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Toolkit for Planning an EHR-based Surveillance Program

Navigate to sections within this toolkit.

Clarifying Legal and Policy Issues

Preparing to Meet with your Attorney

It is important to initiate early conversations with your attorney to address any legal issues related to creating a surveillance system. This tool helps planners become prepared in key areas and provides advice on presenting your case, working with your community partners’ attorneys and understanding the attorney’s roles.

Clarifying Legal Authority

Before meeting with agency attorneys, planning teams need to understand the legal implications surrounding health data collection. This tool outlines the process of verifying legal authority and addressing privacy concerns.

Distinguishing Privacy, Confidentiality, and Security

Confidentiality, privacy and security are all important topics to pay attention to when implementing an EHR-based surveillance program. This resource describes these terms’ legal and ethical meanings and how one impacts the other.

Distinguishing Surveillance from Research

Is your program surveillance or research? See how these terms are defined and what the requirements and procedures for each could mean for your surveillance program.