A coworker asks for patient info they don’t need—what do you do?
Do not share; follow minimum necessary rule
Name one possible consequence of a HIPAA violation.
Disciplinary action, termination, fines
What mindset should you have when handling PHI?
Careful, accurate, and compliant
What is the main purpose of HIPAA?
To protect patient privacy and secure health information
What is the best practice before submitting any patient information?
Double-check all identifiers and account details
You suspect a HIPAA violation occurred—what should you do?
Report it according to policy immediately
What key behavior can help prevent HIPAA violations across the team?
Slowing down and verifying all patient information before taking action
What is the most important habit for preventing HIPAA violations?
Pause, verify, and confirm before acting