Part II – Patient Consent Requirements

March 12, 2024

This is part 2 of 3 in the What’s New with Part 2: SAMHSA and OCR Update Confidentiality Requirements for Substance Use Disorder Records webinar series. To register for the series. click here

Access the on-demand webinar series here.

The 42 CFR Part 2 (“Part 2”) regulations protect the confidentiality of certain substance use disorder records by restricting the circumstances under which Part 2 Programs and lawful holders of Part 2-protected records can disclose patient records.

While HIPAA permits covered entities to use and disclose patient health information for treatment, payment and health operations without the patient’s consent, Part 2 requires a patient to consent in writing to the initial disclosure of their Part 2-protected records for purposes of treatment, payment and health care operations, unless one of a limited number of exception applies.  Health centers with a Part 2 Program must ensure they have a patient’s written consent to disclose to other health center providers for treatment purposes, to the patient’s insurance company for payment purposes, to any health information exchange and to a prescription drug monitoring program (PDMP), if such reporting is required under state law.

New under the 2024 Final Rule is the requirement that patients must be permitted to request restrictions on the use or disclosure of their Part 2-protected records for treatment, payment and health care operations, even if the patient has signed a written consent for such disclosures. The 2024 Final Rule also aligns the Part 2 patient notification requirements with the Notice of Privacy Practices requirements under HIPAA.

In this second webinar, our attorneys will:

  • Provide an overview of the consent requirements under Part 2;
  • Discuss strategies for incorporating the Part 2 consent requirements into your existing HIPAA authorization process; and
  • Review the Part 2 patient notice requirements.

Please note: Health Center Compliance Premium Plan Subscribers are eligible for a 10% discount on this webinar series. For more information on our Premium Plan, click here or contact us.

The on-demand version of this webinar series will be available for purchase after the conclusion of the live webinars. 

Target Audience

  • Compliance Officers
  • Privacy and Security Officers
  • Medical Records
  • Substance Use Disorder Providers
  • MAT Program Directors and Staff
  • Operations

Learning Objectives

After this webinar, you will be able to:

  • Describe the consent requirements under Part 2
  • Identify strategies for incorporating the Part 2 consent requirements into your current forms and for implementing a consent process
  • Develop a Part 2-compliant patient notice
Course summary
Available credit: 
  • 1.00 Certificate of Attendance
Course opens: 
Course expires: 
Event starts: 
03/12/2024 - 1:00pm EDT
Event ends: 
03/12/2024 - 2:00pm EDT

Dianne Pledgie

Dianne Pledgie serves as Partner and Compliance Counsel with the firm’s health care practice group, Dianne advises health centers on implementing effective compliance programs and on addressing top compliance risk areas. Dianne counsels health centers and other organizations on developing compliance programs that include the OIG’s seven elements, respond to identified compliance risk areas, and reflect the organization’s culture. Dianne also advises health centers and other organizations on patient privacy and confidentiality, including the HIPAA Privacy Rule and 42 CFR Part 2. She has experience responding to privacy and security incidents, including determining whether there has been a breach, notifying patients and the government, and creating corrective action plans. [Full Bio]

Participants can earn up to 1.20 CPE credits in Specialized Knowledge and Applications upon completion of all course requirements.


If you purchase CPE credit for this webinar you must satisfy the following conditions in order to receive your certificate:

  1. Answer at least 3 of the polling questions during the webinar
  2. Complete the evaluation survey after the conclusion of the webinar or in the follow-up email

Upon completion of these requirements, we will email you your CPE Certificate within two (2) weeks.


  • Prerequisites: None 
  • Target Audience: compliance officers, privacy and security officers, medical records, substance use disorder providers, MAT program directors and staff and operations 
  • Advanced Preparation: None  
  • Program Level: All
  • Delivery Method: Group Internet Based
  • Attendance Requirements: In order to be awarded the full credits, you must respond to three (3) out of five (5) polling questions.

Feldesman Leifer LLP is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website (formerly

Available Credit

  • 1.00 Certificate of Attendance
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Access to the recorded version of this webinar is included in your purchase.

You will have access to the recordings for 90 days after enrollment. Once posted to your account, you can view each webinar anytime on-demand during the access period identified in your purchase confirmation. For additional information on viewing and accessing webinars, view our full terms and conditions here.

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