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Responding to Insurer Requests for Clinical Records- FAQ & Template Letter

Service Providers may be asked by insurance companiesto provide “all clinical notes and records” in support of invoices. These requests raise concerns and questions about appropriate handling of personal health information, contrary to requirements under provincial legislation.

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ORA Membership levels are based on the number of full-time equivalent staff in your company. This is the total number of full-time equivalent CLINICIANS doing work for your organization (don’t count admin staff). 1.0 FTE is a clinician who works 5 days per week (or bills 25-35 hours per week) for your organization, regardless of whether they are an employee or independent contractor. So someone who works 1 day per week (or bills 5-7 hours per week) would be 0.2 FTE, someone who works 3 days per week (or bills 15-21 hours per week) would be 0.6 FTE, etc. For example, if you have one full-time clinician and two half-time clinicians, your total FTE equals 2.0.