Physician Practice Model Compliance Plan / Lax record discard or destruction policy can be costly for your practice

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Note:  The following article synopsis was NOT provided by HCPro. It was created by Find-A-Code/innoviHealth.

Article Overview

This article explains why medical practices need a disciplined record retention and destruction approach, and how over-retention can create compliance, privacy, audit, and storage problems. It is aimed at physician practices and compliance staff seeking general guidance on retention timelines, secure disposal, and documentation of destruction across paper and electronic records.

Why This Topic Matters

Improper handling of retained records can increase audit exposure, privacy risk, and storage costs, while also complicating practice transitions such as mergers or sales. A clear policy helps practices reduce risk and support compliance with applicable requirements.

What You Will Learn

  • Why keeping records longer than necessary can create compliance and privacy risk
  • How retention and destruction policies fit into practice compliance programs
  • What broad categories of records may be subject to retention requirements
  • Why secure destruction and documentation of destruction matter
  • How record retention practices affect audits, litigation holds, and practice transitions

Who Should Read This

  • Physicians
  • Medical practice managers
  • Compliance officers
  • Health information management staff
  • Billing and administrative staff

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