Electronic Business Records: Seven Steps for Effective & Compliant Management

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.

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. Takeaway tools include two sample policies that your organization can put to work immediately to effectively manage records.