Claim Document Sharing and Privacy Workbook

What is inside

Verify the requester, understand the request, organize authorized disclosure and retain a clear record of what was shared.

• Start with a clear working file
• Capture the request before responding
• Understand scope and authority
• Choose the verified delivery method
• Respond to a suspected mistake or scam
• Work through the examples
• Request and identity verification
• Authorization scope review
• Disclosure set and delivery ledger
• Access and incident review
• Check the file before using it
• Write down the next step
• Sources and scope
• More source notes

How to use the guide

1. Save a copy and read its instructions before filling in fields.
2. Use your records to enter facts and dates. Label anything that still needs confirmation.
3. Keep your completed copy private. Check the recipient and the included information before sharing.
4. Verify the applicable state rules. The guide does not decide coverage, legal deadlines, or claim value.

Who this is for

• People who need to organize the records and questions addressed in this workbook.
• Readers preparing a factual summary for a qualified adviser or the relevant organization.

Related tools and reading

• Insurance claim tracker
• Expense and damages tracker

Sources

• FTC: Recognize and avoid phishing

  Official reference supplied with this workbook. Check the current rule and its application to your situation.

• HHS: Consent versus authorization

  Official reference supplied with this workbook. Check the current rule and its application to your situation.

• HHS: Revoking authorization

  Official reference supplied with this workbook. Check the current rule and its application to your situation.

• FTC: Identity theft resources

  Official reference supplied with this workbook. Check the current rule and its application to your situation.