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Record Retention Policy and Procedure

March 05, 2024 (2 min read)

Conform this template policy and procedure document to your healthcare client’s processes regarding the creation, retention, storage, and disposal of records, including medical records. Provide direction to your client’s workforce and ensure your client maintains its records, including protected health information (PHI), in compliance with federal and state regulations and in a way that protects patient confidentiality and facilitates efficient record management.

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