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Publication (Hardcopy)

Managing Your Medical Records

Credit(s): 4 AMA PRA Category 1 Credits™ (Enduring)
Course Number: PME-MEDREC/GEN
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    Are your medical records protected from liability? Do you understand the rules of consent, release, and disclosure? This guide will help you organize your medical records in a way that is legible, practical, and efficient.


    This publication includes information on how to maintain and store your medical records in a HIPAA-compliant manner. You will also learn how to apply the appropriate measures in retaining and destroying medical records timely and efficiently.



    Released:    Nov. 15, 2012
    Expires:       Nov. 15, 2015


    Target Audience

    This course is appropriate for physicians, residents, students, and nonphysician practitioners in all specialties.


    Course Objectives
    Upon completion of this self-study program, readers should be able to:


    1. Organize their medical records in a way that is legible, practical, and efficient;

    2. Maintain and store their records that is compliant with HIPAA and HITECH; and

    3. Apply the appropriate measures in retaining and destroying medical records 

    Teaching Methods
    The participant is required to read the course in its entirety and complete an online test and course evaluation to obtain credit.

    Sponsored by

    Liability Insurance Discount

    Physicians who are insured with Texas Medical Liability Trust (TMLT) may earn professional liability insurance discounts by participating in approved continuing education activities. TMLT policyholders who complete this course will earn a 3-percent discount (not to exceed$1,000), which will be applied to their next eligible policy period.

    4 AMA PRA Category 1 Credits™ (Enduring)   The Texas Medical Association is accredited by the Accreditation Council for Continuing Medical Education (ACCME) to provide continuing medical education for physicians.

    The Texas Medical Association designates this enduring activity for a maximum of 4 AMA PRA Category 1 Credits™. Physicians should claim only the credit commensurate with the extent of their participation in the activity.

    The Texas Medical Association requires physician to complete 70-percent of the test questions correctly to receive credit for this course.

    See TMA’s Web Site Privacy Statement

    4 ETHICS   This course has been designated for 4 credit(s) of education in medical ethics and/or professional responsibility.

    3 TMLT   Physicians who are insured with Texas Medical Liability Trust (TMLT) may earn professional liability insurance discounts by participating in approved continuing education activities. TMLT policyholders who earn 3 TMLT credits within 12 consecutive months will earn a 3-percent discount (not to exceed $1,000), which will be applied to their next eligible policy period.

    Mark Beaman, JD

    Mark T. Beaman graduated from the University of Virginia in 1976 with a degree in government and foreign affairs. He obtained his legal education at the University of Arkansas Law School in Fayetteville, Ark. He was a member and an associate editor of the Arkansas Law Review. In 1990, he joined the firm of Brown McCarroll & Oaks Hartline, LLP as a partner and was there until 1998 when he became a partner in Germer Gertz Beaman & Brown, LLP.


    Mr. Beaman is licensed to practice in the Supreme Court of Texas, all Texas Courts of Appeals, all Texas trial courts, all U.S. District Courts in Texas (Western, Eastern, Northern, and Southern districts), the U.S. Court of Appeals for the 5th Circuit and 11th Circuit, and the U.S. Supreme Court. He is a member of the State Bar of Texas and Austin Bar Association.


    His primary focus has been in the areas of medical malpractice, Texas Medical Board actions, products liability, toxic tort, employment law, and commercial disputes. He was recognized as a Texas Super Lawyer in 2007 and 2008 as published in Texas Monthly.


    Maria Cantu Hexcel, JD

    Maria T. Cantú Hexsel graduated cum laude from Our Lady of the Lake University in 1992, where she earned a bachelor of arts in social studies. She received her law degree from Texas Tech University in 1995 and joined the Lubbock firm of Salinas & Mendez, PC, where she practiced in the areas of family and criminal law, probate, and personal injury litigation.


    In March 2004 Germer Gertz Beaman & Brown, LLP invited Ms. Cantú Hexsel to join the firm, where she practices in the areas of medical malpractice, tort, products liability, employment, and general civil litigation. She is a member of the Austin Bar Association, State Bar of Texas, Hispanic Bar Association of Austin, and Austin Young Lawyers Association, and is admitted to practice in the U.S. District Court for the Western District.


    Christa Carlton, JD

    Christa J. Carlton began her legal career at Germer Gertz Beaman & Brown, LLP in 2006. She graduated with an associate degree in applied science in nursing in 1995 and a bachelor of business administration in accounting, magna cum laude, in 1997 from Angelo State University.


    Ms. Carlton graduated with honors from The University of Texas School of Law in 2006. While in law school, she served on the leadership team of the Christian Legal Society and as a senior editor for the Texas Review of Law and Politics. She became a registered nurse in June of 1995 and gained clinical experience in neonatal intensive care, post anesthesia/surgical intensive care, and medical-surgical units. She continued her clinical nursing practice until November 2006, when she was admitted to the State Bar of Texas.


    Tom Ealey, CPA

    Tom Ealey has more than three decades of health care experience working as a certified public accountant, management consultant, medical practice administrator, writer, seminar leader, and litigation analyst. He has done extensive work with medical practices, ambulatory surgery centers, and long-term care facilities. He has worked with troubled organizations and organizations in transition and is well versed in many areas of government regulation.


    Mr. Ealey is an associate professor and chair of the Department of Business Administration of Alma College in Alma, Mich. He was involved in founding the college’s Integrated Health Studies Institute and developing the health care administration major. He serves on the advisory board for the institute. He writes and lectures frequently for medical practice executives and nursing home administrators on operational, financial, regulatory, and human resources topics.


    Mr. Ealey sends a special thanks for assistance to Janelle Dickman, research assistant at Alma College, and Jean Ealey, RN, clinical issues advisor.


    DescriptionPagesFile Size
    Table of ContentsNA449 KB
    - James (Houston, TX)
    please make this available on line and not in just hard copy Thanks - Gerard (San Marcos, TX)
    - Michael (Dallas, TX)
    - Judson (Laredo, TX)
    be more careful about entries in medical records the course is excellent - Jean (Mesquite, TX)
    - Kevin (Brenham, TX)
    - David (Longview, TX)
    I will be more carefull about abbreviations and aso consents and realease of information to patients and parents of minors and also careful with storage of medical records even in the confines of my private office - Yvette (Austin, TX)
    - Oscar (Laredo, TX)
    Applied info re documents and used templates to improve my practice. The templates provided were extremely helpful. In the body of the text, using some additional bold lettering for key concepts would have been helpful. There was such a large amount of material... I had to go back and reread to remember. It would have helped me retain it if I could have skimmed back over highlighted key points. Thanks for this helpful course. - Susan (Palestine, TX)
    - Patty (Fort Worth, TX)
    - Marwan (Garland, TX)
    Educate staff on the changes required under EHR - Thomas (Arlington, TX)
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