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Product ID: 404728EAU
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Medical Record Retention and Destruction

OnDemand Webinar (88 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. 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. This overview is intended to 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.


Scott R. Cook, Kolesar & Leatham


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



• 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