Aegis Executors

Managing Patient Records During Practice Transitions

Introduction
Practice transitions, whether due to relocation, mergers, or retirement, require careful management of patient records. Missteps can lead to legal issues and loss of patient trust.

Key Considerations for Managing Records

  1. Retention Compliance
    Adhere to state laws regarding record retention and notifications.
  2. Secure Transfers
    Use encrypted systems to transfer records safely.
  3. Patient Communication
    Inform patients about changes and how to access their records.

Steps for a Smooth Transition

  • Conduct a comprehensive audit of all patient records.
  • Partner with a trusted custodial service for secure storage.
  • Notify patients well in advance and provide clear instructions.

Quote:
“Smooth transitions reflect professionalism and care for your patients.”

Conclusion
Proper record management is crucial during practice transitions. Partnering with custodial experts ensures compliance, security, and patient satisfaction.

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