How Long Should I Keep My Patients' Medical Records?

Recorded Webinar | Mark Brengelman | From: Feb 19, 2021 - To: Dec 31, 2021

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How Long Should I Keep My Patients' Medical Records? Disposition of Records and Records Retention for Medical Records, Including Electronic Records

Working in today's diverse, fast-changing, multidisciplinary health care environment, record-keeping varies greatly from a health care professional to a health care professional.

In addition to 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 is also kept by the professional, such as supervisory agreements with other professionals subordinate to them as well as their own unique record content requirements.

The professional should attend to understand a broad perspective on the many sources of requirements for the retention and disposition of medical records across the spectrum of health care, both legal and private/contractual requirements.
One area covered specifically concerns electronic records such as when mental health services are offered over the internet, 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 the sources of rules that govern the confidentiality, retention, and disposition of medical records, there are other sources of requirements for compliance with facility laws and contractual agreements.

In addition to state law requirements, 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 that could revoke the professional.

Ten minutes will be reserved for Q and A at the end of the webinar, and e-mail questions may be submitted to the presenter.

Areas Covered in the Session:-

Based upon the content of this program, you will be able effectively:

  • To know sources of legal requirements for medical records retention
  • To identify sources of contractual requirements for medical records retention
  • To state what information is mandated to be in a specific health care practitioner's medical record
  • To understand facility rules as applied to the individual health care practitioner
  • To update electronic records confidentiality, retention, and disposition
  • To focus on professional wills and business succession plans for the health care practitioner to govern the retention of medical records
  • To grasp reasons for creating and implementing a medical records policy for the health care practitioner's withdrawal from practice, incapacity, or death.

Why should you attend this webinar?

You should attend this webinar to cover the following benefits and applications of this material:

  • Detailed speaker information to integrate education, training, and experience with detailed course objectives and disclaimers
  • Sources of legal requirements for medical records retention
  • Sources of contractual requirements for medical records retention
  • What information is mandated to be in a 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
  • Creating and implementing a medical records policy for the health care practitioner's withdrawal from practice, incapacity, or death

Who can Benefit:-

  • Individual health care practitioners
  • Health care attorneys
  • Corporate counsel in health care
  • Corporate compliance officers,
  • University faculty in health care.

Mark Brengelman

Mark 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 a wide variety of contexts who are professionally licensed.

Mark became interested in the law when 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, Mark 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.

Mark is a frequent participant in continuing education and has been a presenter for over thirty national and state organizations and private companies, including webinars and in-person seminars.  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.