Florida Senate - 2013                          SENATOR AMENDMENT
       Bill No. SB 1792
       
       
       
       
       
       
                                Barcode 363990                          
       
                              LEGISLATIVE ACTION                        
                    Senate             .             House              
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                 Floor: WD/2R          .                                
             04/10/2013 04:39 PM       .                                
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       Senator Flores moved the following:
       
    1         Senate Amendment (with title amendment)
    2  
    3         Delete lines 87 - 360
    4  and insert:
    5         (c)(8) Except in a medical negligence action or
    6  administrative proceeding when a health care practitioner or
    7  provider is or reasonably expects to be named as a defendant,
    8  Information disclosed to a health care practitioner by a patient
    9  in the course of the care and treatment of such patient is
   10  confidential and may be disclosed only to other health care
   11  practitioners and providers involved in the care or treatment of
   12  the patient, or if allowed permitted by written authorization
   13  from the patient, or if compelled by subpoena at a deposition,
   14  evidentiary hearing, or trial for which proper notice has been
   15  given.
   16         (d) Notwithstanding paragraphs (a)-(c), information
   17  disclosed by a patient to a health care practitioner or provider
   18  or records created by the practitioner or provider during the
   19  course of care or treatment of the patient may be disclosed:
   20         1. In a medical negligence action or administrative
   21  proceeding if the health care practitioner or provider is or
   22  reasonably expects to be named as a defendant;
   23         2.As provided for in the authorization for release of
   24  protected health information filed by the patient pursuant to s.
   25  766.1065; or
   26         3.To the health care practitioner’s or provider’s attorney
   27  during a consultation if the health care practitioner or
   28  provider reasonably expects to be deposed, to be called as a
   29  witness, or to receive formal or informal discovery requests in
   30  a medical negligence action, presuit investigation of medical
   31  negligence, or administrative proceeding.
   32         a. If the medical liability insurer of a health care
   33  practitioner or provider described in this subparagraph
   34  represents a defendant or prospective defendant in a medical
   35  negligence action:
   36         (I) The insurer may not select an attorney for the
   37  practitioner or the provider. However, the insurer may recommend
   38  attorneys who do not represent a defendant or prospective
   39  defendant in the matter.
   40         (II) The attorney selected by the practitioner or the
   41  provider may not, directly or indirectly, disclose to the
   42  insurer any information relating to the representation of the
   43  practitioner or the provider other than the categories of work
   44  performed or the amount of time applicable to each category for
   45  billing or reimbursement purposes. The attorney selected by the
   46  practitioner or the provider may represent the insurer or other
   47  insureds of the insurer in an unrelated matter.
   48         b.The limitations in this subparagraph do not apply if the
   49  attorney reasonably expects the practitioner or provider to be
   50  named as a defendant and the practitioner or provider agrees
   51  with the attorney’s assessment, if the practitioner or provider
   52  receives a presuit notice pursuant to chapter 766, or if the
   53  practitioner or provider is named as a defendant.
   54         Section 2. Paragraph (a) of subsection (5) and subsection
   55  (14) of section 766.102, Florida Statutes, are amended to read:
   56         766.102 Medical negligence; standards of recovery; expert
   57  witness.—
   58         (5) A person may not give expert testimony concerning the
   59  prevailing professional standard of care unless the person is a
   60  health care provider who holds an active and valid license and
   61  conducts a complete review of the pertinent medical records and
   62  meets the following criteria:
   63         (a) If the health care provider against whom or on whose
   64  behalf the testimony is offered is a specialist, the expert
   65  witness must:
   66         1. Specialize in the same specialty as the health care
   67  provider against whom or on whose behalf the testimony is
   68  offered; or specialize in a similar specialty that includes the
   69  evaluation, diagnosis, or treatment of the medical condition
   70  that is the subject of the claim and have prior experience
   71  treating similar patients; and
   72         2. Have devoted professional time during the 3 years
   73  immediately preceding the date of the occurrence that is the
   74  basis for the action to:
   75         a. The active clinical practice of, or consulting with
   76  respect to, the same or similar specialty that includes the
   77  evaluation, diagnosis, or treatment of the medical condition
   78  that is the subject of the claim and have prior experience
   79  treating similar patients;
   80         b. Instruction of students in an accredited health
   81  professional school or accredited residency or clinical research
   82  program in the same or similar specialty; or
   83         c. A clinical research program that is affiliated with an
   84  accredited health professional school or accredited residency or
   85  clinical research program in the same or similar specialty.
   86         (14) This section does not limit the power of the trial
   87  court to disqualify or qualify an expert witness on grounds
   88  other than the qualifications in this section.
   89         Section 3. Subsection (3) of section 766.1065, Florida
   90  Statutes, is amended to read:
   91         766.1065 Authorization for release of protected health
   92  information.—
   93         (3) The authorization required by this section shall be in
   94  the following form and shall be construed in accordance with the
   95  “Standards for Privacy of Individually Identifiable Health
   96  Information” in 45 C.F.R. parts 160 and 164:
   97  
   98                    AUTHORIZATION FOR RELEASE OF                   
   99                    PROTECTED HEALTH INFORMATION                   
  100  
  101         A. I, (...Name of patient or authorized
  102         representative...) [hereinafter “Patient”], authorize
  103         that (...Name of health care provider to whom the
  104         presuit notice is directed...) and his/her/its
  105         insurer(s), self-insurer(s), and attorney(s), and the
  106         designated treating health care provider(s) listed
  107         below and his/her/its(their) insurer(s), self
  108         insurer(s), and attorney(s) may obtain and disclose
  109         (within the parameters set out below) the protected
  110         health information described below for the following
  111         specific purposes:
  112         1. Facilitating the investigation and evaluation
  113         of the medical negligence claim described in the
  114         accompanying presuit notice; or
  115         2. Defending against any litigation arising out
  116         of the medical negligence claim made on the basis of
  117         the accompanying presuit notice; or.
  118         3. Obtaining legal advice or representation
  119         arising out of the medical negligence claim described
  120         in the accompanying presuit notice.
  121         B. The health information obtained, used, or
  122         disclosed extends to, and includes, the verbal health
  123         information as well as the written health information
  124         and is described as follows:
  125         1. The health information in the custody of the
  126         following health care providers who have examined,
  127         evaluated, or treated the Patient in connection with
  128         injuries complained of after the alleged act of
  129         negligence: (List the name and current address of all
  130         health care providers). This authorization extends to
  131         any additional health care providers that may in the
  132         future evaluate, examine, or treat the Patient for the
  133         injuries complained of.
  134         2. The health information in the custody of the
  135         following health care providers who have examined,
  136         evaluated, or treated the Patient during a period
  137         commencing 2 years before the incident that is the
  138         basis of the accompanying presuit notice.
  139  
  140         (List the name and current address of such health care
  141         providers, if applicable.)
  142  
  143         C. This authorization does not apply to the
  144         following list of health care providers possessing
  145         health care information about the Patient because the
  146         Patient certifies that such health care information is
  147         not potentially relevant to the claim of personal
  148         injury or wrongful death that is the basis of the
  149         accompanying presuit notice.
  150  
  151         (List the name of each health care provider to whom
  152         this authorization does not apply and the inclusive
  153         dates of examination, evaluation, or treatment to be
  154         withheld from disclosure. If none, specify “none.”)
  155  
  156         D. The persons or class of persons to whom the
  157         Patient authorizes such health information to be
  158         disclosed or by whom such health information is to be
  159         used:
  160         1. Any health care provider providing care or
  161         treatment for the Patient.
  162         2. Any liability insurer or self-insurer
  163         providing liability insurance coverage, self
  164         insurance, or defense to any health care provider to
  165         whom presuit notice is given, or to any health care
  166         provider(s) listed in subsections B.1.-2. above,
  167         regarding the care and treatment of the Patient.
  168         3. Any consulting or testifying expert employed
  169         by or on behalf of (name of health care provider to
  170         whom presuit notice was given) and his/her/its
  171         insurer(s), self-insurer(s), or attorney(s) regarding
  172         the matter of the presuit notice accompanying this
  173         authorization.
  174         4. Any attorney (including his or her
  175         secretarial, clerical, or paralegal staff) employed by
  176         or on behalf of (name of health care provider to whom
  177         presuit notice was given) or employed by or on behalf
  178         of any health care provider(s) listed in subsections
  179         B.1.-2. above, regarding the matter of the presuit
  180         notice accompanying this authorization or the care and
  181         treatment of the Patient.
  182         5. Any trier of the law or facts relating to any
  183         suit filed seeking damages arising out of the medical
  184         care or treatment of the Patient.
  185         E. This authorization expires upon resolution of
  186         the claim or at the conclusion of any litigation
  187         instituted in connection with the matter of the
  188         presuit notice accompanying this authorization,
  189         whichever occurs first.
  190         F. The Patient understands that, without
  191         exception, the Patient has the right to revoke this
  192         authorization in writing. The Patient further
  193         understands that the consequence of any such
  194         revocation is that the presuit notice under s.
  195         766.106(2), Florida Statutes, is deemed retroactively
  196         void from the date of issuance, and any tolling effect
  197         that the presuit notice may have had on any applicable
  198         statute-of-limitations period is retroactively
  199         rendered void.
  200         G. The Patient understands that signing this
  201         authorization is not a condition for continued
  202         treatment, payment, enrollment, or eligibility for
  203         health plan benefits.
  204         H. The Patient understands that information
  205  
  206  ================= T I T L E  A M E N D M E N T ================
  207         And the title is amended as follows:
  208         Delete lines 26 - 39
  209  and insert:
  210         s. 766.1065, F.S.; revising the form for the
  211         authorization of release of protected health
  212         information; providing for the release of protected
  213         health information to certain treating health care
  214         providers, insurers, and attorneys; authorizing a
  215         treating health care provider, insurer, or attorney to
  216         use protected health information in connection with
  217         legal services relating to a medical negligence claim;