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Record Retention Rules for Hospice & Home Care Providers (Webinar $149*)
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Record Retention Rules for Hospice & Home Care Providers (Webinar $149*)
Record Retention Rules for Hospice & Home Care Providers (Webinar $149*)

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When: Access Live or On-demand
12:00 - 1:30PM Arizona
Where: Webinar
United States

Phone: (406) 442-2585


 For more info or to register, click here
Available as a live or on-demand webinar.
AAHC Members Save $200 - Not a Member? Join Today!


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.



  • 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

Who Should Attend

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.



Nancy Flynn, Founder & Executive Director, The ePolicy Institute
A recognized expert on workplace policy, communication, and compliance, Nancy Flynn is the founder and executive director of The ePolicy Institute, Business Writing Institute, and Marijuana Policy Institute. Nancy is a professional trainer, policy writer, and consultant who helps employers worldwide minimize potentially costly electronic risks, including lawsuits and regulatory fines.  
Nancy is the author of 13 books, including Writing Effective E-Mail, The ePolicy Toolkit, and The Social Media Handbook. A popular speaker, she conducts onsite and online training for hospices, home care companies, hospital systems, healthcare companies, and other organizations worldwide. She also serves as an expert witness in litigation related to electronic and workplace policies and procedures.


*AAHC Members
Live Version or Archived** Version $149
Package (Both Live and Recorded Version) $179

Non-Members add $200 to the above pricing.  Not a Member? Join Today!


**The archived version is a recording of the live webinar, including audio, visuals, and handouts. Includes the presenter’s email address for questions. The Archived Version is available 1 week after the Live Webinar and expires 6 months after the live program date.




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