Awareness article

PHI Examples

Real-world examples of what counts as PHI, what usually does not, and where healthcare teams accidentally create PHI in everyday operations.

Short answer

PHI examples are most useful when they mirror daily operations. Patient names in task comments, appointment reminders with care context, and spreadsheet trackers with treatment details are common examples.

PHI examples are easiest to understand when they sound like ordinary work. A staff member writing, “Send Jose his sleep study packet,” has already created PHI in a workflow note even if the note is not in the chart.

Common PHI examples

  • an intake form with name, phone number, and reason for visit
  • a spreadsheet with patient names and prior authorization status
  • a task comment about lab follow-up for a named patient
  • a voicemail transcript that mentions diagnosis or treatment
  • a shared drive folder named with a patient and procedure

Common non-PHI examples

  • an internal task that says “review open referrals” with no patient identifiers
  • a staffing schedule with employee names only
  • a generic policy checklist with no patient-linked content

Use What Counts as PHI in a Small Clinic for the core definition, PHI in Spreadsheets for one risky workflow, and /product#tasks-audit if the task system itself is the problem.

Sources

FAQ

Questions related to this topic

Is an appointment reminder always PHI?

It can be if it identifies the patient and reveals treatment or service context.

Why use examples instead of definitions alone?

Because staff usually encounter PHI in practical workflow situations, not in abstract definitions.

Operational assurance

Move from policy documents to a working compliance program.

PHIGuard turns these workflows into repeatable tasks, audit evidence, and role-based processes for small clinics.

No credit card required. Add billing details later if you want service to continue after the trial.