Home > Trainings > Recorded Webinars > Keeping Secrets Beyond HIPAA: How to Maintain and Dispose of Patient Medical Records
Processing, please wait
  • Keeping Secrets Beyond HIPAA: How to Maintain and Dispose of Patient Medical Records

    Product id MOHA3456
Speaker Mohan Kumar H S
Level Basic & Intermediate & Advanced
Duration 60 Mins
  • Description
  • Why should you attend
  • Areas covered
  • Who will benefit
  • Speaker


Learn to identify and apply differing and conflicting rules with respect to the specific health care practitioner, the specific health care facility practice and the emerging rules and regulations for electronic medical records confidentiality, security and disposition. In addition to these clinical requirements of a specific profession, additional state laws set forth the content and retention of other types of records, other than clinical records of a patient, that are also kept by the professional, such as supervisory agreements with other professionals subordinate to them as well as their own unique record content requirements.
One area covered specifically about electronic record recognizes that while psychotherapy and mental health services are ideal treatments to offer over the internet, that is, by simultaneous audio-visual transmission between the doctor and the patient, the risks of breaches of confidentiality also vastly increase. And when the successful doctor-patient relationship is over, how does the health care practitioner providing a mental health service dispose of these electronic records?
In addition to state law requirements for the specific retention and disposition of clinical medical records, how long should the health care practitioner retain records for the possible, future defense of a malpractice claim for negligent treatment? Or to retain such medical records when the patient is a minor? Or to defend a possible complaint and disciplinary action by a state regulatory agency which could revoke the professional license of the practitioner?
Finally, while HIPAA provides for broad protections of privacy, state laws govern the confidentiality of the information provided in the context of a doctor-patient relationship. Tour the applicable evidentiary rules that cover confidentiality under state law.

Why should you attend

In the complex environment of a medical office or health care facility, with many different health care practitioners, individual practitioners and directors at those offices and facilities may be confused on how long to retain and whether to dispose of medical records.
Does having digital records require records to be kept indefinitely or does it simply allow it? Differing and even conflicting sources of requirements exist for the retention and disposition of medical records, which may vary based upon the specific health care practitioner. With much of medical records moving to an electronic format, special rules now exist regarding the confidentiality, security, retention and disposition of electronic medical records.
Once information has been recorded in the patient medical record, what rules apply to prevent a release of private information beyond what is mandated by HIPAA? Take a tour of the most common legal rules requiring patient confidentiality as an evidentiary privilege under state law.

Areas covered

     Sources of legal and contractual requirements for medical records retention
    What information is mandated to be in a specific health care practitioner’s medical     record
    Electronic records confidentiality, retention and disposition
    State laws creating evidentiary privileges covering the doctor-patient relationship under applicable rules of evidence

Who will benefit

    Office managers at medical offices
    Medical directors at healthcare facilities (hospitals, etc)
    Directors of medical records departments at healthcare facilities


A regulatory, training, and technical documentation consulting firm. Charles is a management consultant, instructional designer and regulatory consultant and has led C. H. Paul Consulting, Inc. since its inception over 25 years ago. He regularly consults with Fortune 500 pharmaceutical, medical device, and biotechnology firms assisting them in achieving human resource, regulatory, and operational excellence. He is a regular presenter of webinars and on-site seminars in a variety of related subjects from documentation development to establishing compliant preventive maintenance systems.