The Do's & Don'ts of Medical Record's Retention and Destruction

Duration: 75 Minutes
Protect your organization from legal hardships concerning patient medical record privacy, security and management requirements. This topic is intended to be an overview of the general legal concepts applicable to medical records and destruction.
Medical Record Retention and Destruction
Instructor: Richelle Marting
Product ID: 506676
Included in the overview is a discussion of what constitutes a medical record, management of hard copy and electronic records, HIPAA/HITECH/Omnibus Rule considerations, storage and management of the medical record, management of the record in special circumstances, applicable time limits, and oversight of record destruction. As medical record storage, management, security requirements, and legal obligations change; and privacy concerns evolve and are enhanced by federal and state law and regulatory changes, the ability to manage records and be sensitive to the implications of the web of issues related to the same is something those involved in record oversight need to be familiar with moving forward.

Objectives of the Presentation
  • Develop a bulletproof retention plan to protect yourself from different record categories
  • Identify records you should never destroy and what to do if they accidentally are
  • Easy record classifications to quickly determine appropriate retention periods
  • Specific questions to ask before eliminating any old patient or business records
  • Plain-English breakdown of federal and state law retention and destruction guidelines
  • Implement proper patient record procedures when closing or selling your practice
  • And so much moreā€¦
Why Should you Attend
Your old patient and business files could be ticking time bombs just waiting to go off and both paper and electronic files are equally dangerous. Accurately maintaining, storing and in some cases destroying these records is your only protection. The only way to protect yourself from legal and financial penalties is to establish and implement a plan for the maintenance, storage and destruction of your patient records.

This webinar will provide a general familiarization with the growing requirements for a well-run practice from the solo practitioner to the large institution and allow those responsible to identify areas where greater training and practice is needed.

In this webinar healthcare attorney, Richelle Marting will walk you through exactly how to protect yourself against violation penalties regarding the retention and destruction of your patient records. By completing this training, you'll walk away with clear actionable tools to protect yourself from violations for storing and destroying your healthcare records.

Areas Covered
  • The Medical Record - What is it? - it is a lot more than the clinical chart
    • What's included
    • The hard copy record
    • The electronic record
    • The marriage of hard copy and e-records
  • Record Retention - the Basics
    • Legal requirements
    • Professional guidance
    • Special circumstances: minority, incapacity, litigation
  • Maintaining Record Privacy
    • HIPAA
    • HITECH
    • Omnibus Rule
    • The Exposure Potential
  • Practice Changes - What is needed
    • Selling and closing the practice
  • Record Destruction
    • Time
    • Notice
    • How to destroy
    • What to destroy
    • Malpractice considerations
Who will Benefit
This live webinar is designed for Physicians, Practice Managers, healthcare consultants, medical records directors, health information directors, coders, business managers, office managers, nurses, hospital administrators, billing managers, release of records professionals, compliance managers and attorneys.
$300
Recorded Session for one participant
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  $450.00 Training CD
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  $550.00 Flash Drive
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  • Login to the audio conference on the scheduled date and time
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  • Download the Certificate of Attendance and Purchase Invoice from your OCP Account 24 hours after the completion of the session
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Recorded Session - How it works
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  • Upon purchase of the recorded session a link will be updated on your OCP Account within 24 hours
  • Please click on the link to access the Recorded Session
  • Presentation handouts in downloadable PDF format will be updated on your OCP Account within 24 hours of the purchase of the product
  • Download the Certificate of Attendance and Purchase Invoice from your OCP Account after 48 hours of the product Purchase
  • Please share your valuable Feedback at the end of the session
Instructor Profile:
Richelle Marting is an attorney in the Kansas City area and focuses her practice on regulatory compliance and healthcare reimbursement. She has administrative and compliance experience in the long term care, ambulatory surgery, medical group, and private practice settings with multi-specialty providers. She is a Registered Health Information Administrator and certified professional coder with first-hand knowledge of the medical record challenges healthcare organizations face.

Richelle assists HIPAA covered entities and business associates in developing compliant, practical policies and procedures, advises organizations through the process of investigating complaints and reporting breaches, and has guided multiple organizations through mock and official Office for Civil Rights audits. She has extensive experience performing security risk assessments for both covered entities and business associates, has served as an expert in both privacy and reimbursement litigation matters, received national awards from the American Health Information Management Association and Health Information and Management Systems Society, and is active in local professional associations.
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