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

Access the on-demand webinar series here.

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.

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

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 series, 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
Course opens: 
Course expires: 
TitleDate & TimeDuration
Part I – Application in the Health Center SettingAvailable on-demand60 min
Part II – Patient Consent RequirementsAvailable on-demand60 min
Part III – Disclosures without Patient ConsentAvailable on-demand60 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]

Participants can earn up to 1.2 CPE credits in Specialized Knowledge and Applications per webinar 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 each 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 seven (7) business days.


  • 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 3 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 www.nasbaregistry.org (formerly www.learningmarket.org).

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Access to the recorded version of this webinar series is included in your purchase.

Webinar Access

The webinars in this course are only available for purchase as an entire webinar series. The recorded version of each webinar will be available in your account within seven (7) business days of each session and you will have access to the recordings for 90 days after the conclusion of the series. 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.

Group Discounts

Bring your team! Discounts are available for groups of three (3) or more individuals from the same organization. Please contact us to process your registration.

Groups of 3 - 6
Groups of 7 - 10
Groups of 11 - 15
Over 15 attendees
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Required Hardware/Software

Google Chrome and Mozilla Firefox are the preferred browsers.