{"id":1038,"date":"2022-07-27T19:49:46","date_gmt":"2022-07-27T19:49:46","guid":{"rendered":"https:\/\/cariend.pdms.ca\/?p=1038"},"modified":"2025-03-27T19:21:57","modified_gmt":"2025-03-27T19:21:57","slug":"what-if-my-state-does-not-offer-guidance-for-medical-records-retention","status":"publish","type":"post","link":"https:\/\/www.cariend.com\/what-if-my-state-does-not-offer-guidance-for-medical-records-retention\/","title":{"rendered":"What If My State Does Not Offer Guidance for Medical Records Retention?"},"content":{"rendered":"<p>&nbsp;<\/p>\n<p><span data-contrast=\"auto\">Medical records <a href=\"https:\/\/securerecordssolutions.com\/are-you-ready-to-become-an-expert-on-records-retention-policies\/\">retention<\/a> is a top concern for medical providers everywhere. There are a host of reasons why retention matters, but there is no one set of federal guidelines for all hospitals, doctors, and physicians across the country to incorporate and adhere to. HIPAA guidelines set rules for retaining certain records at the federal level, but for personal medical information, it\u2019s left to the individual states.\u00a0<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">\u00a0<\/span><\/p>\n<p><span data-contrast=\"auto\"><img decoding=\"async\" class=\" wp-image-1058 alignleft\" src=\"https:\/\/www.cariend.com\/wp-content\/uploads\/2022\/07\/Medical_Records_Retention_Guidance-3-e1660067431263-300x177.png\" alt=\"Medical Records Retention Map By State\" width=\"495\" height=\"292\" srcset=\"https:\/\/www.cariend.com\/wp-content\/uploads\/2022\/07\/Medical_Records_Retention_Guidance-3-e1660067431263-300x177.png 300w, https:\/\/www.cariend.com\/wp-content\/uploads\/2022\/07\/Medical_Records_Retention_Guidance-3-e1660067431263-1024x603.png 1024w, https:\/\/www.cariend.com\/wp-content\/uploads\/2022\/07\/Medical_Records_Retention_Guidance-3-e1660067431263-768x452.png 768w, https:\/\/www.cariend.com\/wp-content\/uploads\/2022\/07\/Medical_Records_Retention_Guidance-3-e1660067431263-1536x905.png 1536w, https:\/\/www.cariend.com\/wp-content\/uploads\/2022\/07\/Medical_Records_Retention_Guidance-3-e1660067431263-2048x1207.png 2048w, https:\/\/www.cariend.com\/wp-content\/uploads\/2022\/07\/Medical_Records_Retention_Guidance-3-e1660067431263.png 2000w\" sizes=\"(max-width: 495px) 100vw, 495px\" \/>The problem? Some states offer thorough retention guidance that\u2019s straightforward and clear and applies to all care providers, but these states are the exception, not the rule. More than half the states offer incomplete retention guidance by only enforcing retention for hospitals but not private practices or by offering vague or conflicting language, or separate standards depending on the type of care or records. Some states don\u2019t offer guidance at all.\u00a0<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">\u00a0<\/span><\/p>\n<p><span data-contrast=\"auto\">This leaves providers with a bit of a challenge, as many ask, \u201cWhat do I do with my records if my state isn\u2019t clear on retention periods?\u201d The good news is that while your state may offer limited guidance in the form of medical records retention laws, there\u00a0<\/span><span data-contrast=\"auto\">are other sources to help you understand retention best practices for your medical practice and the state in which you operate.\u00a0<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">\u00a0<\/span><\/p>\n<h2><span data-contrast=\"auto\">Even Without Guidance, Retention Still Matters<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">\u00a0<\/span><\/h2>\n<p><span data-contrast=\"auto\">The first step to navigating retention policy in the face of vague or absent retention standards is to understand that the lack of governance from your state doesn\u2019t mean retention doesn\u2019t matter. In some states, where retention guidance is limited or conflicting, some providers make the mistake of ignoring retention or at least not storing the records in a way that can be easily retrieved when needed.<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">\u00a0<\/span><\/p>\n<p><span data-contrast=\"auto\">This is a mistake, simply because the most impactful penalties from poor retention strategies and habits aren\u2019t legal penalties. They come in the form of lapses in continuity of patient care, inability to produce records in the face of legal discovery, and \u201ccleaning up\u201d the messes that poor retention practices create. This harms patients and can devastate the practice ownership, even if the practice is closed. Retention still matters, even if policies make it seem not so.\u00a0<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">\u00a0<\/span><\/p>\n<h2><span data-contrast=\"auto\">Other Sources for Retention Standards<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">\u00a0<\/span><\/h2>\n<p><span data-contrast=\"auto\">Recognizing the importance of sound medical records retention strategies is only the first step to navigating medical records retention without clear or sufficient state-level guidance. The next step in creating a secure retention strategy is to consult other sources for guidance on retention in your state.\u00a0<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">\u00a0<\/span><\/p>\n<p><span data-contrast=\"auto\">In some states, where state law lacks guidance, state medical boards and other similar associations often take on the role. While the situation varies from state to state, your state medical board can often offer some level of guidance.\u00a0<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">\u00a0<\/span><\/p>\n<p><span data-contrast=\"auto\">Medicare and Medicaid programs also enforce retention policies for patients who use the resource to obtain medical services. And while these guidelines aren\u2019t sufficient for creating an entire retention policy, it\u2019s smart to be aware of them and include their guidance in any retention policy you enforce.\u00a0 One good rule of thumb for retention policy is to follow the federal guideline of a minimum of ten years retention period for records of patient interactions and services supported by Medicare or Medicaid.\u00a0<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">\u00a0<\/span><\/p>\n<p><span data-contrast=\"auto\">These are a few outside sources that may shed some light on retention best practices in your state. However, remember to exercise caution when researching retention standards on the internet. Often, online sources present \u201cretention policies\u201d or \u201cretention standards\u201d that are not based on any existing laws or guidance. Be aware before applying their standards to your own retention policy.\u00a0<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">\u00a0<\/span><\/p>\n<h2><span data-contrast=\"auto\">There\u2019s More Than One Reason for Retention\u00a0<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">\u00a0<\/span><\/h2>\n<p><span data-contrast=\"auto\">Another important process to undertake when navigating medical records retention in a state that doesn\u2019t offer clear medical records retention guidance is to recognize the other crucial factors that drive records retention. When state laws don\u2019t offer enough guidance, a dedication to solid patient care and sound future planning can be a light on the path for care providers looking to understand records retention policy.\u00a0<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">\u00a0<\/span><\/p>\n<p><span data-contrast=\"auto\">The first item to consider when navigating retention policies with limited guidance is the impact that records retention (or a lack thereof) has on patient care. Good patient care will always require a certain amount of record keeping \u2013 a minimum standard, and that record keeping usually extends beyond the last date of care for practical reasons. Top physicians and healthcare professionals know that good patient care might mean retaining records for even longer than what\u2019s required by existing retention standards and won\u2019t let the lack of a clear standard prevent them from delivering continuous care to patients with recurring or long-term health needs.\u00a0<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">\u00a0<\/span><\/p>\n<p><span data-contrast=\"auto\">The chance of a record being subject to legal discovery for use in court proceedings also merits a well-tailored retention policy. Almost nothing is more stressful for a retired care provider or physician than being called on to produce a record down the road and being unable to do so, whether due to poor retention practices that make it difficult to find and produce records, or due to not keeping the records at all.\u00a0<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">\u00a0<\/span><\/p>\n<p><span data-contrast=\"auto\">In short, there are plenty of reasons to take retention seriously, and a few factors to consider in helping you determine retention policy for patient medical data, whether prioritizing continuity of care or preventing legal headaches down the road. Even still, this data may not be enough to navigate a labyrinth of conflicting laws or to act confidently in the absence of guidance. That\u2019s where the last step comes in.\u00a0<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">\u00a0<\/span><\/p>\n<h2><span data-contrast=\"auto\">Call in the Pros<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">\u00a0<\/span><\/h2>\n<p><span data-contrast=\"auto\">If you\u2019re a physician, private practitioner, or hospital administrator that\u2019s serious about retention but confused by insufficient or complex state guidance, contacting professionals at Cariend is the ultimate solution to your problems. The team at Cariend are experts on retention policy in all fifty states and can help you navigate medical records retention and retention policy no matter what your state or situation and can help you tailor a retention plan that\u2019s one hundred percent compliant with your state\u2019s guidance, other applicable laws and regulations, and your patient care needs. <\/span><a href=\"https:\/\/www.cariend.com\/contact\/\" target=\"_blank\" rel=\"noopener\"><span data-contrast=\"none\">Contact Cariend today<\/span><\/a><span data-contrast=\"auto\"> to learn more.<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">\u00a0<\/span><\/p>\n<h2><a href=\"https:\/\/www.cariend.com\/wp-content\/uploads\/2022\/08\/Cariend-Medical-Records-Retention-by-State.pdf\" target=\"_blank\" rel=\"noopener\"><img decoding=\"async\" class=\"wp-image-1060 alignnone\" src=\"https:\/\/www.cariend.com\/wp-content\/uploads\/2022\/07\/Button-300x75.png\" alt=\"download medical records retention laws by state\" width=\"408\" height=\"102\" srcset=\"https:\/\/www.cariend.com\/wp-content\/uploads\/2022\/07\/Button-300x75.png 300w, https:\/\/www.cariend.com\/wp-content\/uploads\/2022\/07\/Button-1024x256.png 1024w, https:\/\/www.cariend.com\/wp-content\/uploads\/2022\/07\/Button-768x192.png 768w, https:\/\/www.cariend.com\/wp-content\/uploads\/2022\/07\/Button.png 1039w\" sizes=\"(max-width: 408px) 100vw, 408px\" \/><\/a><\/h2>\n","protected":false},"excerpt":{"rendered":"<p>&nbsp; Medical records retention is a top concern for medical providers everywhere. There are a host of [&hellip;]<\/p>\n","protected":false},"author":3,"featured_media":1053,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_yoast_wpseo_focuskw":"medical records retention laws by state","_yoast_wpseo_title":"My State Does Not Offer Guidance for Medical Records Retention","_yoast_wpseo_metadesc":"Some states offer thorough medical records retention guidance that\u2019s straightforward. Some states don\u2019t offer guidance at all.","_yoast_wpseo_canonical":"","rank_math_title":"","rank_math_description":"","rank_math_focus_keyword":"","rank_math_canonical_url":"","_aioseo_title":"","_aioseo_description":"","_aioseo_keywords":"","_aioseo_og_title":"","_aioseo_og_description":"","_papyrus_schema":"","_papyrus_faqs":"","footnotes":""},"categories":[12],"tags":[47,48,7,45,46],"class_list":["post-1038","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-insights","tag-law","tag-laws","tag-medical-records","tag-retention","tag-state-laws"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.9 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>My State Does Not Offer Guidance for Medical Records Retention<\/title>\n<meta name=\"description\" content=\"Some states offer thorough medical records retention guidance that\u2019s straightforward. 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