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MS 0180 (1) Volume 1 – General Administration MS 0180 – R. 11/1/19 – OMTL-555 Viewing of Case Record Material by Recipients and Representatives A. The following portions of the case record may be viewed at any time by the client or a representative designated by the recipient on form DCBS-1, Informed Consent and Release of Information and Records, or the DCBS-1A, Informed Consent and Release of Information and Records Supplement: 1. Forms completed or provided by the client; 2. Worksheets used in the eligibility determination; 3. Correspondence to and from the client; 4. Decisions from the Medical Review Team; 5. Non-confidential medical records of the client; B. The following portions of the case record cannot be viewed unless the client obtains a court order: 1. Medical records marked as “confidential – not to be viewed or shared with the patient”; 2. Names of individuals who provided information regarding the client; 3. The nature or status of criminal proceedings; 4. Records subject to Health Insurance Portability and Accountability Act (HIPAA) procedures. For more information regarding HIPAA, see MS 0160; 5. Child support screens, which contain the absent parent’s tax refund information. C. Case record inspection is conducted in any local office, with care taken that no part of the record is lost. Electronic Case File (ECF) documents must be printed for viewing. The client, Power of Attorney (POA), Authorized Representative (AR), or attorney cannot view the case material from the computer screen. If requested, copies of the record pertinent to the issue are prepared for and provided to the client or representative at any local office. Case material cannot be provided through e-mail or mail. The only exception to sending case material via mail is for a telephonic hearing. D. Information needed for the settlement of a deceased client’s affairs may be released to a bona fide representative or administrator of an estate, but are still subject to HIPAA requirements. See MS 0160.