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Revision 26-3; Effective July 1, 2026
All Programs
The advisor must document how they verified the person’s identity. This requirement applies when disclosing individually identifiable health information and when contact occurs outside the interview.
Advisors must document:
- The name of the personal representative (PR). Refer to B-1212, Personal Representatives.
- The reason a parent is not considered a PR for an unemancipated minor. Refer to B-1212.2, Unemancipated Minors.
- That the inquiring agency agrees to keep information confidential.
- That the information is limited to the purpose of the disclosure.