(Recorded Webinar Series) Webinar Series: What’s New with Part 2: SAMHSA and OCR Update Confidentiality Requirements for Substance Use Disorder Records

Duration: 60 minutes per webinar
Recorded on: 3/5/2024, 3/12/2024, and 3/19/2024.

New! This updated series includes the latest changes to 42 CFR Part 2 (“Part 2”) under the 2024 Final Rule. The 2024 Final Rule implements the modifications included in the 2020 CARES Act. The 2024 Final Rule aligns Part 2 with the HIPAA Privacy, Security and Breach Notification Rules and includes substantial modifications to Part 2’s patient consent requirements, permitted disclosures and redisclosures, breach notification requirements, patient notice requirements and penalties for noncompliance. To take advantage of the new flexibilities under the 2024 Final Rule, health centers that operate Part 2 Programs should update their policies, procedures and consent forms to ensure compliance.

Health centers are at the forefront in responding to the opioid epidemic, but many health centers may not realize that decisions about how they provide substance use disorder services and how they receive and store records from other substance use disorder providers may require the health center to comply with the federal substance use disorder confidentiality regulations at 42 CFR Part 2.

Part 2 applies to substance use disorder records which are maintained in connection with the performance of a “federally assisted Part 2 program” and to “lawful holders” of substance use disorder records from a federally assisted Part 2 program.  While the 2024 Final Rule moves toward greater alignment between Part 2 and HIPAA, Part 2 still requires a patient’s initial consent to uses and disclosures of Part 2-protected records for the purposes of treatment, payment and health care operations.

This webinar series is designed to help health centers identify if Part 2 applies to the records from their substance use disorder services or records received from other substance use disorder programs and how to comply with key components of Part 2.

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.

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:

  • Determine if Part 2 applies to all the records in your health center, certain service delivery sites, and/or specific teams or providers
  • Develop procedures and forms that permit patients to consent to the use and disclosure of their Part 2-protected records
  • Describe when and to whom your health center may disclose Part 2-protected records without patient consent
Course summary
Available credit: 
  • 3.00 Certificate of Attendance
Course opens: 
Course expires: 
Part I – Application in the Health Center Setting60 min
Part II – Patient Consent Requirements60 min
Part III – Disclosures without Patient Consent60 min


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]

Certificates of Attendance: We verify attendance upon completion of a webinar (live or recorded version) and will only issue certificates in the name of the account holder enrolled in the course. If you need to document attendance for someone other than the account holder, we provide blank Certificates of Attendance for a supervisor to sign and certify that a different individual viewed the course. 

Group Attendance: Due to the online nature of webinars, we cannot verify participation by more than one person. For groups, we provide an attendance record form and blank Certificates of Attendance to record attendance at a group viewing session and document each individual's participation. We recommend that a supervisor or colleague sign the certificate to certify attendance. 

Read more about maintaining an attendance record in our FAQs.

Available Credit

  • 3.00 Certificate of Attendance


Please login or register to take this course.


Recorded webinars are available for 90 days after the date of purchase or date of the webinar. Once posted to your account, you can view this 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.


If you pay by credit card or PayPal, you will be able to access the recorded webinar immediately (unless the live webinar has not yet occurred). If you pay by check, we will grant access to the recording when we receive your check. You will receive a confirmation email once access is granted. Feldesman Training Solutions reserves the right to suspend access to the webinar if payment is not received within 30 days. For more information on payments and registration, please visit our FAQ page.


No refunds will be provided for recorded webinars. Feldesman Training Solutions can transfer a registration to someone else within your organization or, provided you have not already viewed the webinar, transfer the registration to another on-demand program. Where the registration fee for the new webinar is higher, you must also pay the difference between the original course and the new course registration fee at the time of transfer. Administrative fees may also apply. If your organization purchased a webinar under the account of a staff member who no longer works for your organization, please contact us. View our full policy on refunds and cancellations here.

Required Hardware/Software

Google Chrome and Mozilla Firefox are the preferred browsers.