Transferring Medical Records Between Providers

$149.00

SKU: 410466

Description

Stay compliant when transferring medical records.
Health care providers must navigate a myriad of laws, rules, and regulations that impact their duties pertaining to custodianship, retention, and transfer of medical records. While the provider deals with retention and custodianship requirements on a daily basis, understanding the implications of a wrongful transfer of medical records may not be as common. These issues are especially important in dealing not just with the patient and their request for transfer of medical records but when dealing with third parties who may require them. These instances can include providers sharing records in a shared patient situation or a formal health information exchange, another provider assuming custody and control of the medical records in lieu of the retirement of a provider or the closing of a health care entity, due diligence issues when a provider is a party to a business transaction, or how to respond to audits or other demands from governmental and payor parties. This topic will provide an analysis of how a provider may appropriately plan for, coordinate, and transfer medical records in various instances. It will address common mishaps that arise in this process and how to respond when they occur. It is imperative to recognize the duties involved with maintaining medical records and the repercussions if those duties are not met.

Date: 2023-03-14 Start Time: 1:00 PM ET End Time: 2:05 PM ET

Learning Objectives

* You will be able to describe what constitutes a medical record and the required retention rules.

* You will be able to explain federal and state HIPAA and confidentiality requirements.

* You will be able to identify the best practices in preparing and transferring medical records.

* You will be able to review how to handle a medical record transfer in common situations.

Introduction
• What Constitutes a Medical Record
• Custodianship Requirements Including Retention Periods
• What Can Go Wrong When Transferring Medical Records

HIPAA, Confidentiality, and Patient’s Rights
• Federal and State HIPAA Requirements
• Other Federal and State Confidentiality Requirements
• Consequences of Violation of Federal and State Law

Analysis of How to Handle Medical Record Transfer in Common Situations
• Shared EMR and HIE Arrangements
• Sale or Closure of a Health Care Provider
• Due Diligence in Transactions Involving Health Care Providers
• Responding to Governmental and Payor Audits and Subpoenas

Conclusion
• Best Practices in Preparing for and Transferring Medical Records
• Understanding the Limitations of Transfer
• Final Recommendations

ACHE ,CLE (Please check the Detailed Credit Information page for states that have already been approved) ,HFMA ,Additional credit may be available upon request. Contact Lorman at 866-352-9540 for further information.

Jeffery P. Drummond-Jackson Walker L.L.P., Patrick D. Souter – Gray Reed & McGraw LLP