Avoid Medical Records Penalties for Retention/Destruction Violations

Length: 60 minutes Expert: Jennifer Searfoss, Esq.

Your old patient and business files could be ticking time bombs just waiting to go off, and both paper and electronic files are equally dangerous. Accurately maintaining, storing and in some cases destroying these records is your only protection.

Believe it or not, you don’t have to keep ALL of your records forever. In fact, the longer you hold on to your patient and business files the more prone they are to unauthorized access or even theft. The only way to protect yourself from legal and financial penalties is to establish and implement a plan for the maintenance, storage and destruction of your patient records.

That’s where healthcare attorney, Jennifer Searfoss, Esq, CPOM, CHCI, CMCS, comes in. She put together a 60-minute training session that will walk you through exactly how to protect yourself against violation penalties regarding the retention and destruction of your patient records. By completing this training, you’ll walk away with clear actionable tools to protect yourself from violations for storing and destroying your healthcare records.

REAL CASES: Getting fined for incorrectly storing or destroying records really happens to practices just like yours. Recent news has included multiple cases where medical records were destroyed or accessed inappropriately, leaving the violating medical practices and hospitals left to pay fines from $125K up to $3.5 million.

Here are just a few of the proven tactics you’ll receive by completing this practical, 60-minute online training:

  • Develop a compliant retention plan to protect yourself from different record categories
  • Identify records you should never destroy, and what to do if they accidentally are
  • Easy record classifications to quickly determine appropriate retention periods
  • Specific questions to ask before eliminating ANY old patient or business records
  • Plain-English breakdown of federal and state law retention and destruction guidelines
  • Implement proper patient record procedures when closing or selling your practice
  • And so much more…

Who This Is For: Physicians, practice managers, compliance managers, health care consultants and medical practice and facility executives at hospitals, clinics, medical groups, consulting firms, billing companies, transcription companies – basically ANYONE that has access to personal patient information.

Managing the retention and destruction of your medical and business records is not an easy task. You must comply with state and federal minimum retention lengths of time, HIPAA, Medicare, provider licensing law, and malpractice.

You can get the help you need to protect your practice. Remember, the more records you keep, the harder it is to keep them secure. Find out how to protect your patients’ and practice’s private information and yourself from penalties and violations. Don’t wait, order this training session today.

Meet Your Expert

Jennifer Searfoss
Esq.Chief Legal and Compliance Officer

As the Chief Legal and Compliance Officer for U.S. Foot and Ankle Specialists, Jennifer Searfoss, Esq. leads and manages the legal and compliance functions for the MidAtlantic group.

Jennifer has always been passionate about helping physicians improve their compliance. As the Founder and CEO of the Searfoss Consulting Group (SCG Health), she focused on improving providers quality measurements. Prior to taking on the role as entrepreneur, Jennifer was the Vice President of External Provider Relations for UnitedHealthcare where she reviewed and approved education programs for commercial and Medicare physicians.

Her background in legal and compliance began with the accomplished foundation of serving the Medical Group Management Association (MGMA) as the External Relations Liaison. In addition to coordinating MGMA advocacy, she also was the Government Affairs Representative for the Eastern & Southern Sections.

Jennifer has had the pleasure of teaching health care law at the University of Maryland, Baltimore County and health care policy at George Washington University. She received her undergraduate degree in health science and policy from the University of Maryland, Baltimore County and law degree from the University of Maryland. She is a member in good standing of the Maryland bar since 2005. Jennifer, her husband and their two fuzzy children (a cat and a dog) reside in Northern Virginia.


It was relatable, specific, and easily digested information.
Primary One Health, Compliance Officer