Document/File Retention Plan: A Must for Providers

Event Information
Product Format
Prerecorded Event
60 Minutes
Product Description

As Providers, It is Important for you to Make a Proper Retention Plan for Incoming Documents/files.

The prospect of being faced with future audits, inquiries and lawsuits makes physicians and other providers maintain all paper and electronic records forever. This is not a very practical alternative as paper and electronic files keep on coming in practices and facilities and take up space; open to unauthorized access or even theft. Also, various documents have definitive shelf life. Thus, it is necessary for providers to establish and implement a plan which talks about how and when documents and files need to be maintained, stored or destroyed.

However, it’s difficult to establish timeframes without knowledge of applicable retention standards. Many state and federal laws impact the retention length of time including HIPAA, Medicare and provider licensing laws. Other considerations such as statutes of limitation and malpractice insurance requirements also impact the retention/destruction decision. Unfortunately, the various laws and other standards impose varying minimum retention periods for different types of documents.

This conference by Wayne J. Miller, Esq. will outline the laws and other issues impacting a health care document retention plan. You will find out how a program can be designed in a practical way to address myriad requirements. Also, special considerations in storing and destroying medical and other health care records and in closing and transfer of offices or facilities will be discussed.

Session Highlights:

  • What do federal and state laws say about record retention?
  • Does HIPAA require medical records to be maintained forever?
  • How to develop a retention plan
  • How to classify records to determine appropriate retention periods
  • Cautionary steps to take before eliminating old patient records
  • Best practices for proper file storage and destruction
  • Who is responsible for records when a provider closes or sells out?

Who should attend?

  • Hospitals
  • Physicians
  • Practice managers
  • Medical groups
  • Health care consultants and medical practice and facility executives

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About Our Speaker

Wayne J. Miller - Healthcare Compliance Expert

Wayne J. Miller, Esq., is a founding partner of the Compliance Law Group, Los Angeles, a law firm focused on health care industry legal compliance for clients nationwide. Wayne has practiced healthcare business and regulatory law throughout his 30-year career. His firm represents a wide range of healthcare industry clients throughout the nation. He is a frequent speaker for The Coding Institute national teleconferences on healthcare reimbursement, transactional and regulatory...   More Info
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