< Back to Resource Library HealthData Talks: Records Release Tune into this episode of HealthData Talks where host, Amy Holmes, and Susan Martinez, Product Specialist at Harmony Healthcare IT, discuss how facility closures, mergers, and acquisitions can disrupt medical and employee record management. Susan covers Subscribe You can subscribe to the HealthData Talks Podcast on Spotify, Amazon Music, Apple Podcasts and more. Transcript [00:00:02.548 – [00:00:25.879] Welcome to HealthData Talks where industry experts offer bite sized tips and trends for managing legacy data. So, thank you for joining us. I’m Amy Holmes from Harmony Healthcare IT and [am joined today by my colleague, Susan Martinez who is a product specialist here at Harmony. Thank you for being here, Susan. Hi, thanks for having me. [00:00:28.239] – [00:01:10.870] So, Susan, can you start by giving our listeners a quick overview of your role here as a product specialist? Sure, officially I work with the product team and I’m lucky enough to collaborate with every group here at Harmony. In product I bring an understanding of health care workflows for meaningful product features. I also work with sales and marketing demonstrations. I oftentimes work with operations to create product documents and literature and I work with human resources to create training modules. I really just like to learn how something works and put it into perspective for others so they understand it as well. Well, I know we all appreciate your hard work and the things that you offer at the departments. [00:01:12.290] – [00:02:07.000] Let’s dive into our topic around Records Release. So Susan, can you discuss how facility closures, mergers and acquisitions can disrupt the management of medical and employee records. Sure. So when we see movement in organizational structure and growth, we find several areas affected, maintaining continuity of care for patients, ensuring data security and compliance with HIPAA and other regulations. Streamlining the request and you might not have staffing or subject matter experts left in the organizations that are familiar with the application for the releases. In the event of a closure, the organization should consider a plan for records retention and release. For both the short and long term. This could include outsourcing the function of records release. [00:02:08.929] – [00:02:40.118] So let’s explore why patients, employers or other parties may request medical and employee [00:02:15.219] records long and short term. Yeah, there are many reasons people need access to their health and or employment records, patient care, litigation, insurance audits, workers compensation, or just a simple validation of employment. So one of the things that can make the release of records easier is a data archive and that’s one of our key offerings here with our product HealthData Archiver. [00:02:43.020] – [00:03:30.944] Can you talk about what an archive is and how it can support records management and release for an organization that’s transition? Oh, yeah, sure. So for those that aren’t familiar, a data archive consolidates records from any application into a single central database that has a user interface sitting on top and offers workflows for users like clinicians and HIM departments to view that historic data. So having this set up this centralized setup versus keeping old EHRs up and running can often be more cost efficient and user friendly. So we have workflows that facilitate easy release of information to patients and other parties long term. [00:03:34.368] – [00:05:01.745] So what makes Harmony Healthcare IT’s record release service different in your opinion? Well, in my opinion, who better to release these records than the teams that have extracted, configured, and planned the archival? We know that data and how to present it for requests on top of knowing industry regulation. So with Harmony’s records release services, there are multiple benefits, we can securely extract the data from legacy systems, we configure it and help the archive in a really meaningful way. We know the features. So we know to quickly prepare a record while only providing the information being requested. As far as the request portion. We have a user friendly online portal for record requests. We follow a very stringent authentication and authorization process where we authenticate the requester and records that have been our archived and have a comprehensive authorization form that needs to be issued with a picture ID similar to a state ID. We ensure secure delivery of records to authorized recipients. And at the end, we have a detailed audit trail for ensuring compliance because security is so important to us. We are HIPAA compliant and HITRUST certified. [00:05:04.290] – [00:06:25.889] So let’s explain HITRUST to our listeners that may not be familiar with it and talk about how it’s different from HIPAA. Yeah. Sure. So HIPAA is a federal act that sets compliance standards. HITRUST is an organization that has established a common security framework to help companies reach HIPAA standards and beyond. So the HITRUST certification covers several compliance frameworks like HIPAA, NIST, PSI, and ISO. This third party recognition is a key difference between being high trust certified and being HIPAA compliant. So let’s say an organization is facing a transition. What do you recommend as some important planning steps that they can practice to make that transition smooth? Yeah, so, start proactively planning for facility transitions early on. From our perspective, the archival process records release is enabled by archive. So configuration of that data source is very important. We wanna focus on ensuring the data is configured properly with release in mind and we have a data source that is structured for providing a granular record. [00:06:30.358] – [00:07:04.069] Well, thank you, Susan for covering so many good considerations around records release, especially for an organization that’s facing a merger or acquisition or a closure. Yeah, thanks Amy for having me. I appreciate it. And to our audience, thanks for tuning in. Be sure to join us next time for another episode covering trends and tips for managing health data. That’s it for this session of HealthData Talks. Check out helpful resources at HarmonyHIT.com and follow us in your favorite podcast app to catch future episodes. We’ll see you next time. Speakers Host: Amy Holmes, Director of Marketing at Harmony Healthcare IT, is responsible for all aspects of marketing, helping connect the healthcare market with our legacy data management solutions. Guest: Susan Martinez, Product Specialist at Harmony Healthcare IT, brings a unique work history from both design and almost 20 years of healthcare experience to the team. Blending her design background with healthcare experience, she focuses on understanding workflows and data content to assist our Product team create relevant, intuitive, and comprehensive products and features. Suggested For You M&A Growth Produces 100+ EHRs for Archival HealthData Archiver® HealthSystemCIO: How Data Archiving Can Provide Continuity Amidst Transitions Take Action Against the Risks of Legacy Systems Long-term Storage of PHI: Easy to Use & Maintain Was the Resource Helpful? Talk to the experts. Harmony Healthcare IT is an award-winning data management firm with a proven ability to extract, migrate and archive data with 100% integrity.