Currently, health care records needed for a legal proceeding are subject to
subpoena only under limited circumstances. One of the circumstances is when a
health care provider refuses to provide a record within 2 business days in response
to a "properly authorized request" of an attorney. This bill defines what the term
"properly authorized request" means, to include a statement of informed consent by
the patient and the identity of the judicial or administrative proceeding where the
record is needed.
Finally, this bill defines the term "record" for purposes related to health care
records, mental health records and pupil records. Under the bill, a record is any
material in which written, drawn, printed, spoken, visual or electromagnetic
information is recorded or preserved.

For further information see the state and local fiscal estimate, which will be
printed as an appendix to this bill.
The people of the state of Wisconsin, represented in senate and assembly, do
enact as follows:
AB303, s. 1 1Section 1. 51.30 (1) (a) of the statutes is renumbered 51.30 (1) (am).
AB303, s. 2 2Section 2. 51.30 (1) (ag) of the statutes is created to read:
AB303,3,63 51.30 (1) (ag) "Record" means any material in which written, drawn, printed,
4spoken, visual or electromagnetic information is recorded or preserved, regardless
5of physical form or characteristics, including handwritten, typed or printed pages,
6charts, photographs, films, recordings, tapes, computer printouts and optical disks.
AB303, s. 3 7Section 3. 118.125 (1) (e) of the statutes is created to read:
AB303,3,118 118.125 (1) (e) "Record" means any material in which written, drawn, printed,
9spoken, visual or electromagnetic information is recorded or preserved, regardless
10of physical form or characteristics, including handwritten, typed or printed pages,
11charts, photographs, films, recordings, tapes, computer printouts and optical disks.
AB303, s. 4 12Section 4. 146.81 (2) (i) of the statutes is created to read:
AB303,3,1413 146.81 (2) (i) A statement that the consent applies to information entered into
14the patient health care records on or before one of the following dates:
AB303,3,1515 1. The date on which the consent is signed under par. (g).
AB303,3,1616 2. The date of the disclosure to a person specified in par. (e).
AB303, s. 5 17Section 5. 146.81 (6) of the statutes is created to read:
AB303,3,2118 146.81 (6) "Record" means any material in which written, drawn, printed,
19spoken, visual or electromagnetic information is recorded or preserved, regardless
20of physical form or characteristics, including handwritten, typed or printed pages,
21charts, photographs, films, recordings, tapes, computer printouts and optical disks.
AB303, s. 6
1Section 6. 146.82 (2) (a) 10. of the statutes is amended to read:
AB303,4,62 146.82 (2) (a) 10. To persons as provided under s. 655.17 (7) (b), as created by
31985 Wisconsin Act 29
655.465 (1), if the patient files a submission of controversy
4under s. 655.04 (1), 1983 stats., on or after July 20, 1985 and before June 14, 1986,
5for the purposes of s. 655.17 (7) (b), as created by 1985 Wisconsin Act 29
request for
6mediation under s. 655.44 or 655.445
.
AB303, s. 7 7Section 7. 146.82 (2) (b) of the statutes is renumbered 146.82 (2) (b) 1. and
8amended to read:
AB303,4,129 146.82 (2) (b) 1. Unless Except as provided under subd. 2., or unless authorized
10by a court of record, the recipient of any information under par. (a) shall keep the
11information confidential and may not disclose identifying information about the
12patient whose patient health care records are released.
AB303, s. 8 13Section 8. 146.82 (2) (b) 2. of the statutes is created to read:
AB303,4,1914 146.82 (2) (b) 2. The recipient of any information under par. (a) shall release
15a copy of the information to the patient who is the subject of the records, or to a person
16authorized by the patient, if the patient or person authorized by the patient submits
17a statement of informed consent to the recipient requesting the release. The
18recipient may charge a reasonable fee for providing the copy of the information under
19this subdivision.
AB303, s. 9 20Section 9. 146.82 (2) (d) of the statutes is renumbered 146.82 (2) (d) (intro.)
21and amended to read:
AB303,5,222 146.82 (2) (d) (intro.) For each release of patient health care records under this
23subsection by a health care provider, the health care provider shall record the name
24of the person or agency to which the records were released, the date and time of the

1release and the identification of the records released. This paragraph does not apply
2to the release of patient health care records to any of the following persons:
AB303, s. 10 3Section 10. 146.82 (2) (d) 1. and 2. of the statutes are created to read:
AB303,5,44 146.82 (2) (d) 1. An employe of the health care provider.
AB303,5,65 2. A person designated by the health care provider to perform a function of the
6health care provider.
AB303, s. 11 7Section 11. 146.82 (2) (e) of the statutes is created to read:
AB303,5,138 146.82 (2) (e) 1. For each release of patient health care records under this
9subsection by a records custodian who is not a health care provider, the records
10custodian shall record the name of the person or agency to which the records were
11released, the date and time of the release and the identification of the records
12released. This subdivision does not apply to the release of patient health care to any
13of the following persons:
AB303,5,1414 a. An employe of the records custodian.
AB303,5,1615 b. A person designated by the records custodian to perform a function of the
16records custodian.
AB303,5,1917 2. A records custodian shall maintain the information recorded under subd. 1.
18for as long as the records custodian maintains the patient health care records that
19pertain to the recorded information.
AB303,5,2220 3. Any patient, or person authorized by the patient, may inspect the
21information recorded under subd. 1. pertaining to that patient at any time during
22regular business hours, upon reasonable notice.
AB303, s. 12 23Section 12. 146.82 (2) (f) of the statutes is created to read:
AB303,5,2524 146.82 (2) (f) A health care provider may charge a reasonable fee for a copy of
25patient health care records released under this subsection.
AB303, s. 13
1Section 13. 146.825 of the statutes is created to read:
AB303,6,6 2146.825 Correction of patient health care records. (1) A patient or a
3person authorized by the patient may challenge the accuracy, completeness,
4timeliness or relevance of factual information in his or her patient health care record
5and request in writing that the health care provider who prepared the record correct
6the challenged information.
AB303,6,10 7(2) A request properly made under sub. (1) shall be granted or denied within
830 days by the health care provider. If the request is denied in whole or in part, the
9health care provider shall provide the requester with a written explanation of why
10the request was denied.
AB303,6,18 11(3) If a request under sub. (1) is denied in whole or in part, the requester may
12appeal the denial to the medical examining board within 60 days of the denial. The
13medical examining board shall notify the health care provider of the appeal and shall
14obtain such information as is appropriate concerning the appeal. The medical
15examining board may require the health care provider to revise the patient health
16care record if the medical examining board determines that it is appropriate to do so.
17The revised patient health care record shall replace the original health care record,
18which shall be destroyed.
AB303,6,23 19(4) A person whose request is denied under sub. (2) shall be allowed to insert
20into the patient health care record a statement challenging the accuracy,
21completeness, timeliness or relevance of factual information in his or her patient
22health care record. The statement shall become a part of the record and shall be
23released whenever the patient health care record is released.
AB303, s. 14 24Section 14. 252.15 (5) (a) 14m. of the statutes is created to read:
AB303,7,2
1252.15 (5) (a) 14m. If the individual is deceased, to any person by any of the
2following:
AB303,7,53 a. A parent, guardian or legal custodian the individual if the individual is a
4minor child or the person vested with supervision of the child under s. 938.183 or
5938.34 (4d), (4h), (4m) or (4n).
AB303,7,76 b. The guardian of the individual if the individual was adjudged incompetent,
7as defined in s. 880.01 (4).
AB303,7,98 c. The spouse of the individual, or, if no spouse survives the individual, an adult
9member of the individual's immediate family, as defined in s. 632.895 (1) (d).
AB303,7,1010 d. The personal representative of the individual.
AB303,7,1411 e. Any person authorized in writing by the individual or a health care agent
12designated by the individual as a principal under ch. 155 if the individual has been
13found to be incapacitated under s. 155.05 (2), except as limited by the power of
14attorney for health care instrument.
AB303, s. 15 15Section 15. 632.725 (2) (d) of the statutes is amended to read:
AB303,7,2216 632.725 (2) (d) Establish a uniform statewide patient identification system in
17which each individual who receives health care services in this state is assigned an
18identification number. In establishing the identification number, the commissioner
19shall use the highest available standards for safeguarding patient confidentiality,
20accuracy and uniqueness.
The standardized billing format established under par.
21(a) and the standardized claim format established under par. (b) shall provide for the
22designation of an individual's patient identification number.
AB303, s. 16 23Section 16. 908.03 (6m) (c) 3. of the statutes is renumbered 908.03 (6m) (c) 3.
24(intro.) and amended to read:
AB303,8,6
1908.03 (6m) (c) 3. (intro.) If upon a properly authorized request of an attorney,
2the health care provider refuses, fails or neglects to supply within 2 business days
3after the request a legible certified duplicate of its records for the fees established
4under par. (d). A properly authorized request shall include the name, address and
5signature of the attorney who is making the request, a statement of informed consent
6from the patient and one of the following:
AB303, s. 17 7Section 17. 908.03 (6m) (c) 3. a. and b. of the statutes are created to read:
AB303,8,108 908.03 (6m) (c) 3. a. If the health care provider record is needed for a judicial
9proceeding, the name of the court, the venue, the title of the action and the file
10number of the proceeding.
AB303,8,1311 b. If the health care provider record is needed for a proceeding before an
12administrative agency, the name of the administrative agency and any other
13information that is sufficient to identify the proceeding.
AB303, s. 18 14Section 18 . Initial applicability.
AB303,8,1615 (1) The treatment of section 146.81 (2) (i) of the statutes first applies to
16statements of informed consent signed on the effective date of this subsection.
AB303,8,1817 (2) The treatment of section 146.825 of the statutes first applies to requests to
18correct patient health care records made on the effective date of this subsection.
AB303,8,2219 (3) The renumbering and amendment of section 908.03 (6m) (c) 3. of the
20statutes and the creation of section 908.03 (6m) (c) 3. a. and b. of the statutes first
21apply to requests for health care provider records submitted to a health care provider
22on the effective date of this subsection.
AB303, s. 19 23Section 19. Effective dates. This act takes effect on the day after
24publication, except as follows:
AB303,9,3
1(1) The treatment of sections 146.81 (2) (i) and 146.82 (2) (e) of the statutes and
2Section 18 (1) of this act take effect on January 1, 1998, or on the day after
3publication, whichever is later.
AB303,9,44 (End)
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