Head Off Medical Records Retention/Destruction Violations


You must comply with state and federal minimum medical and business record retention and destruction requirements (HIPAA, Medicare rules, provider licensing laws, malpractice requirements, etc.) to avoid serious violations and thousands of dollars in fines.

Both paper and electronic files are equally at risk. Medical Records Tactics.

To significantly reduce your chances of getting hit with a violation, join healthcare attorneys, Daphne Kackloudis, Esq. and Ashley Watson, Esq. for a 60-minute online training.

During this training, you’ll learn EXACTLY how to protect yourself against penalties regarding the retention and destruction of your patient and business records.

You’ll walk away from this live training with clear, actionable tools to protect yourself from violations for storing and destroying these records, too.

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

  • Develop a bulletproof 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 you can use 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 should attend: ANYONE who has access to personal patient information (i.e. Physicians, practice managers, compliance managers, healthcare consultants and medical practice and facility executives at hospitals, clinics, medical groups, consulting firms, billing companies, transcription companies, etc.)

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 how to protect yourself from penalties and violations. Medical Records Tactics.

Don’t wait, sign up for this online training session today.Medical Records Tactics.

Meet Your Experts

Daphne Kackloudis
Esq.Partner at Brennan, Manna & Diamond

Daphne heads the BMD Columbus office’s health care practice. One of her areas of practice is the nexus between traditional health care legal services and health care public policy. Daphne regularly advises health care clients, including providers and provider trade associations, regarding business and practice strategies impacted by federal and state health care reform initiatives, as well as service delivery and payment reform. She also advises clients regarding reimbursement, policy, and coverage matters. Additionally, Daphne has in-depth knowledge of Medicaid, behavioral health, and child welfare policy.

Prior to joining Brennan, Manna & Diamond, Daphne served as Senior Advisor for a health care consulting company; held policy positions in the Ohio Department of Medicaid, including leading Ohio Medicaid’s interaction with the Centers for Medicare & Medicaid Services and overseeing various components of Ohio Medicaid policy. She also served as director of state and local government relations for Nationwide Children’s Hospital in Columbus, OH. Daphne graduated cum laude from Capital University Law School and Indiana University, and is licensed to practice law in Ohio.

Ashley Watson
Esq.Associate in BMD's Columbus Office

Ashley is an associate in BMD’s Columbus office whose practice focuses primarily on Healthcare and Hospital law. Ashley graduated from The Ohio State University Moritz College of Law in 2017 and also has her Master’s in Art History and Museum Studies from Case Western Reserve University.


Great wealth of information regarding medical records retention/destruction. I enjoyed the training!
Vanessa Clark
Senior Office Assistant, DCO
Laid out very well. The help desk was great and got me logged in ontime to watch the webinar.
Kyle Fromm
It was a good overview of the Privacy Rule.
Bryan Kinder
Director Q&S, Envision Radiology
I thought it was very informative. I am new to the position and this helped me with the destruction laws for medical information.
Babette Mooney
Medical Records Secretary, Edgewood Retirement Community
Very Informative.
Tonia Moore
Practice Manager, Responder Support Services