How Long Do I Keep my Patient's Medical Record? Disposition of Records and Records Retention, Including Electronic Records

Instructor: Mark R Brengelman
Product ID: 704718
  • Duration: 60 Min
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This training program will break down the legal and contractual requirements for medical records retention. It will identify what information is mandated to be in a specific health care practitioner’s medical record and discuss facility rules as applied to the individual health care practitioner. The program will also discuss electronic records confidentiality, retention, and disposition.

Why Should You Attend:

Working in today’s diverse, fast-changing, multidisciplinary health care environment often presents administrative and compliance challenges to the professional that are not easy to navigate. 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 the majority of medical records moving to an electronic format, special rules now exist with regard to the confidentiality, security, retention, and disposition of electronic medical records.

In this webinar, attendees will learn to identify and apply these 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. Beyond the technical requirements of HIPAA, this program offers an objective, thorough review of the sources of requirements for the retention and disposition of medical records as well as instruction for the individual health care practitioner and the health care facility as an organization.

Learning Objectives:

  • Sources of legal requirements for medical records retention
  • Sources of contractual requirements for medical records retention
  • Information mandated to be in a specific health care practitioner’s medical record
  • Facility rules as applied to the individual health care practitioner
  • Electronic records confidentiality, retention, and disposition
  • Professional wills and business succession plans for the health care practitioner to govern the retention of medical records
  • Reasons for creating and implementing a medical records policy for the health care practitioner’s withdrawal from practice, incapacity, or death

Areas Covered in the Webinar:

  • Legal requirements for medical records retention
  • Contractual requirements for medical records retention
  • Applying facility rules to the individual health care practitioner
  • Handling electronic records
  • Professional wills and business succession plans for the health care practitioner to handle medical records

Who Will Benefit:

  • Licensed health care practitioners in private practice
  • Medical directors of health facilities
  • Office managers and medical directors of private medical offices
  • Health care law attorneys
  • Corporate counsel in health care
  • Health care administrators

Instructor Profile:

Mark R Brengelman has worked as the assigned counsel to numerous health professions licensure boards as an Assistant Attorney General for the Commonwealth of Kentucky. Moving to private practice, he now helps private clients in health care in a wide variety of contexts.

He graduated with both Bachelor's and Master's degrees in philosophy from Emory University in Atlanta. He then earned a Juris Doctorate from the University Of Kentucky College Of Law. In 1995, he became an assistant attorney general and focused in the area of administrative and professional law where he represented multiple boards as general counsel and prosecuting attorney.

Mr. Brengelman is a frequent participant in continuing education and has been a presenter for over twenty national and state organizations and private companies, including webinars and in-person seminars. These national and state organizations include the Kentucky Bar Association, the Kentucky Office of the Attorney General, and the National Attorneys General Training and Research Institute.

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Refund Policy

Registrants may cancel up to two working days prior to the course start date and will receive a letter of credit to be used towards a future course up to one year from date of issuance. ComplianceOnline would process/provide refund if the Live Webinar has been cancelled. The attendee could choose between the recorded version of the webinar or refund for any cancelled webinar. Refunds will not be given to participants who do not show up for the webinar. On-Demand Recordings can be requested in exchange.

Webinar may be cancelled due to lack of enrolment or unavoidable factors. Registrants will be notified 24hours in advance if a cancellation occurs. Substitutions can happen any time.

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