TITLE 25.HEALTH SERVICES

Part 2. TEXAS DEPARTMENT OF MENTAL HEALTH AND MENTAL RETARDATION

Chapter 414. PROTECTION OF CONSUMERS AND CONSUMER RIGHTS

Subchapter A. CLIENT-IDENTIFYING INFORMATION

25 TAC §§414.1 - 414.17

(Editor's note: The text of the following sections proposed for repeal will not be published. The sections may be examined in the offices of the Texas Department of Mental Health and Mental Retardation or in the Texas Register office, Room 245, James Earl Rudder Building, 1019 Brazos Street, Austin.)

The Texas Department of Mental Health and Mental Retardation (TDMHMR) proposes the repeals of §§414.1 - 414.17 of Chapter 414, Subchapter A, concerning client-identifying information. New §§414.1 - 414.8 of Chapter 414, Subchapter A, concerning protected health information, which would replace the repealed sections, are contemporaneously proposed in this issue of the Texas Register .

The repeals would allow for the adoption of new sections governing the same matters.

Cindy Brown, chief financial officer, has determined that for each year of the first five years the proposed repeals are in effect, the proposed repeals do not have foreseeable implications relating to cost or revenue of the state or local governments.

Cathy Campbell, director, Legal Services, has determined that, for each year of the first five years the proposed repeals are in effect, the public benefit expected as a result of the adoption of the new rules is the protection of rights of individuals receiving mental health, mental retardation, and chemical dependency services from a facility, local authority, community center, or its respective contract provider with regard to use and disclosure of their protected health information (PHI) in compliance with federal and state privacy laws. It is anticipated that there would be no economic cost to persons required to comply with the rules as proposed for repeal.

It is anticipated that the proposed repeals will not affect a local economy.

It is anticipated that the proposed repeals will not have an adverse economic effect on small businesses or microbusinesses.

Written comments on the proposed repeals may be sent to Linda Logan, director, Policy Development, Texas Department of Mental Health and Mental Retardation, P.O. Box 12668, Austin, Texas 78711-2668, within 30 days of publication.

These rules are proposed for repeal under the Texas Health and Safety Code, §532.015, which provides the Texas Mental Health and Mental Retardation Board (board) with broad rulemaking authority, and §533.009, which requires the board to adopt rules governing the exchange of patient and client records without the patient's or client's consent among department facilities, local mental health or mental retardation authorities, community centers, other designated providers, and subcontractees of mental health and mental retardation services.

These proposed rules would affect the Texas Health and Safety Code, §532.015 and §533.009.

§414.1.Purpose.

§414.2.Application.

§414.3.Definitions.

§414.4.Statutes and Federal Regulations Governing Disclosure.

§414.5.General Provisions for Release of Client-Identifying Information.

§414.6.Notice of Federal Confidentiality Requirements for Clients Receiving Chemical Dependency Services.

§414.7.When Consent for Disclosure Is Not Required: Clients Receiving MHMR Services.

§414.8.When Consent for Disclosure Is Not Required: Clients Receiving Chemical Dependency Services.

§414.9.Form of Consent: Clients Receiving MHMR and Chemical Dependency Services.

§414.10.Who Can Give Consent for Disclosure: Clients Receiving MHMR Services.

§414.11.Who Can Give Consent for Disclosure: Clients Receiving Chemical Dependency Services.

§414.12.Disclosure to a Client of Information Contained in His or Her Records.

§414.13.Notice Upon Disclosure of Information Concerning Clients Receiving Chemical Dependency Services.

§414.14.Depositions, Subpoenas, and Subpoenas Duces Tecum - Facility and SOCS Staff Compliance.

§414.15.Exhibits.

§414.16.References.

§414.17.Distribution.

This agency hereby certifies that the proposal has been reviewed by legal counsel and found to be within the agency's legal authority to adopt.

Filed with the Office of the Secretary of State on January 24, 2003.

TRD-200300491

Andrew Hardin

Chairman, Texas MHMR Board

Texas Department of Mental Health and Mental Retardation

Earliest possible date of adoption: March 9, 2003

For further information, please call: (512) 206-5216


25 TAC §§414.1 - 414.8

The Texas Department of Mental Health and Mental Retardation (TDMHMR) proposes new §§414.1 - 414.8 of Chapter 414, Subchapter A, concerning protected health information. The repeals of existing §§414.1 - 414.17 of Chapter 414, Subchapter A, concerning client-identifying information, which the new sections would replace, are contemporaneously proposed in this issue of the Texas Register .

The proposed new rules would require facilities, local authorities, community centers, and their respective contract providers to comply with all applicable federal and state statutes, rules and regulations governing privacy of protected health information and lists 19 applicable federal and state statutes, rules and regulations. The proposed new rules would also require the Notice of Privacy Practice of each facility, local authority, and community center to include information regarding permitted disclosures under Texas Health and Safety Code, §533.009. Additionally, the new rules would require each facility, local authority, and community center to include in its Notice of Privacy Practice a statement that identifies it as a part of the TDMHMR service delivery system and a statement that individuals may file a complaint with TDMHMR Consumer Services and Rights Protection/Ombudsman Office by calling 1-800-252-8154 or writing to P.O. Box 12668, Austin, TX 78711.

The proposed new rules also reference TDMHMR's "Interpretative Guidance on Laws Pertaining to Privacy of Mental Health and Mental Retardation Records for TDMHMR, its Contractors, and Consumers," which is an interpretation of the applicable federal and state statutes, rules and regulations listed in these rules. The new rules require TDMHMR Central Office and all facilities to comply with the interpretative guidance. Although the new rules do not require local authorities and community centers to comply with the interpretative guidance, TDMHMR notes that it will use this guidance in determining whether TDMHMR contractors (e.g., local authorities) and community centers are in compliance with applicable federal and state statutes, rules and regulations governing privacy of protected health information.

Cindy Brown, chief financial officer, has determined that for each year of the first five years the rules are in effect, enforcing or administering the rules does not have foreseeable implications relating to cost or revenue of the state or local governments because the new rules merely require compliance with existing state and federal statutes as well as recently adopted federal regulations (i.e., 45 CFR Parts 160 and 164).

Cathy Campbell, director, Legal Services, has determined that, for each year of the first five years the proposed new rules are in effect, the public benefit expected is the protection of rights of individuals receiving mental health, mental retardation, and chemical dependency services from a facility, local authority, community center, or its respective contract provider with regard to use and disclosure of their protected health information (PHI) in compliance with federal and state privacy laws. It is not anticipated that there will be any additional economic cost to persons required to comply with the proposed rules because they do not impose additional requirements on such persons.

It is not anticipated that the proposed new rules will affect a local economy because the rules do not contain requirements related to employment or a local economy.

It is anticipated that the proposed new rules will not have an adverse economic effect on small businesses or microbusinesses because the rules do not impose requirements on small businesses or microbusinesses that are additional to those contained in existing state and federal statutes or recently adopted federal regulations.

A hearing to accept oral and written testimony from members of the public concerning the proposal has been scheduled for 9:00 a.m., on Friday, February 21, 2003, in TDMHMR Central Office Auditorium in Building 2 at 909 West 45th Street, in Austin, Texas. Persons requiring an interpreter for the deaf or hearing impaired should contact the TDMHMR Central Office operator at least 72 hours prior to the hearing at TDD (512) 206-5330. Persons requiring other accommodations for a disability should notify Sharayla Jones, at least 72 hours prior to the hearing at (512) 206-5283 or at the TDY phone number of Texas Relay, 1-800-735-2988.

Written comments on the proposal may be sent to Linda Logan, director, Policy Development, Texas Department of Mental Health and Mental Retardation, P.O. Box 12668, Austin, Texas 78711-2668, within 30 days of publication.

These rules are proposed under the Texas Health and Safety Code, §532.015, which provides the Texas Mental Health and Mental Retardation Board (board) with broad rulemaking authority, and §533.009, which requires the board to adopt rules governing the exchange of patient and client records without the patient's or client's consent among department facilities, local mental health or mental retardation authorities, community centers, other designated providers, and subcontractees of mental health and mental retardation services.

These proposed rules would affect the Texas Health and Safety Code, §532.015 and §533.009.

§414.1.Purpose.

The purpose of this subchapter is to require facilities, local authorities, community centers, their respective contract providers, and TDMHMR Central Office to comply with all applicable privacy laws, rules, and regulations.

§414.2.Application.

This subchapter applies to:

(1) all facilities of the Texas Department of Mental Health and Mental Retardation (TDMHMR);

(2) TDMHMR Central Office;

(3) all local authorities; and

(4) all community centers.

§414.3.Definitions.

The following words and terms, when used in this subchapter, have the following meanings, unless the context clearly indicates otherwise:

(1) Community center--A center established under the Texas Health and Safety Code, Title 7, Chapter 534, Subchapter A.

(2) Contract provider--A person, entity, or organization that contracts with a facility, local authority, or community center to provide mental health or mental retardation services, or alcohol or drug abuse treatment.

(3) Facility--A state mental health facility or a state mental retardation facility.

(4) Individual--A person who, voluntarily or involuntarily, is seeking or receiving, or has sought or received mental health or mental retardation services, or alcohol or drug abuse treatment from or through a facility, a local authority, a community center, or its respective contract providers, or TDMHMR Central Office.

(5) Local authority--An entity designated by the TDMHMR commissioner in accordance with the Texas Health and Safety Code, §533.035(a).

(6) More stringent--In accordance with 45 CFR 160.202, a state law that meets one or more of the following criteria:

(A) with respect to a use or disclosure, the law prohibits or restricts a use or disclosure where the use or disclosure would be permitted under the federal regulation, except if the disclosure is to the U.S. Department of Health and Human Services or to the individual;

(B) with respect to the rights of an individual regarding access to or amendment of protected health information, the law permits greater rights of access or amendment;

(C) with respect to information to be provided to an individual about a use, a disclosure, rights, and remedies, the law provides a greater amount of information;

(D) with respect to consent or authorization for use or disclosure of protected health information, the law narrows the scope or duration of the consent or authorization, increases privacy protections, or reduces the coercive effect of obtaining the consent or authorization; or

(E) with respect to recordkeeping or accounting of disclosures, the law provides for the retention or reporting of more detailed information or for a longer duration.

(7) Notice of Privacy Practices--Pursuant to 45 CFR §164.501, a written notice developed and distributed by a covered entity, as defined in 45 CFR §160.103, that describes:

(A) the uses and disclosures of protected health information that may be made by the entity; and

(B) individuals' rights and the entity's legal duties with respect to protected health information.

(8) Protected health information or PHI--

(A) Any information that identifies or could be used to identify an individual, whether oral or recorded in any form, that relates to:

(i) the past, present, or future physical or mental health or condition of the individual;

(ii) the provision of health care to the individual; or

(iii) the payment for the provision of health care to the individual.

(B) The term includes, but is not limited to:

(i) an individual's name, address, date of birth, or Social Security number;

(ii) an individual's medical record or case number

(iii) a photograph or recording of an individual;

(iv) statements made by an individual, either orally or in writing, while seeking or receiving services from or through a facility, a local authority, a community center, or its respective contract providers, or TDMHMR Central Office;

(v) any acknowledgment that an individual is seeking or receiving or has sought or received services from or through a facility, a local authority, a community center, or its respective contract providers, or TDMHMR Central Office;

(vi) direct identifiers of relatives, employers, or household members of an individual; and

(vii) any information by which the identity of an individual can be determined either directly or by reference to other publicly available information.

(C) The term does not include:

(i) health information that has been de-identified in accordance with 45 CFR §164.514(b); and

(ii) employment records held by an entity as an employer.

(9) State mental health facility--A state hospital or a state center with an inpatient component that is operated by TDMHMR.

(10) State mental retardation facility--A state school or a state center with a mental retardation residential component that is operated by TDMHMR.

§414.4.Requirements.

(a) TDMHMR Central Office and each facility, local authority, and community center shall comply with all applicable federal and state statutes, rules and regulations pertaining to privacy of protected health information (PHI) including, but not limited to, the federal and state statutes, rules and regulations described in §414.5 of this title (relating to Regulations and Statutes Governing Confidentiality of Protected Health Information).

(1) As set forth in 45 CFR Part 160 Subpart B, where a provision of 45 CFR Part 160 or 164 is contrary to a provision of state law, the federal regulation preempts the state law unless the provision of state law:

(A) is more stringent (as defined) than the provision of the federal regulation;

(B) provides for the reporting of disease or injury, child abuse, birth, or death, or for the conduct of public health surveillance, investigation, or intervention; or

(C) requires a health plan to report, or to provide access to, information for the purpose of management audits, financial audits, program monitoring and evaluation, or the licensure or certification of providers or persons.

(2) TDMHMR's "Interpretative Guidance on Laws Pertaining to Privacy of Mental Health and Mental Retardation Records for TDMHMR, its Contractors, and Consumers," referenced as Exhibit A in §414.6 of this title (relating to Exhibits), provides an interpretation of the applicable federal and state statutes, rules and regulations described in §414.5 of this title (relating to Regulations and Statutes Governing Confidentiality of Protected Health Information), applying the preemption provisions described in paragraph (1) of this subsection. TDMHMR Central Office and all facilities must comply with the "Interpretative Guidance on Laws Pertaining to Privacy of Mental Health and Mental Retardation Records for TDMHMR, its Contractors, and Consumers."

(b) Information to be included in Notice of Privacy Practice.

(1) Each facility, local authority, and community center shall include in its Notice of Privacy Practice a statement that disclosures may be made between facilities, local authorities, community centers, their respective contract providers, and TDMHMR Central Office for the purpose of treatment, payment, or health care operations without the individual's consent as permitted by Texas Health and Safety Code, §533.009.

(2) TDMHMR Central Office and each facility, local authority, and community center shall include in its Notice of Privacy Practice a statement:

(A) that identifies it as a part of the TDMHMR service delivery system; and

(B) that individuals may file a complaint with TDMHMR Consumer Services and Rights Protection/Ombudsman Office by calling 1-800-252-8154 or writing to P.O. Box 12668, Austin, TX 78711.

(c) Each facility, local authority, and community center is responsible for ensuring that contracts with its contract providers require compliance with subsection (a) of this section.

§414.5.Regulations and Statutes Governing Confidentiality of Protected Health Information.

(a) Federal regulations. The following federal regulations pertain to privacy of protected health information (PHI):

(1) Code of Federal Regulations, Title 45, Parts 160 and 164, Federal Standards for Privacy of Individually Identifiable Health Information (i.e., Federal Privacy Rule), promulgated by the Secretary of the United States Department of Health and Human Services;

(2) Code of Federal Regulations, Title 42, Part 2, Confidentiality of Alcohol and Drug Abuse Patient Records, promulgated by the Secretary of the United States Department of Health and Human Services;

(3) Code of Federal Regulations, Title 34, Part 99, governing the disclosure of educational records of school-age children, promulgated by the Secretary of the United States Department of Education; and

(4) Code of Federal Regulations, Title 42, Part 51, Subpart D, and Code of Federal Regulations, Title 45, §1386.22, governing access to PHI by advocates for individuals with mental illness and mental retardation, promulgated by the Secretary of the United States Department of Health and Human Services.

(b) Federal statutes.

(1) The Health Insurance Portability and Accountability Act (HIPAA), 42 USC §1320d et seq. , provides the statutory authority for the United States Department of Health and Human Services to promulgate the Federal Privacy Rule.

(2) 42 USC §10805(a)(4) (Protection and Advocacy for Mentally Ill Individuals) and 42 USC §15043(a)(2)(I) (Protection and Advocacy of Individual Rights) provide the authority for access of PHI by Advocacy, Inc.

(3) 42 USC §290dd-2 provides the statutory authority to promulgate the federal regulations on confidentiality of alcohol and drug abuse patient records, referenced in subsection (a)(2) of this section.

(c) State statutes.

(1) Texas Health and Safety Code, Chapter 181, governing uses and disclosures of PHI in the State of Texas, applies portions of 45 CFR Parts 160 and 164 (Federal Privacy Rule) to most entities and persons not covered by HIPAA.

(2) Texas Open Records Act, Texas Government Code, Chapter 552, provides that all information collected, assembled, or maintained in any form by governmental bodies, and agencies operating in part or whole with state funds, in connection with the transaction of official business is public information; however, the act does set out certain exceptions. One such exception is information deemed confidential by law, such as PHI.

(3) Texas Health and Safety Code, §576.005 and Chapter 611, govern the confidentiality of PHI that relates to MHMR services.

(4) Texas Health and Safety Code, Chapter 81, Subchapter F, governs the confidentiality of information related to HIV/AIDS test results.

(5) The provisions for disclosure of PHI that relates to mental retardation services are contained in the Persons with Mental Retardation Act, Texas Health and Safety Code, Chapter 595. The provisions described in §576.005 and Chapters 595 and 611 of Texas Health and Safety Code should be interpreted together in reaching a determination regarding the use or disclosure of PHI that relates to mental retardation services.

(6) Texas Human Resources Code, Chapter 48, establishes authority for the Texas Department of Protective and Regulatory Services (TDPRS) to have access to PHI necessary to conduct investigations into allegations of abuse, neglect, and exploitation of individuals.

(7) Texas Medical Practice Act, Texas Occupations Code, Chapter 159, governs physician-patient communication.

(8) Texas Health and Safety Code, §533.009, governs the exchange of PHI between facilities, local authorities, community centers, and their respective contract providers.

(9) Texas Health and Safety Code, §595.005(c), governs the disclosure of educational records of individuals receiving mental retardation services.

(10) Texas Government Code, Chapter 559, provides that persons have a right to be informed about information that a state governmental body collects about them, and to have incorrect information that is possessed about them by a state governmental body corrected.

(11) Texas Family Code, Chapter 32, governs consent to treatment of a child by a non-parent or the child.

(12) Texas Health and Safety Code, Chapter 241, Subchapter G, governs the disclosure of PHI in hospitals licensed under the chapter.

§414.6.Exhibit.

This subchapter references Exhibit A -- "Interpretative Guidance on Laws Pertaining to Privacy of Mental Health and Mental Retardation Records for TDMHMR, its Contractors, and Consumers," copies of which are available by contacting TDMHMR, Policy Development, P.O. Box 12668, Austin, TX 78711-2668.

§414.7.References.

Reference is made to the following state and federal statutes, rules, and regulations:

(1) 45 CFR Parts 160 and 164, and §1386.22;

(2) 42 CFR Part 2 and Part 51, Subpart D;

(3) 34 CFR Part 99;

(4) 42 USC §290dd-2, §1320d et seq. , §10805(a)(4), and §15043(a)(2)(I);

(5) Texas Health and Safety Code:

(A) Chapter 81, Subchapter F;

(B) Chapter 241, Subchapter G;

(C) Chapter 534, Subchapter A;

(D) Chapters 181; 595; and 611; and

(E) §533.009, §533.035(a), §576.005, and §595.005(c);

(6) Texas Government Code, Chapters 552 and 559;

(7) Texas Human Resources Code, Chapter 48;

(8) Texas Occupations Code, Chapter 159; and

(9) Texas Family Code, Chapter 32.

§414.8.Distribution.

(a) This subchapter shall be distributed to:

(1) members of the Texas Mental Health and Mental Retardation Board;

(2) executive, management, and program staff of TDMHMR Central Office;

(3) CEOs of all facilities, local authorities, and community centers; and

(4) advocacy organizations.

(b) The CEO of each facility, local authority, and community center shall disseminate the information contained in this subchapter to all appropriate staff members and contract providers.

This agency hereby certifies that the proposal has been reviewed by legal counsel and found to be within the agency's legal authority to adopt.

Filed with the Office of the Secretary of State on January 24, 2003.

TRD-200300492

Andrew Hardin

Chairman, Texas MHMR Board

Texas Department of Mental Health and Mental Retardation

Earliest possible date of adoption: March 9, 2003

For further information, please call: (512) 206-5216