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HHWN: Record Retention Rules for Hospice & Home Care Providers
Tuesday, October 13, 2020, 12:00 AM - 1:30 PM PST
Category: Live Webinar

9:00 am – 10:30 am HST
11:00 am – 12:30 pm AKT
12:00 pm – 1:30 pm PT
1:00 pm – 2:30 pm MT
2:00 pm – 3:30 pm CT
3:00 pm – 4:30 pm ET

You can’t afford to leave record retention to chance. Join us to learn the latest in preserving, protecting, producing, and purging medical records including PHI, ePHI, and PII. Ensure your agency is minimizing risks and maximizing compliance.


  • Manage electronic and paper records effectively and compliantly
  • Distinguish between business records and non-records
  • Define and defend HIPAA’s 18 identifiers, PHI, ePHI, PII, and ESI
  • Adhere to HIPAA’s Privacy Rule and Security Rule
  • Write effective record retention policy and procedures
  • Ensure work-from-home staff comply with record rules
  • Determine record lifecycles and produce effective deletion schedules
  • Establish record rules for mobile devices/BYOD
  • Educate everyone—including work-from-home staff—about record rules
  • Block exposure of records on social media
  • Safeguard records with technology tools
  • Minimize potentially costly consequences of record mismanagement
  • Put best practices-based compliance tips and tools to work


Mismanaged, misplaced, or missing medical and business records are more than a nuisance. They are a liability for all hospice and home care providers. Agencies are required to preserve, protect, produce, and purge the following types of records: 

  • Protected health information (PHI)
  • Electronic protected health information (ePHI)
  • Personally identifiable information (PII)
  • Any other business-critical information in compliance with HIPAA, federal legislation, state data breach notification laws, and e-discovery guidelines

Best practices call for healthcare organizations to establish strategic record management programs, complete with comprehensive record retention policy and procedures. Failure to safeguard PHI and ePHI could lead to HIPAA investigations, financial penalties, and disgruntled patients. Mismanagement of business records, including PII and electronically stored information, could trigger million-dollar lawsuits, damaged reputations, and decreased revenues. Compliance with federal/state laws and HIPAA’s Privacy Rule & Security Rule is mandatory. Attend this program to learn best practices-based strategies for effective record management. You’ll leave with a package of valuable tools, including a sample record retention policy, record retention guidelines, and an informative whitepaper to help your organization manage records, minimize risks, and maximize compliance.

Attendance certificate provided to self-report CE credits.


This informative session is a must for records managers, information managers, office managers, compliance personnel, human resources staff, administrators, and anyone charged with managing the organization’s electronic and paper records. Lawyers, IT professionals, and privacy officers serving the healthcare industry will also benefit.


  • Sample policy: Record Retention Policy for the Healthcare Industry
  • Guidelines: Record Retention Guidelines for the Healthcare Industry
  • Whitepaper: Record Retention Rules for the Healthcare Industry

This webinar is available exclusively through the Hospice & Home Care Webinar Network.

PLEASE NOTE: Webinar content is subject to copyright and intended for your individual organization's use only.

Photo Nancy Flynn


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