Medical Records Custodian Services: Protect Your Practice

As the administrator in charge of patient records, you take the lead in maintaining the confidentiality of all Protected Health Information (PHI) and other sensitive data. 

If your practice is closing, preparing for an audit, a physician is retiring, or the office is merging, a medical records custodian can manage existing records and help ensure compliant retention or destruction.

A records custodianship service helps mitigate potential legal, reputational, or financial fallout caused from improper disposal or storage of a patient’s most sensitive and protected health and identifying information.

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Why You Need Medical Records Custodian Services

There are numerous legal and record management protocols that must be followed according to strict HIPAA guidelines. Record Nations can help you find a secure, reliable medical records custodian for your documents.

 

In addition to this, each state has its own set of regulatory laws regarding the retention of such records. These retention periods can last a few years to a few decades. Hiring a medical records custodian can free your practice from succumbing to the unique challenges these laws can present. This is especially true when the practice or physician is planning on retirement.

What Those HIPAA Guidelines Actually Require in Writing

Those “unique challenges” usually start with paperwork. Under HIPAA, transferring PHI to a third-party custodian requires a signed Business Associate Agreement that spells out exactly how the custodian will safeguard, access, and eventually destroy your records.

That agreement also needs to define your state’s required retention window — often seven to 10 years under state medical board rules — along with how former patients can request their records and who’s liable if something goes wrong. Several states also require public notice, sometimes up to 30 days, before a practice can close its doors.

 

Record Nations matches you with a custodian who builds all of this into one compliant agreement from day one, so nothing falls through the cracks.

When You Need A Medical Records Custodian

Understanding when you need to invest in a medical records custodianship service helps you identify circumstances that could elevate risk for a practice. The table below explains when you need a custodianship, the risks each situation holds, and how the custodianship mitigates those risks and liabilities.

 

Event or Circumstance

Risk / Liability

How Custodianship Helps

Practice closing or changing ownership

Patients can no longer access their records; compliance violations related to records retention

The custodian manages storage or document release, in accordance with compliance regulations and contractual requirements.

Physician retiring

Potential fines because of improper storage or document destruction

The custodian assists with the retention obligations (for the full required period) and may coordinate the destruction process, complying with regulatory guidelines and when legally permitted to manage these duties.

Practice merger / acquisition

Duplicate or neglected records pose a compliance liability or an audit risk

Custodians help store, organize, and manage records based on regulatory compliance standards and privacy laws.

Regular compliance audit

Unable to produce necessary records

The custodian helps maintain records and manage fast, secure retrieval.

 

Custodianship, Storage, or Redaction? How To Choose

Specific circumstances benefit from a medical records custodianship. For ongoing needs for an active practice, storage or redaction may be the appropriate solution. Learn what events and unique needs align with each of these services.

 

Service

What It Covers

When You Need It

Medical record custodianship

The ongoing management of medical records (storage, access, and destruction) for a medical practice

Your practice is closing, a physician is retiring, or the practice has been acquired (or has merged with another practice).

Document storage

The on-site or off-site storage of documents, files, and data. Storage may be via the cloud or physical (in the case of paper documents)

Records are active or still within the required legal retention guidelines. 

Document redaction

The removal or blackout of sensitive PHI or other sensitive information before a document is released

The record needs to be shared but only certain information is required to be shared.

Secure document and data destruction

Certified shredding or digital destruction (wiping) of sensitive information and medical documents

The retention period expired and the documents need to be safely and securely destroyed.

What Gets Redacted Before Patient Records Are Released?

Redaction services ensure that specific sensitive information like PHI or financial data is blacked out or obscured before a document is released or shared. However, the specific redactions on a document also depend on who is requesting the information, any applicable laws, the scope or type of the request, and any minimum necessary standards.

 

Commonly, redaction services may remove: 

 

  • Social Security numbers and other government identification numbers
  • Any emergency contacts or next-of-kin information that isn’t relevant to the request
  • Any treatment, providers, or medical diagnoses unrelated to the request
  • Billing and insurance information

 

HIV status, psychiatric information, or substance abuse treatment information also may be subject to disclosure requirements or protections, per federal and/or state laws.

How Much Does Medical Records Custodianship Cost?

Professional healthcare and medical records custodianship may incorporate storage, secure destruction, and scanning services, ensuring your practice remains in compliance with all retention and destruction regulations. We offer you all the information available to ensure you get the service you need. Ask for a customized quote from multiple medical records custodianship companies to help understand all your options.

If your practice only requires scanning services, you may estimate budgeting anywhere from 7-12 cents per page depending on where you’re located, how many records you have, which company you select for your project, and other factors. You can find out more about estimating your document volume and pricing.

Contact Us For Your Free Quote

We’re here to help you explore your medical records custodianship options and find the perfect service for your needs.

How Medical Records Scanning Works

1. Prepare your documents to be scanned by placing documents and files into labeled boxes to be transported for scanning.

2. Contact Record Nations at (866) 385-3706 or fill out the form to receive free quotes from providers in your area. Choose the provider that best fits your needs and budget.

3. The scanner takes the records and transports them securely to a facility to begin the conversion process. However, if you need to conduct the process on-site, they instead take their scanners to your location.

4. Experts then scan and convert your documents to a digital format, ensuring accuracy every step of the way.

5. Records are converted into desired formats and stored on an electronic health record system or document management system of your choosing.

6. Physical files are either returned to the hospital, office, or clinic or sent to an offsite storage unit until the retention period expires.



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