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Hipaa clientsinhealthcare dietrich


Cost Free   CPE Credits 1.5 hours   Subject AreaSpecialized Knowledge & Applications  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone  Who should attend? Bookkeeper
CFO / Controller
CPA - small firm
CPA - medium firm
CPA - large firm
Small Business Owner 
Course Description

The HITECH Act made dramatic changes in the manner in which the Health Insurance Portability and Accountability Act applies to advisers and consultants like CPAs with healthcare clients, such as physician practices. Effective September of 2013, the same data security requirements, confidentiality rules and civil and criminal penalties apply to CPAs as apply to physicians, dentists and other healthcare entities! This presents serious challenges to even routine bookkeeping services and especially so for firms engaged in giving advice about medical billing procedures, to say nothing of auditors, valuation consultants and litigation experts.

What you will learn:
1. The Health Insurance Portability and Accountability ACT or HIPAA – What is It?
2. Key Terms
3. Protected Health Information (PHI)
4. Elements and examples
5. Minimum Necessary
6. Data Security Requirements
7. Who are Business Associates?
8. The Business Associates Agreement: Hidden liability risks in a mandated document
9. Civil and Criminal Penalties
10. Some thoughts on how to deal with it, including HIPAA-secure web storage


"If you have any medical or dental clients, you need to take this course. It is an eye opener about HIPAA requirements."

"Outstanding presentation. A ton of info regarding a very critical part of today's business world."

"Really wonderful information, thanks for a great presentation."

"The webinar was very informative. I learned a lot that I will share with my co-workers."

"Well presented valuable information on HIPAA compliance - excellent presentation."

"Work in a medical office, and HIPAA is very important, and lots of good information in this webinar, including things I hadn't thought about! Thank you for the great webinar!"


Mark O. Dietrich is a summa cum laude, Beta Gamma Sigma graduate of Boston University where he also earned an MBA with high honors; he holds a Master in Taxation degree from Bentley College as well. A prolific writer, Mark is Editor and Contributing Author to the Business Valuation Resources/American Health Lawyers’ Association Guide to Healthcare Finance and Valuation 4th Edition (June 2016 release), Editor and Principal Author of Business Valuation Resources Guide to Physician Practice Valuation 3rd Edition; and co-editor and contributing author to the American Business Valuation Resources/Health Lawyers’ Association Guide to Healthcare Industry Compensation and Valuation 2nd Edition (Winter 2016 release) and co-author with Gregory Anderson, CPA/ABV, of The Financial Professional’s Guide to Healthcare Reform. Mark is also author of the Medical Practice Valuation Guidebook and co-author of Thomsen-PPC’s Guide to Healthcare Consulting along with more than 100 articles on valuation, taxation, managed care and the healthcare regulatory environment. Mark’s career experience includes serving as partner-in-charge of the annual audit of an 80 physician tax-exempt faculty group practice affiliated with a major teaching hospital, representation of tax exempt and taxable entities in Internal Revenue Service field audits, participation in the development of a 250 physician network and negotiation of managed care and Medicare Advantage contracts, and more than 400 valuation and litigation support engagements in the healthcare industry. Mark has an in-depth knowledge of the healthcare payment and regulatory environment, including such arcane matters as physician billing codes and the impact of local market provider payment rates on fair market value compensation. A regular speaker at state and national conferences on healthcare reform, valuation and other topics, Mark also lectured in the United Kingdom in 2009, 2011, 2012 and 2014 on Managed Care, Healthcare Valuation and on Valuation of Medical Practices to Her Majesty’s Revenue and Customs. He served as Chairperson of the American Institute of CPA’s (AICPA) National Healthcare Industry Conference for 2012 and 2013, chaired the AICPA Virtual Conference on the Affordable Care Act in January 2014 and the National Healthcare Industry Conference Affordable Care Act section in 2014.


Jason Goldfinger

Citrix ShareFile
Vertical Manager Accounting
(919) 948-1588


Jason Goldfinger began working for Citrix ShareFile 2 years ago. Since then, he’s worked on multiple projects, but found his home directing the Accounting Team. He enjoys working with accountants and speaking with them at the different conferences throughout the year. Some Interesting facts about Jason: Besides having the same last name as a James Bond movie, he really enjoys golfing and playing poker. He has a black lab named Oakley that enjoys eating shoes and comforters.

Handout Materials
Presentation Slides
Additional Materials
Journal of Accountancy article
Book Chapter
FVLE Article
Frequently Asked Questions
  • To receive CPE credit for the event, you must register for the webcast prior to the start of each program.
  • CPE is available to all eligible participants within 24 hours of each webinar.
  • Multiple attendees: In order to receive CPE for multiple attendees, ensure that at least one person signs up for the webinar. At the completion of the webinar a proctor form is provided. Alternatively, you may also login to your account following the webinar and click on the MY ACCOUNT button where you will find a link to the proctor letter.


NASBA Approved

CPAwebengage, Inc. (Sponsor Id#: 111889) 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:

CPAwebengage Inc. 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

About Our Presenter

Mark Dietrich is one of the appraisal profession’s most prolific and accomplished authors (with four books published in 2012!) and lecturers and many of his articles and upcoming seminar appearances can be found by visiting his BLOG – under Categories above right, select Seminars and Publications. If you are interested in purchasing one of his books, visit the Publications page. Specific categories of services can be found by visiting our Services page. Mark is also available as a widely recognized and accomplished speaker on healthcare valuation and healthcare Reform.