Welcome solo and group practice owners! We are Liath Dalton and Evan Dumas, your co-hosts of Group Practice Tech.

In our latest episode, we chat about record retention requirements, both under HIPAA and under state law. 

We discuss the record retention requirement for HIPAA; the actual client medical record requirements under state law; the difference between documentation of HIPAA compliance activities and maintaining client records; considerations for destroying records, (paper and electronic); how to document destroyed records; where to find record retention requirements for your state; and what should be in a client’s record.

PCT Resources:

PCT’s Group Practice Care Premium service  with direct support & consultation service, Group Practice Office Hours, for group practice leaders  plus:

  • assignable staff HIPAA Security Awareness: Remote Workspaces training for all team members 
  • access to Remote Workspace Center with step-by-step tutorials & registration forms for securing documenting Remote Workspaces
  • assignable staff HIPAA Security Awareness: Bring Your Own Device training

Learn more about record retention; full documented *formal* and in-practice compliance with the HIPAA Security Rule; the Availability Standard:

9 CE Credit Hours



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