Record Retention Rules for Zoom, Teams, Slack & Other E-Collaboration Platforms
May 14, 2025
Live Webinar
DateMay 14, 2025Duration90 minutes
12:00 PM PDT01:00 PM MDT
02:00 PM CDT03:00 PM EDT
- Unlimited connections for your agency
- Available on desktop, mobile & tablet
-
Take-away toolkit
- Presenter’s contact info for questions
On-Demand Webinar
- Unlimited & shareable access starting
two business days after live stream - Available on desktop, mobile & tablet devices 24/7
- Take-away toolkit
- Ability to download webinar video
- Presenter's contact info for questions
Mismanaged, misplaced, or missing medical or business records are more than a nuisance – they are a liability.
You are required to preserve,
protect, produce, and purge records, including PHI, EPHI, personally
identifiable information (PII), and other business-critical information in
compliance with HIPAA, federal legislation, state data breach notification
laws, and e-discovery guidelines. Join us to get a well-rounded education on
record retention rules.
AFTER THIS
WEBINAR YOU’LL BE ABLE TO:
- Write and implement best practices-based record retention policies and procedures for Zoom, Microsoft Teams, Slack, and other videoconferencing and meeting tools
- Manage and maintain business records, PHI, EPHI, and PII compliantly
- Create policies governing onsite and remote e-collaboration records, content, and use
- Define and defend HIPAA’s 18 identifiers, PHI, EPHI, PII, and ESI
- Adhere to HIPAA’s privacy and security rules
- Preserve, protect, produce, and purge business records and PHI in accordance with HIPAA and the law
- Stave off privacy claims and other workplace lawsuits
- Support e-collaboration policy with the right archiving, retention, and data protection technology
- Enforce e-collaboration rules with employee training and best-in-class technology tools
- Put best practices-based policy, expert advice, and compliance tips to work immediately
WEBINAR DETAILS
Failure to safeguard PHI,
privacy, and business records could trigger regulatory audits, lawsuits,
disgruntled patients, and decreased revenues. You must act now to manage
videoconferencing and meeting platforms with strategic e-policies and
procedures. Microsoft Teams, Zoom, Slack, and other e-collaboration platforms
escalate records risks. When it comes to risks, records, and rules,
e-collaboration tools are no different from email and social media.
Attend this
program to learn how to create and implement best practices-based policies and
procedures to manage records, content, and use on Microsoft Teams, Zoom, Slack,
and other e-collaboration tools. As a bonus, participants will receive a
three-part white paper designed to help implement an e-collaboration policy
program to minimize risks, manage use, and maximize compliance.
THIS WEBINAR WILL BENEFIT THE FOLLOWING AGENCIES:
- Hospice
- Home Health
- Home Care
- Palliative Care
WHO SHOULD ATTEND?
This informative session
is a must for records management staff, information governance personnel, IT
professionals, legal staff, compliance professionals, human resources personnel,
managers, administrators, and anyone who communicates via e-collaboration tools.
TAKE-AWAY TOOLKIT
- Fact sheet: Creating Effective eCollaboration Policy for Zoom, Teams, Slack, Videoconferencing & Meeting Tools
- Three-part white paper: Policies & Best Practices for the Compliant Management of Microsoft Teams, Zoom, Slack & Other Videoconferencing & Meeting Tools
- Tip sheet: Best Practices for Preserving, Protecting, Producing & Purging E-Business Records
- Training log
- PDF of slides and speaker’s contact info for follow-up questions
- Attendance certificate provided, however there are no pre-approved CEs associated with this webinar
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.
Presented By
The ePolicy Institute™, Business Writing Institute™ & Marijuana Policy Institute™
© 2025 FINANCIAL EDUCATION & DEVELOPMENT, INC
