A billing clerk needs a patient's insurance ID. How much of the patient's chart should the clerk look at?

Only what the task needs: the minimum necessary.

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  1. The whole chart, to be thorough
  2. Anything, since the clerk is staff
  3. Only what's needed for the billing task ✔

Why: The minimum necessary standard means reasonable efforts to limit PHI to what's needed for the purpose. Staff should see only what their job requires.

Huh, didn't know that: Covered entities must identify which staff need which kinds of PHI and limit their access to match.

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Why did the clock get sent to the principal's office? For tocking too much.
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References

Answer: Only what's needed for the billing task. The minimum necessary standard means reasonable efforts to limit PHI to what's needed for the purpose. Staff should see only what their job requires.

  1. 45 CFR 164.502 (eCFR) www.ecfr.gov/current/title-45/subtitle-A/subchapter-C/part-164/subpart-E/section-164.502
    must make reasonable efforts to limit protected health information to the minimum necessary to accomplish the intended purpose
    Checked 2026-10-10.
  2. 45 CFR 164.514 (eCFR) www.ecfr.gov/current/title-45/subtitle-A/subchapter-C/part-164/subpart-E/section-164.514
    Those persons or classes of persons, as appropriate, in its workforce who need access to protected health information to carry out their duties
    Checked 2026-10-10.

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