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Family Medicine HIPAA Kit

For primary care and family practice. Sixteen documents across three tiers: Quick-Start ($199) delivers the five universal HIPAA foundation docs. Complete Suite ($499) adds six FM-specific documents. Master Bundle ($999) adds five hands-on implementation tools.

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What's in Each Tier: Family Medicine

Sixteen artifacts across three tiers. Quick-Start ($199) delivers the five universal HIPAA foundation documents. Complete Suite ($499) adds six FM-specific documents covering CCM, telehealth, lab results, and controlled substance compliance. Master Bundle ($999) adds five implementation tools. Every artifact ships with a paired self-verification report mapping content to primary regulatory sources.

01

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Notice of Privacy Practices (NPP v2)

Universal HIPAA §164.520 NPP updated for the 2024 Reproductive Health Privacy Rule. Covers all required notice elements, patient rights block, effective-date field, and distribution acknowledgment. Suitable for all covered healthcare entities without modification.

02

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Business Associate Agreement (BAA v1)

HHS Model BAA adapted for small-practice use. Prominent attorney-signoff disclaimer. Covers all §164.504(e) required provisions: permitted uses, safeguard obligations, subcontractor flow-down, breach notification, termination, and return-or-destruction of PHI.

03

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Patient Intake Form (Intake v1)

HIPAA-compliant intake form with built-in PHQ-2/GAD-2 screening questions. Covers demographic, insurance, emergency contact, and care-coordination consent fields. Designed for primary care; includes chronic-condition medication list section and care-coordination disclosure consent.

04

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HIPAA Training Acknowledgment (Training Ack v1)

Workforce training acknowledgment satisfying §164.530(b) documentation requirement. References the sanctions policy, lists the seven training topic categories, and includes a sign-off block for training date, trainer, and employee signature for practice training records.

05

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Sanctions Policy (Sanctions v1)

§164.530(e) workforce sanctions framework. Defines violation severity tiers (inadvertent / negligent / willful), proportionate sanction responses for each tier, documentation and investigation procedures, and non-retaliation statement. Required to be in place before OCR audit.

06

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Chronic Care Management (CCM) Enrollment Consent

Per CMS Medicare Claims Processing Manual Chapter 12 §30.6.1.7, required for billing CPT 99490, 99439, 99487, 99489. All 7 CMS-required acknowledgments (informed, single-provider, cost-share, revocation right, information-sharing) plus HIPAA care-coordination consents.

07

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Primary Care Telehealth Informed Consent

Addresses the primary-care-distinct concerns: limited physical exam, vital signs and remote monitoring, when in-person care is required, Ryan Haight Act controlled-substance prescribing constraint, Interstate Medical Licensure Compact reference.

08

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Lab Results Communication & Critical Value Policy

3-tier severity matrix (Normal / Abnormal / Critical) with concrete timing standards. Critical-value 1-hour contact obligation aligned with Joint Commission NPSG 02.03.01. Failure protocol with welfare-check escalation. Voicemail content restriction per §164.502(b) minimum necessary.

09

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Controlled Substance Prescribing Policy

Schedule II-V framework with examples and constraints. State PDMP query triggers. CDC 2022 Opioid Guideline 7 core principles incorporated. Patient Agreement framework. Ryan Haight telemedicine reference. Diversion-prevention controls. Tapering protocol with CDC 2022 emphasis on avoiding abrupt discontinuation.

10

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Controlled Substance Patient Agreement

The patient-facing agreement for long-term Schedule II-IV therapy. Per 21 CFR §1306.04(a), 21 CFR Part 1306, CDC 2022 Clinical Practice Guideline. 12 patient commitments, PDMP query consent, urine drug screen consent, naloxone co-prescription offer, termination clause with taper plan, signature block for patient/prescriber/witness.

11

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Family Medicine State Reference Sheet

Three-table regulatory digest across 10 high-volume states: state PDMP query mandates, opioid MED prescribing thresholds (Ohio confirmed: 30 MED/day acute, 50 / 80 / 120 MED/day chronic-pain tiers), and telehealth controlled-substance prescribing rules (federal DEA flexibilities extended through 12/31/2026, buprenorphine OUD rule FR 2025-02793 permanent). Not legal advice; reference only.

12

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Breach Decision Tree

Landscape flowchart walking the §§164.402-164.414 assessment in plain decision-tree form. Four-factor low-probability-of-compromise framework, individual / media / HHS notification thresholds, BA notification chain, law enforcement delay (written and oral). Companion narrative reference and fillable incident-documentation worksheet.

13

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HIPAA Risk Assessment Workbook

Fillable §164.308(a)(1)(ii)(A) annual self-assessment. ePHI inventory, 10-threat identification matrix, vulnerability assessment across all five safeguard categories, 3×3 likelihood-impact risk grid, mitigation plan tracker, sign-off block. Methodology aligned with NIST SP 800-30 Rev. 1.

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Vendor BAA Tracker Instructions (PDF)

Companion usage guide for the Vendor BAA Tracker spreadsheet. Step-by-step setup instructions, column definitions for all 20 fields, guidance on the BAA-required-vs-conduit-exception determination, risk tier definitions, and a quick-start checklist for initial population of the tracker.

15

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HIPAA Workforce Training Slides (PPTX)

Editable 26-slide PowerPoint for the §164.530(b)(1) annual training requirement. PHI definitions, TPO disclosures, Minimum Necessary, breach reporting, workstation and device security, social engineering, sanctions, OCR enforcement examples, knowledge check, sign-off slide for practice training records.

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Vendor BAA Tracker (XLSX)

Four-sheet Excel template for §164.502(e) Business Associate Agreement administration. 20-column tracker with dropdown validation and five example vendor rows, BAA-required-vs-conduit-exception guidance, risk tier definitions, common vendor categories needing BAAs.

Sixteen artifacts total: 5 Quick Start (cyan) + 6 Complete Suite (green) + 5 Master Bundle (violet). See pricing tiers below.

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Pricing Tiers

Quick-Start is the HIPAA foundation for any solo family medicine practice. The Complete Suite layers on FM specialty documents and a state reference table (11 documents total). The Master Bundle adds five hands-on implementation tools for a complete 16-deliverable kit.

Quick-Start Kit
$199 one-time
HIPAA foundation for solo family medicine practices: NPP, BAA, intake, sanctions, training, audit checklist. Instant PDF download.
  • ✓ Patient Intake Form
  • ✓ Notice of Privacy Practices
  • ✓ Business Associate Agreement template
  • ✓ Sanctions Policy
  • ✓ Workforce Training Acknowledgment
  • ✓ Self-verification report per document
  • ✓ Instant download
Buy Now →
Master Bundle
$999 one-time
Everything in Complete Suite (11 docs) plus five hands-on implementation tools. 16 deliverables total.
  • ✓ Everything in Complete Suite (11 documents)
  • ✓ HIPAA Risk Assessment Workbook (fillable PDF + DOCX, §164.308 annual self-assessment)
  • ✓ Breach Decision Tree (incident response flowchart)
  • ✓ Vendor BAA Tracker Instructions (PDF guide)
  • ✓ HIPAA Workforce Training Slides (PowerPoint, 26 slides)
  • ✓ Vendor BAA Tracker (Excel template, 4 sheets)
Get this Kit →

// family_medicine.faq

Family-Medicine-Specific FAQ

We do not bill Medicare CCM. Can I skip the CCM Enrollment Consent?

Yes. The CCM Enrollment Consent is specifically required for billing CMS CPT 99490 / 99439 / 99487 / 99489. If your practice does not bill these codes, you can omit the form from your intake packet. The other eight documents fully cover a general primary care practice.

DEA telemedicine prescribing rules keep changing. Is the Controlled Substance Policy current?

As of release, the Policy reflects the DEA's 2023-2025 telemedicine prescribing extensions. The Policy includes a fill field for the current Ryan Haight interpretation; the Advanced Suite tier includes pre-filled current language and we maintain it as new DEA rules are finalized. We will notify Advanced Suite buyers of material rule changes affecting the Policy.

My state PDMP has specific query triggers that differ from the Policy's defaults. Does the Policy adapt?

The Quick-Start Policy uses fill fields for state-specific PDMP query triggers. The Advanced Suite tier includes pre-filled, state-specific PDMP language for the buyer's state (INSPECT for Indiana, KASPER for Kentucky, CURES for California, etc.) along with the current statutory query timing requirements.

The 1-hour critical-value contact obligation seems aggressive. Is that realistic for a small practice?

Joint Commission NPSG 02.03.01 is the prevailing standard expected of outpatient practices that order tests producing critical results. The 1-hour window is what most medical malpractice case law treats as the standard of care; documented escalation (welfare check, emergency contact, certified mail) is what protects the practice when contact within 1 hour is genuinely impossible. The Policy's Section 6 spells this out so your protocol matches the standard.

Questions About the Family Medicine Kit?

Real human responds within one business day. We're a templates vendor, not a billing consultancy; we will not give you CMS billing advice, but we will absolutely answer questions about what is and is not in the kit.