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Protecting Privacy While Providing Help: New Considerations for Community-Based Organizations

May 5, 2022 @ 12:00 pm 1:00 pm EDT


Community-based organizations (CBOs) routinely provide vital services and supports to improve the social determinants of health for children, youth, and adults. Key to this service delivery are the social referrals, which are often related to highly confidential matters such as substance abuse disorders or domestic violence.

Since many CBOs are non-covered entities under HIPAA, they receive referral information electronically and may also be part of a complex social care referral network. Although this referral system can benefit service users in expediting care and improve the financial prospect for CBOs, there are important factors around privacy and data exchange that must be considered before participating in such a network. Different consent models are currently being followed in the social care referral space and key person-centered privacy principles are required.

This webinar will feature a panel of experts from findhelp and The Stephen Group that will discuss the various consent models as well as larger issues related to open and closed networks. The panel will also discuss the concerns surrounding access to confidential personal referral information and current legislative efforts around the country to address privacy in social care.

The panel will also explore other privacy considerations with social care referrals made by health plans and shared with state Medicaid programs, with case examples from Massachusetts and California examined.


  • What your organization can expect if you elect to become a member of a closed-loop referral network
  • The key questions CBO leaders should ask before joining a closed-loop referral network
  • How CBOs can help protect the privacy of their program participants
  • The differences between the various consent models being used by electronic social care referral networks
  • How the movement towards value-based purchasing for social services by some state Medicaid programs raises additional privacy concerns

Who Should Participate

  • Executives
  • Performance quality improvement and quality assurance staff
  • Policy, advocacy, and government relations staff
  • IT staff
  • Business development staff


Kristi Kempe

Vice President of Partnerships

Jaffer Traish


John Stephen

Managing Partner
The Stephen Group