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Printable PDF Download: HIPAA Training Flowchart | A Guide to Calling a Client

Printable PDF Download: HIPAA Training Flowchart | A Guide to Calling a Client

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You'll receive this digital product instantly after purchase. See licensing terms for allowed uses. 

This resource includes a PDF file with 2 nearly identical flow charts illustrating the correct way to contact a client or patient while following HIPAA guidelines and protecting patient privacy. One image uses medical terminology 'patient', while the other uses the mental health industry's preferred language of 'client'. Also included is a full-color version using the 'client' identifier. 

Suggested Uses: Professionals who work in settings where HIPAA is relevant may find this flowchart useful as a handout or posted notice to review and visually remember HIPAA policies.

Learn More: For more information on this topic, read the article: Professional Resource: HIPAA "Calling A Client Flowchart" Reference Poster. This product is available as a free pdf for Lindsay’s Patreon members.

License Types: 

  • personal use license allows use by a single individual for personal use. This license excludes any form of professional work including coaching, counseling, or education.
  • A single professional license is for one practitioner to use with their direct clients.
  • A shared professional use license covers use by up to six practitioners within the same organization to use with their direct clients. Read a full explanation of licensing options here.
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