Cover art for podcast Practice Management Nuggets

Practice Management Nuggets

86 EpisodesProduced by Jean EatonWebsite

Practice Management Nuggets is a weekly interview series with practice managers, healthcare providers, or trusted vendors who support healthcare practices. Topics help managers implement, maintain, or improve business and practice administration so that health care providers can focus on providing q… read more


Close, Move, Merge Your Practice |Episode #090

Closing or moving a healthcare provider practice takes co-ordination, patience, communication, and documentation.

Once you have made the big decision about closing, moving, or merging your practice and have a general idea about the next step for you, your practice, your employees, and your patient and business records you need to plan the continued administrative, technical, and physical safeguards of the patient health records.

Patients and clients have a unique trust with their healthcare provider. They trust that you will provide them continuing healthcare and continued access to their own health information that you have recorded. You are also expected to securely keep their personal health information and follow your professional college standards and health information privacy laws.


In this episode Jean L. Eaton will help you with

  • Provide clarity about records management in your group or shared practice.
  • Guide you to develop health records management plan when you close, move, or expand your chiropractic practice.
  • Contribute to the health information privacy compliance.

Get the show notes and links to the templates at https://PracticeManagementNuggets.Live 

Show Notes

01:49  Introduction to Jean L. Eaton

Are you on Instagram? Me too! Tag me @Infomanltd

03:05  Close, Move, Merge Your Practice

04:32  Continuing Care and Treatment

05:44  Custodian Defined Under HIA

08:34  Patient Records

09:22  Steps When You Close Your Practice

10:05  Notice To Patients

Template Forms – see the Practice Management Success Tip!


Template Procedures -  see the Practice Management Success Tip!


12:16  Records Requests, Fee Schedule

14:49  Patient Access To Their Own Health Record

16:33  Moving vs Closing Timelines

18:37  Notify Others

19:19  How To Manage Conflicts

22:08  Information Management Agreement / Information Sharing Agreement

Download the Practice Management Success Tip –

Top 3 Agreements Your Healthcare Practice MUST Have (and Why).

22:45  Inventory Patient Records

25:14  Retention, Archive, Destruction

27:45  Electronic Transfer, Data Migration, Quality Assurance, Privacy Impact Assessment (PIA)

31:19  Practice Management Success Tip Download

32:39  Discussion

33:12  Searchie

33:38  Follow Me on Social Media

Do you have a question about practice management or privacy compliance? Would you like to be a guest on Practice Management Nuggets? Send me an email at 

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