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The Legal Pitfalls of Record Retention
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9/20/2016
When: Tuesday, September 20, 2016
2:00PM-3:00PM
Where: Online Webinar
United States
Contact: Megan Fournier
617-482-8830


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There are over 20 regulations that govern the retention of records!  It’s critical that home health administrative, financial, billing and support staff who manage HR records, medical records and other business information understand these regulations.  Health Information expert Joan Usher will explain how proper management of a records retention schedule allows business operations to run efficiently and effectively.  Joan will review the types of documents that should be maintained (e.g. administrative, operations, billing, employee/personnel, financial, and medical) and the length of required retention by document. 

Proper management of a records retention schedule allows business operations to run efficiently and effectively.  Let Joan Usher show you how with this 60-minute webinar designed specifically for administrative, financial, billing and support staff who maintain human resource records, medical records, and other business information. Joan will review the types of documents that should be maintained (e.g. administrative, operations, billing, employee/personnel, financial, and medical) and the length of required retention by document. 

Legal Pitfalls of Record Retention takes things to the next level with methods and processes for proper storage & retention of medical records AND all of the records maintained in your home health agency or hospice. With so many regulations affecting different aspects of our businesses, ignorance is not an option.  It’s imperative that your agency staff is prepared with a compliant record retention strategy.  Make sure you are ready for the next audit or OIG investigation. Register today!


Objectives: 
1. Understand why establishing a retention schedule is necessary for an effective and legal record management program
2. Review regulations governing retention process including SOX (Sarbanes-Oxley decision)
3. Learn a 6-step process for creating an effective retention schedule
4. Provide an overview of some of the MAJOR types of documents and the retention periods kept by most agencies

Outline:
Describe the definitions of legal record, business record, designated records set under HIPAA
Purpose & benefits of a retention schedule are presented 
There are more than 20 separate regulations that govern retention of documents.  A brief review of each regulation will be presented
o HIPAA; OSHA; FLSA; ERISA; Sarbanes – Oxley Act; Gramm-Leach-Bliley Act
Follow the 6 steps in developing the program for both paper and electronic records
Brief review of the major documents stored and a sample retention period
Proper destruction of both paper and e-records will be discussed


About the Presenter: 
Joan Usher, BS, RHIA, ACE, President, JLU Health Record Systems is a nationally recognized health information management expert. She has been a home health consultant for over 30 years. She is an AHIMA Approved ICD-10-CM trainer and she has educated more than 15,000 people nationwide on coding, OASIS and Health Information Management topics. Joan is past president of the Massachusetts Health Information Management Association (MaHIMA) and is a Board of Director for the Home Care Alliance of MA and Hospice & Palliative Care Federation of MA.  Joan's webinars consistently earn outstanding reviews from participants.

Can’t make a session?
Recordings will be available approximately 1 day after each session. Recording will be available to view online only by paid attendees for 2 weeks after the final session.

 

Members: $129/ Line

Non-Members: $195/ Line

To register click the link above. For any questions, please contact Megan Fournier at mfournier@thinkhomecare.org or at 617-482-8830

Cancellation Policy: Submit cancellation requests by email to Stephanie Drakes at sdrakes@thinkhomecare.org. $25 or 25% cancellation fee, whichever is more, between 7 days and 24 hours of event. No refund for same day cancellation or no-show. Refund assumes registration paid in advance. Unpaid registrations remain payable, adjusted only for approved cancellation as above.

NEW POLICY*: HCA of MA now requires that payment in advance. If we have not received payment before the event, you will be asked to provide it or proof of incoming payment in order to attend the meeting. Please be sure to send your open invoice to your accounting department so there are no problems.

Members: $95/ Line

Non-Members: $195/ Line

To register click the link above. For any questions, please contact Megan Fournier at mfournier@thinkhomecare.org or at 617-482-8830

Cancellation Policy: Submit cancellation requests by email to Stephanie Drakes at sdrakes@thinkhomecare.org. $25 or 25% cancellation fee, whichever is more, between 7 days and 24 hours of event. No refund for same day cancellation or no-show. Refund assumes registration paid in advance. Unpaid registrations remain payable, adjusted only for approved cancellation as above.

NEW POLICY*: HCA of MA now requires that payment in advance. If we have not received payment before the event, you will be asked to provide it or proof of incoming payment in order to attend the meeting. Please be sure to send your open invoice to your accounting department so there are no problems.

Members: $95/ Line

Non-Members: $195/ Line

To register click the link above. For any questions, please contact Megan Fournier at mfournier@thinkhomecare.org or at 617-482-8830

Cancellation Policy: Submit cancellation requests by email to Stephanie Drakes at sdrakes@thinkhomecare.org. $25 or 25% cancellation fee, whichever is more, between 7 days and 24 hours of event. No refund for same day cancellation or no-show. Refund assumes registration paid in advance. Unpaid registrations remain payable, adjusted only for approved cancellation as above.

NEW POLICY*: HCA of MA now requires that payment in advance. If we have not received payment before the event, you will be asked to provide it or proof of incoming payment in order to attend the meeting. Please be sure to send your open invoice to your accounting department so there are no problems.

Members: $95/ Line

Non-Members: $195/ Line

To register click the link above. For any questions, please contact Megan Fournier at mfournier@thinkhomecare.org or at 617-482-8830

Cancellation Policy: Submit cancellation requests by email to Stephanie Drakes at sdrakes@thinkhomecare.org. $25 or 25% cancellation fee, whichever is more, between 7 days and 24 hours of event. No refund for same day cancellation or no-show. Refund assumes registration paid in advance. Unpaid registrations remain payable, adjusted only for approved cancellation as above.

NEW POLICY*: HCA of MA now requires that payment in advance. If we have not received payment before the event, you will be asked to provide it or proof of incoming payment in order to attend the meeting. Please be sure to send your open invoice to your accounting department so there are no problems.

Members: $95/ Line

Non-Members: $195/ Line

To register click the link above. For any questions, please contact Megan Fournier at mfournier@thinkhomecare.org or at 617-482-8830

Cancellation Policy: Submit cancellation requests by email to Stephanie Drakes at sdrakes@thinkhomecare.org. $25 or 25% cancellation fee, whichever is more, between 7 days and 24 hours of event. No refund for same day cancellation or no-show. Refund assumes registration paid in advance. Unpaid registrations remain payable, adjusted only for approved cancellation as above.

NEW POLICY*: HCA of MA now requires that payment in advance. If we have not received payment before the event, you will be asked to provide it or proof of incoming payment in order to attend the meeting. Please be sure to send your open invoice to your accounting department so there are no problems.

Members: $95/ Line

Non-Members: $195/ Line

To register click the link above. For any questions, please contact Megan Fournier at mfournier@thinkhomecare.org or at 617-482-8830

Cancellation Policy: Submit cancellation requests by email to Stephanie Drakes at sdrakes@thinkhomecare.org. $25 or 25% cancellation fee, whichever is more, between 7 days and 24 hours of event. No refund for same day cancellation or no-show. Refund assumes registration paid in advance. Unpaid registrations remain payable, adjusted only for approved cancellation as above.

NEW POLICY*: HCA of MA now requires that payment in advance. If we have not received payment before the event, you will be asked to provide it or proof of incoming payment in order to attend the meeting. Please be sure to send your open invoice to your accounting department so there are no problems.

Members: $95/ Line

Non-Members: $195/ Line

To register click the link above. For any questions, please contact Megan Fournier at mfournier@thinkhomecare.org or at 617-482-8830

Cancellation Policy: Submit cancellation requests by email to Stephanie Drakes at sdrakes@thinkhomecare.org. $25 or 25% cancellation fee, whichever is more, between 7 days and 24 hours of event. No refund for same day cancellation or no-show. Refund assumes registration paid in advance. Unpaid registrations remain payable, adjusted only for approved cancellation as above.

NEW POLICY*: HCA of MA now requires that payment in advance. If we have not received payment before the event, you will be asked to provide it or proof of incoming payment in order to attend the meeting. Please be sure to send your open invoice to your accounting department so there are no problems.

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