What is Required for Non-attorney advocacy (California)

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What is Required for Non-attorney advocacy (California)

Postby jpod on Thu Mar 28, 2019 12:35 pm

I am trying to locate the requirements for what is required to allow an insurer to disclose applicant medical information to a non-attorney advocate that wants to provide for nurse case management advocacy.
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Re: What is Required for Non-attorney advocacy (California)

Postby vampireinthenight on Fri Mar 29, 2019 8:27 am

I'm kind of unclear about who you are referring to. Generally you need agency or releases.
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Re: What is Required for Non-attorney advocacy (California)

Postby jpod on Fri Mar 29, 2019 10:14 am

We got a call from a person claiming to be NCM for the applicant - was very unprofessional - screaming and yelling; when asked who she worked for we did not get a clear answer other than more ranting. The supervisor told her we would not release any info without a medical release and then asked me if more is needed such as nursing license number, letter from applicant authorizing etc.
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Re: What is Required for Non-attorney advocacy (California)

Postby vampireinthenight on Fri Mar 29, 2019 12:46 pm

So, yeah, you would want a release and a letter. Sounds kind of sketchy. On top of that, it would be voluntary on your part. I can't think of anything that would compel you to comply with her request. I would tell the nurse I can send the medicals to the IW and she can get them from the IW.
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Re: What is Required for Non-attorney advocacy (California)

Postby lacompfun on Sat Mar 30, 2019 8:30 pm

Careful on Patterson case on voluntarily allowing NCM....

NCM should be UR issue. Seems unique self procured NCM. If nurse she would have a license number.

HIPAA issues on disclosure of medicals to anyone but applicant , aa if in case or defense.
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