ILLINOIS SUPREME COURT INTERPRETS
42 CFR PART 2 CONSENT REQUIREMENTS

The Illinois Supreme Court recently upheld the validity of a general consent to release substance abuse treatment records and the subsequent release of those records even though the consent had been signed and dated three months prior to the patient’s admission for substance abuse treatment. The issue presented to the court in M.A.K. v. Rush-Presbyterian-St. Luke’s Medical Center [No. 90527, Illinois Supreme Court, December 20, 2001] was whether the consent met the requirements of 42 CFR Part 2. The consent authorized “any physician, medical practitioner, hospital, clinic, health care facility, or other medical or medically related facility” to disclose to the patient’s insurance company any and all information as to “diagnosis, treatment and prognosis with respect to my physical or mental condition and/or treatment of me…and any other non-medical information of me…” The consent was valid for two and one-half years from the date of signing.

Relying upon this consent, Rush released M.A.K.’s medical and other records, which included records of his substance abuse treatment, to his insurance company, Royal. Based on the records they received from Rush, Royal cancelled M.A.K.’s disability policy. M.A.K. filed a suit alleging Rush breached its physician-patient relationship with him when it released the substance abuse treatment records without consultation or prior consent.

In determining whether the language of the consent with Federal substance abuse statute and regulations, the Court noted that the statute requires that a written consent for release of alcohol and drug treatment records give the “specific name or general designation” of the person or program authorized to make the disclosure of such records. Based on the comments explaining the 1987 amendments to the regulations, the Court decided that M.A.K.’s consent was valid since it gave a “general classification of the types of entities that are entitled to disclose his medical and non-medical information” which is all the statute requires. As to M.A.K.’s argument that the consent failed to specify how much and what type of information is to be disclosed, the Court found that there is nothing in the statute that indicates that “a broad description of the information to be released is impermissible”. The Court also concluded that the consent complied with the statute since it gave an expiration date. The Court did not find the two and a half-year period to go beyond the “reasonably necessary period.”

A second issue presented to the Court was that M.A.K.’s substance abuse records were generated after he signed the consent for release of medical records to Royal. M.A.K. argued that the consent could not cover records that were not in existence at the time he signed the consent. Therefore, he could not have waived his right to confidentiality and because he had received no notice from Rush that they intended to release these records, he could not have exercised his right to revoke the consent. The Court rejected this and found that M.A.K. had a right not to sign the consent and that he maintained the right to revoke the consent at any time.

This case also included a special concurrence and a dissent. While these arguments are not binding, they are worth noting. The special concurrence and the dissent argued that the federal laws require that the consent refer to a particular medical program, practitioner or category of programs in order to be valid and that the Majority erred in stating that the two and a half year period is valid for the purpose of evaluating a claim. They believed that this “reasonably necessary” period should be determined on the facts of each case. Finally, the dissent argued that there can be no informed consent for disclosure if the records do not exist at the time the consent is signed.

In spite of the holding in this case, we would still recommend that providers continue to:

1. be as specific as possible in designating the program or person permitted to make a disclosure;
2. include an expiration date that extends no more than one year; and
3. have a client sign a new consent form for subsequent admissions.

Please feel free to contact the Firm if you would like further information regarding this case.