Notice of Privacy Practices

THIS NOTICE DESCRIBES HOW YOUR WELLNESS INFORMATION MAY BE USED AND DISCLOSED AND HOW YOU CAN GET ACCESS TO THIS INFORMATION. PLEASE REVIEW IT CAREFULLY.
We at Kate Naumes, ND || Holistic Wellness understand that your wellness information is personal and private. In order to provide you with quality services and to ensure compliance with certain legal requirements, we create a record of the services you receive in our office. This is called “protected health information”. Your protected health information is contained in the records maintained by our practice. It includes demographic information and information that relates to your present, past or future physical or mental health and related services.

This Notice of Privacy Practices (“Notice”) describes the ways in which we may use and disclose your protected health information. It also describes your rights and our legal obligations with respect to your protected health information. This Notice applies to uses and disclosures we may make of all your protected health information, whether created by us in our practice or received by us from another provider.

A. OUR LEGAL DUTY TO PROTECT YOUR HEALTH INFORMATION.
Federal and State Laws require us to:

  • Ensure the privacy of your protected health information, which we have either created in our practice or received from another provider, whether it is about your past, present, or future wellness concerns;
  • Maintain the privacy of your protected health information regarding payment for your services;
  • Explain the manner in which we may use and disclose your protected health information;
  • Abide by the terms of this Notice, as currently in effect; and
  • Obtain your written authorization to use or disclose your protected health information for reasons other than those listed below and permitted by law.

CHANGES TO THE NOTICE
We reserve the right to amend this Notice at any time in the future, and make the new provisions effective for all protected health information we maintain, regardless of when it was created or received. If the Notice is amended, we will make copies of the revised Notice available to you.

INCIDENTAL DISCLOSURES
In the process of using or disclosing your protected health information for an authorized use, we may make incidental disclosures. We will take reasonable steps to limit incidental disclosures.

B. WE MAY USE AND DISCLOSE YOUR PROTECTED HEALTH INFORMATION TO PROVIDE YOU WITH SERVICES, TO OBTAIN PAYMENT FOR SERVICES RENDERED TO YOU, AND FOR PRACTICE OPERATIONS.

1. For Services:
We may use and disclose your protected health information to provide you with services, and to coordinate or manage your wellness plan and related services. We may disclose your protected health information to our staff, as well as to any other party involved in your care, either within our practice or an outside provider. We may also disclose your protected health information to providers or facilities who may be involved in your care after you leave our facility.
EXAMPLE: We may disclose information about your health condition to your referring physician.

2. For Payment:
We may use and disclose your protected health information as necessary to bill and receive payment for the services we provide. As we are a fee-for-service practice, a disclosure of this kind is exceedingly rare.

3. For Practice Operations: We may use and disclose your protected health information as necessary for us to operate our practice. We may use and disclose your protected health information for internal operations, such as general administrative activities.

We may use and disclose your protected health information:
To review and improve the quality of services you receive;
• To train and educate staff;
• To plan for services, such as when we assess certain services that we may want to offer in the future;
• To evaluate the performance of our employees;
• To our lawyers, consultants, accountants, and other business associates;
• In order to compare your information with that of several other clients to determine if we should offer new services or effectiveness of offered services;
• To identify groups of clients who have similar wellness concerns to give them information about alternatives, programs, etc;
• To assist others who may be reviewing our activities such as accountants, lawyers, consultants, risk managers, and other who assist us in complying with state and federal laws;
• If we are in the process of selling our business or merging with other entities, or giving control to someone else;
• For procedures involving fraud and abuse detection and compliance; and
• To develop internal protocols.
EXAMPLE: We may disclose information as it relates to operations to accountants who are auditing our billing records.

C. WE MAY USE AND DISCLOSE YOUR PROTECTED HEALTH INFORMATION WITHOUT YOUR AUTHORIZATION IN LIMITED SITUATIONS.

The following are situations in which we may use or disclose your protected health information without your written authorization or an opportunity for you to agree or object.

1. As Required by Law:
We may disclose your protected health information when required to do so by federal, state or local law or other judicial or administrative proceedings.
2. Public Health Risk:
We may disclose your protected health information for public health activities. For example, we may disclose protected health information about you if you have been exposed to a communicable disease or may otherwise
be at risk of spreading a disease. Other examples may include reports about injuries or disability, reports of births and deaths, reports of child abuse and/or neglect and reports regarding the recall of products.
3. At Our Office:
We will call your name to notify you that the Dr. Naumes is ready to see you or that we need to discuss something with you.
4. Individuals Involved in Your Care or Payment for Your Care:
Unless you object, we may disclose protected health information about you to a family member, relative, close personal friend or any other person you specify, who is involved in your care. These disclosures are limited to information relevant to the person’s involvement in your care or in payment for your care.
5. Disaster Relief:
Unless you object, we may disclose protected health information about you to an organization assisting in disaster relief efforts. Even if you object, we may still share information about you if necessary to respond to emergency circumstances.
6. Reporting Victims of Abuse or Neglect:
When authorized by law, or if you agree to the report, and if we believe that you have been a victim of abuse or neglect, we may use and disclose your protected health information to notify a government authority.
7. Health Oversight Activities:
When authorized by law, we may disclose your protected health information to a health oversight agency for activities, such as audits, investigations, inspections, licensure actions or other legal proceedings. A health oversight agency is a state or federal agency that oversees the health care system.
8. Judicial and Administrative Proceedings:
We may disclose your protected health information in response to a court or an administrative order. In certain circumstances, we also may disclose protected health information in response to a subpoena, a discovery request, or any other lawful process by another party involved in the action. We will make a reasonable effort to inform you about the request.
9. Law Enforcement:
We may disclose your protected health information for certain law enforcement purposes, including, but not limited to:
• Reports required by law;
• Complying with a court order, warrant, subpoena (in certain circumstances), or other legal process;
• Identifying or locating a suspect or missing person, material witness or fugitive;
• Answering certain requests for information concerning crimes, about the victim of crimes;
• Reporting criminal conduct that took place on our premises; and
• In emergency situations to report a crime, the location of the crime or victim or the identity, description and/or location of a person involved in the crime.
10. To Avert a Serious Threat to Health or Safety:
We may use or disclose your protected health information if we believe it is necessary to prevent a serious threat to your health or safety or the health or safety of the public or another person. We may only make the disclosure to a person or entity that would be able to help lessen or prevent the threatened harm.
11. Military and Veterans:
If you are a member of the armed forces, we may use and disclose your protected health information as required by military command authorities. We may also disclose your protected health information to the appropriate foreign military authority if you are a member of a foreign military.
12. National Security and Intelligence Activities:
We may disclose protected health information to authorized federal officials conducting national security, counterintelligence, and intelligence activities authorized by law.
13. Protective Services for the President and Others:
We may disclose your protected health information to authorized federal officials, as needed, to provide protection to the President of the United States, other authorized persons, foreign heads of states or to conduct certain special investigations.
14. Workers’ Compensation:
We may use or disclose your protected health information to comply with laws and regulations relating to workers’ compensation or similar programs established by law that provide benefits for work-related injuries and/or illnesses.
15. Appointment Reminders:
We may use or disclose protected health information to remind you about appointments at our office or at your home. Please note that we will use the contact information that you have provided to us to e-mail or call with appointment reminders.
16. Alternatives and Health-Related Benefits and Services:
We may use or disclose your protected health information to inform you about alternatives and health-related benefits and services that may be of interest to you. This may include telling you about:
• events;
• services;
• products;
• other providers;
• special programs;
17. Business Associates:
We may disclose your protected health information to our business associates under Business Associate Agreements. Business associates may include:
• Scheduling Services;
• Accounting Services;
• ‘Cloud’ Storage Providers;
• Attorney/Legal Services.
• events;
• services;
• products;
• other providers;
• special programs;

D. YOUR AUTHORIZATION IS REQUIRED FOR ALL OTHER USES AND DISCLOSURES OF YOUR PROTECTED HEALTH INFORMATION.
Except for those circumstances listed above, we will use and disclose your protected health information only with your written authorization. You may revoke your authorization, in writing, at any time. If you revoke an authorization, we will no longer use or disclose your protected health information for the purposes covered by that authorization, except where we have already relied on the authorization.

E. YOUR RIGHTS REGARDING YOUR PROTECTED HEALTH INFORMATION.
You have the following rights regarding your protected health information that we maintain:

1. The Right to Access Your Protected Health Information:
Except under limited circumstances, and upon written request, you have the right to inspect and obtain a copy of your protected health information. Your protected health information is contained in our records used by us to help you meet your wellness goals. To inspect and request a copy of your protected health information, you should submit your written request to us. We must respond to your request within 15 days, by either supplying the records or sending a written notification of denial. We may deny your request to inspect or receive copies of your PHI in the following limited circumstances:

• The information was compiled exclusively in connection with a criminal, civil or administrative proceeding;
• The disclosure to the client is prohibited by the Clinical Laboratory Improvement Act (42 U.S.C. §263a);
• You are a correctional institution inmate and the correctional administrators have provided reasons for denying access;
• The information is for a research study not yet complete;
• The Privacy Act (5 U.S.C. §552a) prohibits access;
• The information was obtained by a person other than a health care provider upon our promise to keep the information confidential, and access would reveal the informant’s identity:
• We determine access is likely to endanger the life or safety of the client or others;
• The information contains information about another person and we
determine that access is likely to cause substantial harm to that person;
• The request for access is made by the client’s personal representative and we believe access is likely to cause substantial harm to the client or others.

If you are denied access to your protected health information, in some cases you will have the right to request a review of this denial. The review will be performed by a licensed professional designated by us, who did not participate in the original decision to deny access.

2. The Right to Request Restrictions:
You have the right to request a restriction on the way we use or disclose your protected health information, payment or operations. You also have the right to request restrictions on the protected health information that we disclose about you to a family member, friend or other person involved in your care or the payment of your care. If you wish to request such a restriction, you should submit your written request to us. You must tell us what information you want restricted, to whom you want the information restricted, and whether you want to limit our use, disclosure or both. We are not required to agree to such a restriction. If we do agree to the restriction, we will honor that restriction.

3. The Right to Request Confidential Communications:
You have the right to request that we communicate with you concerning your health matters in a certain manner or at a certain location. For example, you can request that we contact you only at a certain phone number or a specific address. You should submit your written request for confidential communications to us. You must tell us how and where you want to be contacted. Please see our communication policies as stated in your signed Welcome Form regarding the appropriate use of telephone and email communications. We will accommodate your reasonable requests, but may deny the request if you are unable to provide us with appropriate methods of contacting you.

4. The Right to Request an Amendment: You have the right to request that we amend records, or other protected health information maintained by us, for as long as the information is kept by us. Your request must be made in writing and must explain the reasons for the requested amendment.
We may deny your request for amendment if the information:
• was not created by us (unless you prove the creator of the information is no longer available to amend the record);
• is not part of the records maintained by us;
• in our opinion, is accurate and complete;
• is information to which you do not have a right of access.

We must respond to your request within 60 days of receiving the request. If we agree to the amendment, we will notify you and amend the relevant portions of your records. We will also make a reasonable effort to inform business associates and other individuals known to us, or identified by you, as having the protected health information being amended. If we deny your request for amendment, we will give you a written denial notice, including the reasons for the denial and explain to you that you have the right to submit a written statement disagreeing with the denial. Your statement of disagreement will be attached to your records. If you should submit a statement of disagreement, we have the right to insert a rebuttal statement into the record. We will provide you with a copy of the rebuttal statement. If you do not wish to submit a statement of disagreement, you may request that a copy of the amendment request and a copy of our denial be included with all future disclosures. Should we deny your request for an amendment, you have the right to pursue a complaint process by contacting our Privacy Contact Office, or you may contact the Secretary of Health and Human Services to lodge your complaint. If you wish to request an amendment, you should submit the request to us in writing.

5. The Right to An Accounting of Disclosures: You have the right to request an accounting of certain disclosures of your protected health information made after April 14, 2003. You may request an accounting of disclosures made up to six (6) years before the date of your request, beginning with records created on or after April 14, 2003. An accounting is a listing of disclosures made by us or by others on our behalf, but does not include:
• disclosures made for services, payment and our operations;
• disclosures made directly to you, that you authorized, or those which are made to individuals involved in your care;
• disclosure made for national security or intelligence purposes;
• disclosure of a limited data set; or
• an incidental disclosure.

You must submit your request for an accounting of disclosures to us in writing. You must state the time period for which you would like the accounting. We must respond to you 60 days after receipt of your request. The accounting will include the disclosure date, the name, address (if known) of the person or entity that received the information, a brief description of the information disclosed, and a brief statement of the purpose of the disclosure. If you request a listing of disclosures more than once within a 12-month period, we will charge you a reasonable fee for the accounting. The first accounting, within a 12-month period, is provided to you at no charge.

6. The Right to a Paper Copy of This Notice:
You have the right to obtain a paper copy of this Notice, even if you have agreed to receive this Notice electronically. You may request a copy of this Notice at any time by contacting our office in writing or by phone. In addition, you may obtain a copy of this Notice on our website, www.naumesnd.com.

F. SPECIAL RULES REGARDING THE DISCLOSURE OF MENTAL HEALTH CONDITIONS, SUBSTANCE ABUSE, AND HIV-RELATED INFORMATION.
For uses and disclosures of your protected health information related to care for mental health conditions, substance abuse, or HIV-related information, special restrictions may apply. For example, we generally may not disclose this specially protected information in response to a subpoena, warrant or other legal process unless you sign a special authorization or if a court orders the disclosure.
1. Mental Health Information: Mental health information may not be disclosed without your authorization, except as specifically permitted by state or federal law.
2. HIV-related Information: HIV-related information will not be disclosed, except under limited circumstances set forth under state or federal law, without your specific written authorization.
3. Substance Abuse: If you are in a substance abuse program, information which could identify you as alcohol or drug-dependant will not be disclosed without your specific authorization except for purposes of services or payment or when specifically required or allowed under state or federal law.
4. Psychotherapy Notes:
A special authorization is required for the disclosure of psychotherapy notes, and special rules may apply which limit the information which is disclosed.

G. COMPLAINTS.
If you believe that your privacy rights have been violated, you may file a complaint in writing with us or with the federal government.

1. To file a complaint with the federal government, you may contact:

Office of Civil Rights
U.S. Department of Health and Human Services
200 Independence Avenue, S.W., Room 509F
HHH Building
Washington, D.C. 20201

2. To request additional information, to request that we respond to questions, or to file a complaint, you should contact the Privacy Contact Office:

attn: David Daniels
Privacy Office
Holistic Wellness, LLC
5706 E. Mockingbird Lane Suite 115-501
Dallas, TX 75206
[email protected]

3. You will not be retaliated against for filing a complaint.