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Work-from-Home Record Retention Rules for Hospice & Home Care Providers (Webinar $149*)
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Work-from-Home Record Retention Rules for Hospice & Home Care Providers (Webinar $149*)
Work-from-Home Record Retention Rules for Hospice & Home Care Providers (Webinar $149*)


When: Access Live or On-Demand
12:00 - 1:30 PM Arizona
Where: Webinar
United States

Phone: (406) 442-2585


For More Info or to Register, click here.

Available as a live or on-demand webinar.  
AHPCO Members enjoy a $200 discount on the pricing.


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.


  • 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

Take-Away Tool Kit 

  • 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

Who Should Attend

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.



Nancy Flynn, Founder & Executive Director, The ePolicy Institute
A recognized expert on workplace policy, communication, and compliance, Nancy Flynn is the founder and executive director of The ePolicy Institute, Business Writing Institute, and Marijuana Policy Institute. Nancy is a professional trainer, policy writer, and consultant who helps employers worldwide minimize potentially costly electronic risks, including lawsuits and regulatory fines.  Nancy is the author of 13 books, including Writing Effective E-Mail, The ePolicy Toolkit, and The Social Media Handbook. A popular speaker, she conducts onsite and online training for hospices, home care companies, hospital systems, healthcare companies, and other organizations worldwide. She also serves as an expert witness in litigation related to electronic and workplace policies and procedures.


   AHPCO Members
 Live Version or Archived** Version  $149
 Both Live and Recorded  $179

Non-Members add $200 to the above pricing.  Not a Member? Join Today!

**The archived version is a recording of the live webinar, including audio, visuals, and handouts. Includes the presenter’s email address for questions. The Archived Version is available 1 week after the Live Webinar and expires 6 months after the live program date.



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