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Electronic Business Records: Seven Steps for Effective & Compliant Management
Tuesday, June 23, 2026, 3:00 PM - 4:30 PM EDT
Category: Workshop

Bring order, consistency, and legal defensibility to your e-records across every platform. This timely presentation will address the full spectrum of electronic business records, from email and EHR-related communication to AI-generated content, social media, mobile messages, Zoom and Teams chats, apps, instant messaging, texting, and web activity. Failure to properly manage electronically stored information increases exposure to HIPAA penalties, lawsuits, sanctions, and audits—clear policies, staff education, and the right technology are essential safeguards.

KEYWEBINAR TAKEAWAYS:

  • Best practices-based records retention policy
  • Safeguarding E-PHI in compliance with HIPAA’s privacy and security rules
  • Managing electronic business records generated by email, AI, social media, and other tech tools
  • Minimizing legal risks triggered by inappropriate, illegal, and offensive content

BONUS MATERIALS:

  • Records retention rules: Best Practices for Preserving, Protecting, Producing & Purging E-Business Records
  • Sample records retention policy for the healthcare industry
  • Sample confidential and sensitive information policy for the healthcare industry

WEBINAR DETAILS: Are you confident your organization is retaining email and other electronic business records in compliance with HIPAA, the law, regulatory rules, and organizational guidelines? Not long ago, email messages were the only electronic business records healthcare providers needed to concern themselves with. No longer. Today, you also must manage records generated by AI/ChatGPT, social media, mobile devices, Zoom, Teams, apps, instant messaging, texting, and the web. Failure to preserve, protect, produce, and purge electronically stored information (ESI) in a timely and lawful manner could result in protracted lawsuits, costly court sanctions, HIPAA fines, or regulatory audits. Formal policies, employee education, and best-in-class technology tools are key to compliant records management. Don’t leave records management to chance. In this session, we’ll reveal a seven-step strategy for the effective, compliant management of e-business records. Take away tools include two sample policies that your organization can put to work immediately to effectively manage records.

THIS WEBINAR WILL BENEFIT THE FOLLOWING AGENCIES: Hospice, Home Care, Home Health, Palliative Care

WHO SHOULD ATTEND?

  • Records Management/Information Governance
  • Legal, Compliance, HR, Training
  • IT
  • Managers, Administrators, and Supervisors

MEET THE PRESENTER: Nancy Flynn

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NOTE: All materials are subject to copyright. Transmission, retransmission, or republishing of any webinar to other agencies or those not employed by your agency is prohibited. Print materials may be copied for eligible participants only.