Document Retention: When, Why, and How

May 19, 2027

This webinar is included in the
Health Center 360 Annual Compliance Training Subscription.

Health centers create and maintain a wide range of records, from patient and personnel files to financial, operational, and grant-related documents. Determining what must be retained, how long records should be kept, and when they can be securely destroyed requires navigating a complex landscape of federal and state requirements, payer obligations, litigation risks, and organizational needs. 

This webinar will explore the legal and practical considerations that shape an effective document retention program. Feldesman attorneys Andrea Harris and Brendan Tyler will discuss high-level legal and operational considerations that shape document retention decisions, including policy development, records management, and destruction practices. 

The on-demand version of this webinar will be available for purchase after the conclusion of the live webinar. 

Target Audience

  • Compliance Officers 
  • Health Center Administrators 
  • Operations Leaders 
  • Human Resources Professionals 
  • Finance and Grants Staff 
  • Risk Management Staff 
  • Legal Counsel 

Learning Objectives

After this webinar, you will be able to:

  1. Identify key document retention requirements 
  2. Recognize risks associated with improper record retention and destruction 
  3. Develop effective document retention policies 
  4. Manage records throughout their lifecycle 

Course summary

Available credit: 
  • 1.00 Certificate of Attendance
  • 1.20 CPE
Course opens: 
10/21/2026
Course expires: 
06/20/2027
Event starts: 
05/19/2027 - 1:00pm EDT
Event ends: 
05/19/2027 - 2:00pm EDT
Cost:
$190.00
Add to calendar: 

Andrea C. Harris

Andrea Harris serves as Counsel with the firm’s Health Care practice group, where she advises clients on complex compliance, contract and business strategy, employment, and FTCA-related matters. As a former General Counsel and Director of Corporate Compliance for a multi-site FQHC, Andrea brings firsthand insight into the regulatory, operational, and governance challenges health centers face. She partners closely with clients to navigate high-stakes issues and develop practical, strategic solutions. [Full Bio]

Brendan M. Tyler

Brendan Tyler is a Senior Associate with the firm's Health Care and Federal Grants practice groups. He focuses the majority of his practice on FTCA coverage for health centers and has been intricately involved in a large number of complex FTCA litigation matters across the country. Brendan also assists clients on a range of transactional matters pertaining to managed care, the Medicare and Medicaid programs, the 340B program, the federal anti-kickback and self-referral prohibitions, and the Public Health Service Act. [Full Bio]

Participants can earn up to 1.20 CPE credits in Specialized Knowledge upon completion of all course requirements.

Attendee Requirements for CPE Credit

If you purchase CPE credit for this webinar you must satisfy the following condition in order to receive your certificate:

  • Answer at least 3 of the polling questions or participation engagement elements per hour of CPE credit offered 
  • For full credit, you must participate in at least 3 of the participation engagement elements

Upon completion of these requirements, we will email you your CPE Certificate within two (2) weeks.

Additional Information

  • Prerequisites: None 
  • Target Audience: Compliance Officers, Health Center Administrators, Operations Leaders, Human Resources Professionals, Finance and Grants Staff, Risk Management Staff, Legal Counsel 
  • Advanced Preparation: None  
  • Program Level: All
  • Formal Learning Program: Group 
  • Location: Online

Feldesman LLP is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website www.nasbaregistry.org (formerly www.learningmarket.org).

Available Credit

  • 1.00 Certificate of Attendance
  • 1.20 CPE

Price

Cost:
$190.00
Please login or register to take this course.

Access to the recorded version of this webinar is included in your purchase.

You will have access to the recordings for 180 days after enrollment. Once posted to your account, you can view each webinar anytime on-demand during the access period identified in your purchase confirmation. For additional information on viewing and accessing webinars, view our full terms and conditions here.

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