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
• Define and defend HIPAA’s 18 identifiers, PHI, EPHI, PII, and ESI
• Adhere to HIPAA’s privacy and security rules
• Create policies governing onsite and remote e-collaboration records, content, and use
• 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

DON’T MISS THESE RELATED WEBINARS!

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Email, Social Media & More, Including Critique of Your Own Writing Sample originally presented on Thursday, January 9, 2025 

Creating AI Policy to Minimize ChatGPT Risks, Manage Use & Maximize Compliance on Wednesday, October 8, 2025

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.

MEET THE PRESENTER: Nancy Flynn, Founder & Executive Director, The ePolicy Institute™, Business Writing Institute™ & Marijuana Policy Institute™

A recognized expert on workplace policy, communication, and compliance, Nancy Flynn is the founder and executive director of The ePolicy Institute, Business Writing Institute, and Marijuana Policy Institute. Nancy is a professional trainer, policy writer, and consultant who helps employers worldwide minimize potentially costly electronic risks, including lawsuits and regulatory fines.

Nancy is the author of 13 books, including Writing Effective E-Mail, The ePolicy Toolkit, and The Social Media Handbook. A popular speaker, she conducts onsite and online training for hospices, home care companies, hospital systems, healthcare companies, and other organizations worldwide. She also serves as an expert witness in litigation related to electronic and workplace policies and procedures. 

REGISTRATION FEE:      Member- $159          Non-member- $229

There are no cancellations or refunds.

CLICK HERE to register