Responding to Inquiries and Investigations Regarding Resident Safety 

May 26, 2021

1:00 PM ET

Member rate: $0
Nonmember rate: $25


  • Salvatore G. Rotella, Jr., JD, Buchanan Ingersoll & Rooney PC
  • Alexis A. Langella, JD, Buchanan Ingersoll & Rooney PC

Learning Objectives:

  • Identify the types of documents, information, and access that should be provided in response to resident safety inquiries, while also identifying information that is outside the scope of such an inquiry.  Considerations for patient specific inquiry v. routine monitoring requests. 
  • Understand what constitutes proper authority for the release of medical records, including complicating factors of minor's medical records.
  • Know the basics of conducting an internal compliance investigation - when, why, and by whom it should be conducted.  Identification of the benefits of conducting internal investigations, potential pitfalls, and improvement/training opportunities.
  • Learn the potential impact of resident safety issues on a facility, including on its relationship with oversight bodies, referral sources, and 3rd party payors, as well as on public relations more generally.

    *Not eligible for CE credits.


    This session will provide a general overview of considerations and protections for behavioral health centers in responding to inquires and investigations from government agencies (such as licensing entities) and protection & advocacy groups relating to resident safety, and alleged abuse and neglect. 

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