Work-from-Home Record Retention Rules for Hospice & Home Care Providers

Date/Time: 10/13/2020, 9:00 am - 4:30 pm

Provider: FHPCA

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9:00 am – 10:30 am HST
11:00 am – 12:30 pm AKT
12:00 pm – 1:30 pm PT
1:00 pm – 2:30 pm MT
2:00 pm – 3:30 pm CT
3:00 pm – 4:30 pm ET

With so many employees working remotely, the record retention risks facing hospices and home care providers are greater than ever. Join us to learn the latest in retention policy and procedures for work-from-home employees. Ensure your agency is minimizing risks and maximizing compliance.


  • Govern remote staff’s retention of records on personal devices, sites, and accounts
  • Write effective work-from-home record retention policy and procedures
  • Ensure work-from-home staff comply with record retention rules
  • Manage electronic and paper records effectively and compliantly from home
  • Establish rules for remote use of mobile devices/BYOD
  • Educate work-from-home staff about record retention rules
  • Block the exposure of records on social media
  • 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
  • Determine record lifecycles and produce effective deletion schedules
  • Safeguard records with home-based technology tools
  • Minimize potentially costly consequences of record mismanagement
  • Put best practices-based compliance tips and tools to work


Have you updated your record retention policy and procedures for work-from-home employees? In the age of COVID-19, best practices call for updated record retention policy governing remote staff’s use and retention of records via personal devices, sites, and accounts. With so many employees working remotely, the risks facing hospices and home care providers are greater than ever. Mismanaged, misplaced, or missing medical and business records are more than a nuisance, they are a liability. 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, for all employees, including those working from home. 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 (ESI), could trigger million-dollar lawsuits, damaged reputations, and decreased revenues. You can’t afford to leave remote record retention to chance. Compliance with federal/state laws and HIPAA’s Privacy Rule and Security Rule is mandatory. Attend this program to learn best practices-based strategies for effective work-from-home record management. You’ll leave with a package of valuable tools, including a sample policy, guidelines, and an informative whitepaper to help your organization manage records, minimize risks, and maximize compliance.

Attendance certificate provided to self-report CE credits.


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.


  • Sample policy: Record Retention Policy for the Healthcare Industry
  • Guidelines: Record Retention Guidelines for the Healthcare Industry
  • Whitepaper: Record Retention Rules for the Healthcare Industry

This webinar is available exclusively through the Hospice & Home Care Webinar Network.

PLEASE NOTE: Webinar content is subject to copyright and intended for your individual organization’s use only.

Photo Nancy Flynn


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