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DHS 92

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DHS 92 Confidentiality Of Treatment Records

Jurisdiction: WI Agency: Wisconsin Department of Health Services (DHS)
CMHC (60%) DETOX (60%) IDD_COMMUNITY (60%) IDD_RESIDENTIAL (60%) MH_RESIDENTIAL (60%) OUTPATIENT (60%) PSYCH_FACILITY (60%) SUD_RESIDENTIAL (60%)
Plain-English summary

Wisconsin DHS 92 establishes confidentiality and records-management requirements for treatment records of individuals who have received services for mental illness, developmental disabilities, or substance use disorder from the Wisconsin Department of Health Services, community boards, or contracted treatment facilities. Operators must designate record custodians, develop written access and disclosure procedures, obtain informed consent before releasing records (with specified exceptions), and retain records for at least seven years after treatment completion. The chapter also governs employee orientation, grievance procedures, and discipline for violations of confidentiality requirements.

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Regulation text
Published under s. 35.93, Wis. Stats., by the Legislative Reference Bureau.
1 DEPARTMENT OF HEALTH SERVICES DHS 92.03
Chapter DHS 92
CONFIDENTIALITY OF TREATMENT RECORDS
DHS 92.01 Introduction.
DHS 92.02 Definitions.
DHS 92.03 General requirements.
DHS 92.04 Disclosure without informed consent.
DHS 92.05 Patient access to treatment records.
DHS 92.06 Minors and incompetents.
DHS 92.07 Privileged communications.
DHS 92.08 Criminal commitments.
DHS 92.09 Grievance procedure.
DHS 92.10 Discipline of employees.
DHS 92.11 Employee orientation.
DHS 92.12 Retention periods.
DHS 92.13 Certification of compliance.
Note: Chapter HSS 92 was renumbered chapter HFS 92 under s. 13.93 (2m) (b) 
1., Stats., and corrections made under s. 13.93 (2m) (b) 6. and 7., Stats., Register, 
September, 1999, No. 525. Chapter HFS 92 was renumbered to chapter DHS 92 un-
der s. 13.92 (4) (b) 1., Stats., and corrections made under s. 13.92 (4) (b) 7., Stats., 
Register November 2008 No. 635.
DHS 92.01 Introduction. (1) SCOPE. This chapter ap-
plies to all records of persons who are receiving treatment or who 
at any time received treatment for mental illness, developmental 
disabilities, or substance use from the department, a board estab-
lished under s. 46.23, 51.42 or 51.437, Stats., or treatment facili-
ties and persons providing services under contract with the de-
partment, a board or a treatment facility whether the services are 
provided through a board or not. Private practitioners practicing 
individually who are not providing services to boards are not 
deemed to be treatment facilities and their records are not gov-
erned by this chapter.
(2) STATUTORY AUTHORITY. This chapter is promulgated 
pursuant to s. 51.30 (12), Stats., which directs the department to 
promulgate rules to implement s. 51.30, Stats.
History: Cr. Register, May, 1984, No. 341, eff. 6-1-84. CR 25-055: am. (1) Reg-
ister February 2026 No. 842, eff. 3-1-26.
DHS 92.02 Definitions. In this chapter:
(1) “Board” means the community board established under s. 
46.23, 51.42 or 51.437, Stats.
(a) “51-board” means a community board established under s. 
51.42 or 51.437, Stats.
(b) “Human services board” means a combined board estab-
lished under s. 46.23, Stats.
(2) “Court order” means a lawful order of a court of compe-
tent jurisdiction.
(3) “Department” means the department of health services.
(4) “Director” has the meaning designated in s. 51.01 (6) , 
Stats.
(5) “Discharge” has the meaning designated in s. 51.01 (7), 
Stats.
(6) “Inpatient facility” has the meaning designated in s. 51.01 
(10), Stats.
(7) “Patient” means any individual who is receiving or who at 
any time has received services for mental illness, developmental 
disabilities, or substance use disorder from the department, a 
board, a treatment facility, or from persons providing services un-
der contract to the department, a board or a treatment facility.
(8) “Program director” means the administrative director ap-
pointed by the board.
(9) “Pupil records” has the meaning designated in s. 118.125 
(1) (d), Stats.
(10) “Qualified staff” means only those board staff or depart-
ment staff who require confidential information for a valid reason 
connected with their assignment in the administration of services 
provided by the board or department.
(11) “Service provider” means a person who provides ser-
vices under contract to the department, a board or a treatment fa-
cility, including any employee, consultant, volunteer, agency or 
organization providing any assessment, treatment or other service 
or rendering any consultation or opinion regarding any patient as-
sessment, need for service or course of treatment, whether as a 
contractor, subcontractor or in any other capacity.
(12) “Somatic treatment” means treatment by physical 
means.
Note: Somatic treatments include administration of medications, psychosurgery 
and electroconvulsive shock.
(13) “Treatment” has the meaning designated in s. 51.01 
(17), Stats., namely, those psychological, educational, social, 
chemical, medical or somatic techniques designed to bring about 
rehabilitation of individuals with mental illness, substance use 
disorder, or a developmental disability.
(14) “Treatment director” has the meaning designated in s. 
51.01 (18), Stats., except that in a hospital as defined under s. 
50.33 (2) (a), Stats., the treatment director is the patient’s primary 
physician.
(15) “Treatment facility” has the meaning designated in s. 
51.01 (19), Stats., namely, any publicly or privately operated fa-
cility or unit of a facility providing treatment of individuals with 
mental illness, substance use disorder, or developmental disabil-
ity, including but not limited to inpatient and outpatient treatment 
programs and rehabilitation programs.
(16) “Treatment records” has the meaning designated in 
s. 51.30 (1) (b), Stats., namely, all records concerning individuals 
who are receiving or who at any time have received services for 
mental illness, developmental disabilities, or substance use disor-
der which are maintained by the department, by boards and their 
staffs, and by treatment facilities. “Treatment records” include 
written, computer, electronic and microform records, but do not 
include notes or records maintained for personal use by an indi-
vidual providing treatment services for the department, a board, 
or a treatment facility if the notes or records are not available to 
others.
History: Cr. Register, May, 1984, No. 341, eff. 6-1-84; correction in (3) made 
under s. 13.92 (4) (b) 6., Stats., Register November 2008 No. 635; CR 25-055: am. 
(7), (13), (15), (16) Register February 2026 No. 842 , eff. 3-1-26; correction in 
(15) made under s. 35.17, Stats., Register February 2026 No. 842.
DHS 92.03 General requirements. (1) TREATMENT 
RECORDS. (a) All treatment records or spoken information which 
in any way identifies a patient are considered confidential and 
privileged to the subject individual.
(b) If notes or records maintained for personal use are to be 
made available to other persons, they shall be placed in the treat-
ment record, become part of that record and be governed by this 
chapter.
Published under s. 35.93, Stats. Updated on the first day of each month. Entire code is always current. The Register date on each page is the date 
the chapter was last published. 
Register February 2026 No. 842
Published under s. 35.93, Wis. Stats., by the Legislative Reference Bureau.
DHS 92.03 WISCONSIN ADMINISTRATIVE CODE 2
(c) The department and every board, treatment facility and 
service provider shall designate in writing one or more persons to 
serve as record custodians.
(d) The department and every board, treatment facility and 
service provider shall develop a notice describing the agency’s 
treatment record access procedures. The notice shall be promi-
nently displayed and made available for inspection and copying.
(e) Information requests shall be filled as soon as practicable. 
If a request is denied, specific reasons shall be given for denying 
the request.
(f) No personally identifiable information contained in treat-
ment records may be released in any manner, including oral dis-
closure, except as authorized under s. 51.30, Stats., this chapter or 
as otherwise provided by law.
(g) Whenever requirements of federal law regarding sub-
stance use treatment services in 42 CFR Part 2 require restric-
tions on the disclosure of treatment records greater than the re-
strictions required by this section, the federal requirements shall 
be observed.
(h) No personally identifiable information in treatment 
records may be re-released by a recipient of the treatment record 
unless re-release is specifically authorized by informed consent 
of the subject individual, by this chapter or as otherwise required 
by law.
(i) Any disclosure or re-release, except oral disclosure, of con-
fidential information shall be accompanied by a written state-
ment which states that the information is confidential and disclo-
sure without patient consent or statutory authorization is prohib-
ited by law.
(j) Members and committees of boards shall not have access 
to treatment records. In meetings of boards and board commit-
tees, the program directors shall ensure that patient identities are 
not revealed or made obvious by description of particular patient 
situations.
(k) All treatment records shall be maintained in a secure man-
ner to ensure that unauthorized persons do not have access to the 
records.
(L) Pupil records of minor patients in educational programs 
within treatment facilities, which are disclosed pursuant to s. 
118.125, Stats., shall not contain any information from other 
treatment records unless there is specific informed consent for re-
lease of that information as required under s. DHS 92.06.
(m) No treatment record information may be released to a per-
son previously unknown to the agency unless there is reasonable 
assurance regarding the person’s identity.
(n) Whenever information from treatment records is dis-
closed, that information shall be limited to include only the infor-
mation necessary to fulfill the request.
(o) Any request by a treatment facility for written information 
shall include a statement that the patient has the right of access to 
the information as provided under ss. DHS 92.05 and 92.06.
(p) The conditions set forth in this section shall be broadly 
and liberally interpreted in favor of confidentiality to cover a 
record in question.
Note: If a person requesting information does not qualify for it under the section 
cited in this chapter, other sections should be reviewed to determine if the requester 
qualifies under another section.
(2) DISCLOSURE OF PATIENT STATUS IN RESPONSE TO IN-
QUIRIES. (a) No person may disclose information or acknowl-
edge whether an individual has applied for, has received or is re-
ceiving treatment except with the informed consent of the indi-
vidual, as authorized under s. 51.30 (4) (b), Stats., or as otherwise 
required by law and as governed by this subsection.
(b) The department and each board and treatment facility 
shall develop written procedures which include a standard, non-
committal response to inquiries regarding whether or not a person 
is or was receiving treatment. All staff who normally deal with 
patient status inquiries shall be trained in the procedures.
(3) INFORMED CONSENT. Informed consent shall be in writ-
ing and shall comply with requirements specified in s. 51.30 (2), 
Stats., and this subsection.
(a) Informed consent shall be valid only if voluntarily given 
by a patient who is substantially able to understand all informa-
tion specified on the consent form. A guardian may give consent 
on behalf of the guardian’s ward. If the patient is not competent 
to understand and there is no guardian, a temporary guardian 
shall be sought in accordance with s. 54.50, Stats.
(b) Informed consent is effective only for the period of time 
specified by the patient in the informed consent document.
(c) A copy of each informed consent document shall be of-
fered to the patient or guardian and a copy shall be maintained in 
the treatment record.
(d) Each informed consent document shall include a state-
ment that the patient has a right to inspect and receive a copy of 
the material to be disclosed as required under ss. DHS 92.05 and 
92.06.
(e) Any patient or patient representative authorized under s. 
51.30 (5), Stats., may refuse authorization or withdraw authoriza-
tion for disclosure of any information at any time. If this occurs, 
an agency not included under s. 51.30 (4) (b), Stats., that requests 
release of information requiring informed consent shall be told 
only that s. 51.30, Stats., prohibit release of the information 
requested.
(4) RELEASE OF TREATMENT RECORDS AFTER DEATH. (a) 
Consent for the release of treatment records of a deceased patient 
may be given by an executor, administrator or other court-ap-
pointed personal representative of the estate.
(b) If there is no appointment of a personal representative, the 
consent may be given by the patient’s spouse or, if there is none, 
by any responsible member of the patient’s family.
(c) Disclosures required under federal or state laws involving 
the collection of death statistics and other statistics may be made 
without consent.
History: Cr. Register, May, 1984, No. 341, eff. 6-1-84; correction in (3) (a) made 
under s. 13.92 (4) (b) 7., Stats., Register November 2008 No. 635; CR 25-055: am. 
(1) (g) Register February 2026 No. 842, eff. 3-1-26.
DHS 92.04 Disclosure without informed consent. 
(1) AUDITS AND EVALUATION. (a) Treatment records may be 
disclosed for management audits, financial audits or program 
monitoring and evaluation but only as authorized under s. 51.30 
(4) (b) 1., Stats., and this subsection.
(b) A record of all audits and evaluations shall be maintained 
at each treatment facility.
(c) Auditors and evaluators shall provide the treatment facility 
with written documentation regarding their authority to audit or 
evaluate by reference to statutes, administrative rules or certifica-
tion by the department.
(2) BILLING OR COLLECTION. (a) Treatment records may be 
released for billing or collection purposes only as authorized un-
der s. 51.30 (4) (b) 2., Stats., and this subsection.
(b) Any information specified in ch. DHS 1 may be released 
to the collection authority under ss. 46.03 (18) and 46.10, Stats.
Note: Under ss. 46.03 (18) and 46.10, Stats., the department is the collection au-
thority for all services provided by the department or boards. Where collection au-
thority has not been delegated, the department’s bureau of collections is the only 
qualified service organization for collections allowed by Wisconsin law. Where col-
lections have been delegated, boards or facilities are agencies of the department for 
billing and collection purposes.
(c) Patient information may be released to county depart-
Published under s. 35.93, Stats. Updated on the first day of each month. Entire code is always current. The Register date on each page is the date 
the chapter was last published. 
Register February 2026 No. 842
Published under s. 35.93, Wis. Stats., by the Legislative Reference Bureau.
3 DEPARTMENT OF HEALTH SERVICES DHS 92.04
ments of public welfare or social services only in accordance 
with the provisions of sub. (13).
(d) Patient information may be released to third-party payers 
only with informed consent.
(e) Each agency with billing and collection responsibility 
shall develop further written procedures as needed to ensure con-
fidentiality of billing and collection information. These proce-
dures shall be made available to the department upon request.
(3) RESEARCH. Treatment records may be released for pur-
poses of research only as authorized under s. 51.30 (4) (b) 3. , 
Stats.
(4) COURT ORDER. (a) Treatment records may be released 
pursuant to a lawful court order only as authorized under s. 51.30 
(4) (b) 4, Stats., and this subsection.
Note: If a treatment facility director, program director or department official be-
lieves that the court order is unlawful, that person should bring the order to the atten-
tion of his or her agency’s legal counsel.
(b) A subpoena, unless signed by a judge of a court of record, 
is not sufficient to authorize disclosure.
(c) A court order regarding confidential drug or alcohol treat-
ment information shall be in compliance with 42 CFR Part 2 , 
Subpart E.
Note: When a subpoena signed by an attorney or the clerk of court requires the 
record custodian to appear at the hearing with the records, the custodian should as-
sert the privilege and refuse to turn the records over until ordered to do so by the cir-
cuit judge.
(5) PROGRESS DETERMINATION AND ADEQUACY OF TREAT-
MENT. (a) Treatment records may be made accessible to depart-
ment and board staff to determine progress and adequacy of treat-
ment or to determine whether a person should be transferred, dis-
charged or released, but only as authorized under s. 51.30 (4) (b) 
5., Stats., and this subsection.
(b) Treatment information as specified under s. 51.30 (4) (b) 
10, Stats., may also be released to the following state employees 
and department board members concerning persons under their 
jurisdiction:
1. Members of the parole board;
2. Members of the special review board for sex crimes;
3. Employees of the juvenile offender review program; and
4. Members of the juvenile corrections reception center’s 
joint planning and review committee.
(6) WITHIN THE TREATMENT FACILITY. (a) Treatment 
records maintained in the facility or as computerized records by 
the provider of data-processing services to the facility may be 
made available to treatment staff within the facility only as autho-
rized under s. 51.30 (4) (b) 6., Stats., and this subsection.
(b) Confidential information may be released to students or 
volunteers only if supervised by staff of the facility.
(c) Treatment records may be taken from the facility only by 
staff directly involved in the patient’s treatment, or as required by 
law.
(7) WITHIN THE DEPARTMENT. Treatment records may be 
made available to department staff only as authorized under s. 
51.30 (4) (b) 7., Stats., and this chapter. Information may be dis-
closed to qualified staff of the department from the treatment 
records of persons who have been committed by a court to the 
care and custody of the department or who are voluntarily admit-
ted to an institution of the department under chs. 51, 55, 971, or 
975, Stats., or who are under probation or parole supervision.
(8) MEDICAL EMERGENCY. Treatment records may be re-
leased to a physician or designee for a medical emergency only as 
authorized under s. 51.30 (4) (b) 8., Stats.
(9) TRANSFER OF PERSON INVOLUNTARILY COMMITTED. (a) 
Treatment records may be released to a treatment facility which is 
to receive an involuntarily committed person only as authorized 
under s. 51.30 (4) (b) 9., Stats., and this subsection.
(b) When an individual is to be transferred, the treatment di-
rector or designee shall review the treatment record to ensure that 
no information is released other than that which is allowed under 
this subsection.
(c) If a summary of somatic treatments or a discharge sum-
mary is prepared, a copy of the summary shall be placed in the 
treatment record.
(d) A discharge summary which meets discharge summary 
criteria established by administrative rules or accreditation stan-
dards shall be considered to meet the requirements for a discharge 
summary specified under s. 51.30 (4) (b) 9., Stats.
(e) Treatment information may be disclosed only to the extent 
that is necessary for an understanding of the individual’s current 
situation.
(f) Disclosure of information upon transfer of a voluntary pa-
tient requires the patient’s informed consent, a court order or 
other provision of law.
(10) PERSONS UNDER THE RESPONSIBILITY OR SUPERVISION 
OF A CORRECTIONAL FACILITY OR PROBATION AND PAROLE 
AGENCY. (a) Information from treatment records may be re-
leased to probation and parole agencies and correctional facilities 
only as authorized under s. 51.30 (4) (b) 10., Stats., 42 CFR 2.31 
and 2.35 and this subsection.
(b) In addition to the probation and parole agent, only the fol-
lowing persons may have access to information from treatment 
records:
1. The probation and parole agent’s supervisor;
2. The patient’s social worker, the social worker’s supervisor 
and their superiors; and
3. Consultants or employees of the division of corrections 
who have clinical assignments regarding the patients.
(c) When a patient is transferred back from a treatment facil-
ity to a correctional facility the confidential information dis-
closed to the correctional facility shall be restricted to informa-
tion authorized under s. 51.30 (4) (b) 9., Stats.
(d) When a patient is under supervision of a probation and pa-
role agent the confidential information disclosed to the agent 
shall be restricted to information authorized under s. 51.30 (4) (b) 
10., Stats.
(e) Every person receiving evaluation or treatment under ch. 
51, Stats., as a condition of probation or parole shall be notified 
of the provisions of this subsection by the person’s probation and 
parole agent prior to receiving treatment.
(11) COUNSEL, GUARDIAN AD LITEM, COUNSEL FOR THE IN-
TERESTS OF THE PUBLIC, COURT-APPOINTED EXAMINER. (a) 
Treatment records or portions of treatment records may be made 
accessible to the patient’s counsel or guardian ad litem only as 
authorized under s. 51.30 (4) (b) 11., Stats., and this section, and 
to the court appointed examiner only as authorized under s. 51.20 
(9) (a), Stats., and this section.
(b) A patient's attorney or guardian ad litem, or both, shall 
have access to substance use patient treatment records only as au-
thorized under 42 CFR 2.15 and 2.35.
(c) At times other than during normal working hours, pa-
tients’ attorneys or guardians ad litem, or both, shall have access 
to those records directly available to staff on duty.
(d) Counsel for the interests of the public may have access to 
substance use treatment records only with informed consent of 
the patient or as authorized under 42 CFR 2.61 to 2.67.
(e) A copy of the records shall be provided upon request. At 
Published under s. 35.93, Stats. Updated on the first day of each month. Entire code is always current. The Register date on each page is the date 
the chapter was last published. 
Register February 2026 No. 842
Published under s. 35.93, Wis. Stats., by the Legislative Reference Bureau.
DHS 92.04 WISCONSIN ADMINISTRATIVE CODE 4
times other than normal working hours, copies shall be provided 
only if copy equipment is reasonably available.
(12) NOTICE TO CORRECTIONAL OFFICER OF CHANGE IN STA-
TUS. (a) A treatment facility shall notify the correctional officer 
of any change in the patient’s status as required under s. 51.30 (4) 
(b) 12., Stats.
(b) Release of information from records of alcohol and drug 
abuse patients shall be in compliance with 42 CFR Part 2 , Sub-
part C.
(13) BETWEEN A SOCIAL SERVICES DEPARTMENT AND A 51 
BOARD. (a) Limited confidential information may be released 
between a social service department and a 51-board, but only as 
authorized under s. 51.30 (4) (b) 15., Stats.
(b) Limited confidential information regarding alcohol and 
drug abuse patients may be released between a social services de-
partment and a 51-board only with the patient’s informed consent 
as authorized under 42 CFR 2.31 and with a qualified service 
agreement under 42 CFR 2.11 (n) and (p).
(14) BETWEEN SUB-UNITS OF A HUMAN SERVICES DEPART-
MENT AND BETWEEN THE HUMAN SERVICES DEPARTMENT AND 
CONTRACTED SERVICE PROVIDERS. Confidential information 
may be exchanged between sub-units of a human services depart-
ment, which is the administrative staff of a board organized under 
s. 46.23, Stats., and between the human services department and 
service providers under contract to the human services depart-
ment, as authorized under s. 46.23 (3) (e), Stats.
(15) RELEASE TO LAW ENFORCEMENT OFFICERS. Release of 
limited confidential information to law enforcement officers 
without a patient’s informed consent is permitted only to enable a 
law enforcement officer to take charge of and return a patient on 
unauthorized absence from the treatment facility, pursuant to s. 
51.39, Stats., to enable a law enforcement officer to determine if 
an individual is on unauthorized absence from the treatment fa-
cility, pursuant to s. 51.30 (4) (cm), Stats., or by order of a court.
(a) The treatment director may disclose only the following in-
formation to the law enforcement officer acting pursuant to s. 
51.39, Stats.:
1. Date, time and manner of escape;
2. Description and picture of the patient;
3. Addresses and phone numbers of relatives or other per-
sons who might be contacted by the patient; and
4. Any other information determined by the treatment direc-
tor to be of assistance in locating the patient, including advice re-
garding any potential danger involved in taking custody of the 
patient.
(b) Any access by law enforcement officers to confidential 
records other than as provided for in par. (a) and s. 51.30 (4) (cm), 
Stats., requires a court order.
1. A court order authorizing access to substance use treat-
ment records shall comply with the requirements of 42 CFR 2.61 
to 2.67.
2. A subpoena, unless signed by a judge of a court of record, 
does not authorize disclosure of treatment records.
(c) Access to treatment records is not authorized for any local, 
state or federal investigatory agency conducting pre-employment 
or other clearances or investigating crimes unless the agency 
presents a statement signed by the patient giving informed con-
sent or a court order.
(d) Access by law enforcement authorities, when allowed pur-
suant to informed consent or court order, shall always pertain to a 
specific situation or case. In any situation involving court orders 
which appear to give authorization for broad or blanket access to 
records, the treatment director, the program director or the secre-
tary of the department or designee shall seek appropriate legal 
counsel before disclosing any records.
(16) UNAUTHORIZED ABSENCE. Information from treatment 
records of patients admitted under s. 971.14 or 971.17, Stats., or 
under ch. 975, Stats., or transferred under s. 51.35 (3) or 51.37, 
Stats., and who are on unauthorized absence from a treatment fa-
cility, may be released only as authorized under s. 51.30 (4) (b) 
12m., Stats.
History: Cr. Register, May, 1984, No. 341, eff. 6-1-84; corrections in (2) (b), 
(15) (intro.) and (b) made under s. 13.92 (4) (b) 7., Stats., Register November 2008 
No. 635; CR 20-067: am. (11) (a) Register December 2021 No. 792, eff. 1-1-22; CR 
25-055: am. (11) (b), (d), (15) (b) 1. Register February 2026 No. 842, eff. 3-1-26.
DHS 92.05 Patient access to treatment records. (1) 
ACCESS DURING TREATMENT. (a) Every patient shall have access 
to his or her treatment records during treatment to the extent au-
thorized under s. 51.30 (4) (d) 1., Stats., and this subsection.
(b) The treatment facility director or designee may only deny 
access to treatment records other than records of medication and 
somatic treatment.
1. Denial may be made only if the director has reason to be-
lieve that the benefits of allowing access to the patient are out-
weighed by the disadvantages of allowing access.
2. The reasons for any restriction shall be entered into the 
treatment record.
(c) Each patient, patient's guardian and parent of a minor pa-
tient shall be informed of all rights of access upon admission or 
as soon as clinically feasible, as required under s. 51.61 (1) (a), 
Stats., and upon discharge as required under s. 51.30 (4) (d) 4. , 
Stats. If a minor is receiving substance use treatment services, 
the parents shall be informed that they have a right of access to 
the treatment records only with the minor's consent or in accor-
dance with 42 CFR 2.15.
(d) The secretary of the department or designee, upon request 
of a director, may grant variances from the notice requirements 
under par. (c) for units or groups or patients who are unable to un-
derstand the meaning of words, printed material or signs due to 
their mental condition but these variances shall not apply to any 
specific patient within the unit or group who is able to under-
stand. Parents or guardians shall be notified of any variance.
(2) ACCESS AFTER DISCHARGE FOR INSPECTION OF TREAT-
MENT RECORDS. (a) After discharge from treatment, a patient 
shall be allowed access to inspect all of his or her treatment 
records with one working day notice to the treatment facility, 
board or department, as authorized under s. 51.30 (4) (d) 3. , 
Stats., and this subsection.
(b) A patient making a request to inspect his or her records 
shall not be required to specify particular information. Requests 
for “all information” or “all treatment records” shall be 
acceptable.
(c) When administrative rules or accreditation standards per-
mit the treatment facility to take up to 15 days or some other 
specified period after discharge to complete the discharge sum-
mary, the discharge summary need not be provided until it is 
completed in accordance with those rules or standards.
(3) COPIES OF TREATMENT RECORDS. (a) After being dis-
charged a patient may request and shall be provided with a copy 
of his or her treatment records as authorized by s. 51.30 (4) (d), 
Stats., and as specified in this subsection.
(b) Requests for information under this subsection shall be 
processed within 5 working days after receipt of the request.
(c) A uniform and reasonable fee may be charged for a copy of 
the records. The fee may be reduced or waived, as appropriate, 
for those clients who establish inability to pay.
Published under s. 35.93, Stats. Updated on the first day of each month. Entire code is always current. The Register date on each page is the date 
the chapter was last published. 
Register February 2026 No. 842
Published under s. 35.93, Wis. Stats., by the Legislative Reference Bureau.
5 DEPARTMENT OF HEALTH SERVICES DHS 92.12
(d) The copy service may be restricted to normal working 
hours.
(4) MODIFICATION OF TREATMENT RECORDS. (a) A patient’s 
treatment records may be modified prior to inspection by the pa-
tient but only as authorized under s. 51.30 (4) (d) 3., Stats., and 
this subsection.
(b) Modification of a patient’s treatment records prior to in-
spection by the patient shall be as minimal as possible.
1. Each patient shall have access to all information in the 
treatment record, including correspondence written to the treat-
ment facility regarding the patient, except that these records may 
be modified to protect confidentiality of other patients.
2. The names of the informants providing the information 
may be withheld but the information itself shall be available to 
the patient.
(c) Under no circumstances may an entire document or ac-
knowledgement of the existence of the document be withheld 
from the patient in order to protect confidentiality of other pa-
tients or informants.
(d) Any person who provides or seeks to provide information 
subject to a condition of confidentiality shall be told that the pro-
vided information will be made available to the patient although 
the identity of the informant will not be revealed.
(e) The identity of an informant providing information and to 
whom confidentiality has not been pledged shall be accessible to 
the patient as provided under this chapter.
(5) CORRECTION OF FACTUAL INFORMATION. (a) Correction 
of factual information in treatment records may be requested by 
persons authorized under s. 51.30 (4) (f), Stats., or by an attorney 
representing any of those persons. Any requests, corrections or 
denial of corrections shall be in accordance with s. 51.30 (4) (f), 
Stats., and this section.
(b) A written request shall specify the information to be cor-
rected and the reason for correction and shall be entered as part of 
the treatment record until the requested correction is made or un-
til the requester asks that the request be removed from the record.
(c) During the period that the request is being reviewed, any 
release of the challenged information shall include a copy of the 
information change request.
(d) If the request is granted, the treatment record shall be im-
mediately corrected in accordance with the request. Challenged 
information that is determined to be completely false, irrelevant 
or untimely shall be marked through and specified as incorrect.
(e) If the request is granted, notice of the correction shall be 
sent to the person who made the request and, upon his or her re-
quest, to any specified past recipient of the incorrect information.
(f) If investigation casts doubt upon the accuracy, timeliness 
or relevance of the challenged information, but a clear determina-
tion cannot be made, the responsible officer shall set forth in 
writing his or her doubts and both the challenge and the expres-
sion of doubt shall become part of the record and shall be in-
cluded whenever the questionable information is released.
(g) If the request is denied, the denial shall be made in writing 
and shall include notice to the person that he or she has a right to 
insert a statement in the record disputing the accuracy or com-
pleteness of the challenged information included in the record.
(h) Statements in a treatment record which render a diagnosis 
are deemed to be judgments based on professional expertise and 
are not open to challenge.
History: Cr. Register, May, 1984, No. 341, eff. 6-1-84; CR 25-055: am. (1) (c) 
Register February 2026 No. 842, eff. 3-1-26.
DHS 92.06 Minors and incompetents. (1) Obtaining 
informed consent for release of information from the treatment 
records of minors, including developmentally disabled minors, 
and of incompetents and granting access by the parent or 
guardian and by the minor to treatment records shall be in accor-
dance with s. 51.30 (5), Stats., and this section.
(2) Information may be released from the substance use treat-
ment records of a minor only with the consent of both the minor 
and the minor's parent, guardian or person in the place of a par-
ent, except that outpatient or detoxification services information, 
with the qualifications about these services indicated in s. 51.47 
(2), Stats., shall be disclosed only with the consent of the minor 
provided that the minor is 12 years of age or older.
Note: Section 42 CFR 2.14 (b) provides that when a minor under state law can 
obtain treatment for substance use without the parent or guardian's approval, as un-
der s. 51.47, Stats., only the minor's consent is required for disclosure of information 
from records of that treatment.
(3) A developmentally disabled minor aged 14 or older shall 
be notified of the right to file a written objection to access to 
treatment records by his or her parent, guardian or person in place 
of parent and that notice shall be documented in the treatment 
record.
(4) All sections of this chapter that are applicable to adults 
shall apply to any access to treatment records and disclosure of 
information from treatment records when the patient ceases to be 
a minor.
History: Cr. Register, May, 1984, No. 341, eff. 6-1-84; CR 25-055: am. (2) Reg-
ister February 2026 No. 842, eff. 3-1-26.
DHS 92.07 Privileged communications. Communi-
cations between a physician or psychologist and patient or be-
tween an attorney and a client shall be privileged.
Note: Federal regulations regarding substance use treatment records do not rec-
ognize the statutory exceptions to the physician and psychologist privilege in s. 
905.04, Stats., or the attorney privilege in s. 905.03, Stats., but require either in-
formed consent or a court order under 42 CFR 2.61 to 2.67 for disclosure of confi-
dential information.
History: Cr. Register, May, 1984, No. 341, eff. 6-1-84.
DHS 92.08 Criminal commitments. Treatment records 
of persons committed under chs. 971 and 975, Stats., are covered 
by s. 51.30, Stats., and this chapter. Treatment records of persons 
sentenced to correctional facilities under criminal statutes and 
not receiving services from a board or a state mental health insti-
tute are not covered.
History: Cr. Register, May, 1984, No. 341, eff. 6-1-84.
DHS 92.09 Grievance procedure. Any failure to com-
ply with provisions of s. 51.30, Stats., or this chapter may be pro-
cessed as a grievance under s. 51.61 (5), Stats., as provided in s. 
51.30 (8), Stats.
History: Cr. Register, May, 1984, No. 341, eff. 6-1-84.
DHS 92.10 Discipline of employees. Employees of 
the department, board, or public treatment facilities who violate 
requirements under s. 51.30, Stats., or this chapter may be disci-
plined in accordance with s. 51.30 (11), Stats.
History: Cr. Register, May, 1984, No. 341, eff. 6-1-84.
DHS 92.11 Employee orientation. Directors and pro-
gram directors shall ensure that persons whose regular duties in-
clude requesting, distributing, or granting access to treatment 
records are aware of their responsibility to maintain the confiden-
tiality of information protected by this chapter and of the criminal 
and civil liabilities for violations of s. 51.30, Stats.
History: Cr. Register, May, 1984, No. 341, eff. 6-1-84.
DHS 92.12 Retention periods. (1) Treatment records 
shall be retained for at least 7 years after treatment has been com-
pleted, unless under this section they are to be retained for a 
longer period of time.
(2) In the case of a minor, records shall be retained until the 
Published under s. 35.93, Stats. Updated on the first day of each month. Entire code is always current. The Register date on each page is the date 
the chapter was last published. 
Register February 2026 No. 842
Published under s. 35.93, Wis. Stats., by the Legislative Reference Bureau.
DHS 92.12 WISCONSIN ADMINISTRATIVE CODE 6
person becomes 19 years of age or until 7 years after treatment 
has been completed, whichever is longer.
(3) Any record undergoing federal or state audit shall be 
maintained until completion of the audit.
(4) Records relating to legal actions shall be maintained until 
completion of the legal action.
(5) Records relating to billing or collections shall be main-
tained for periods of time specified in s. DHS 1.06.
History: Cr. Register, May, 1984, No. 341, eff. 6-1-84; correction in (5) made 
under s. 13.92 (4) (b) 7., Stats., Register November 2008 No. 635.
DHS 92.13 Certification of compliance. Each board 
shall include a clause in every purchase of service contract which 
states that the service provider agrees to abide by the require-
ments of this chapter.
History: Cr. Register, May, 1984, No. 341, eff. 6-1-84.
Published under s. 35.93, Stats. Updated on the first day of each month. Entire code is always current. The Register date on each page is the date 
the chapter was last published. 
Register February 2026 No. 842