Medical and Dental Records Guide

Establishing and managing patient records are critical healthcare functions. Advancements in technology—including EHRs—have expanded the concept of the healthcare record and its requirements.

Our comprehensive guide offers key strategies for addressing medical and dental record documentation and administration.

Learn how you can safeguard and manage patient records, strengthen continuity of care, and protect yourself in the event of a malpractice claim or administrative or regulatory action.

Download the Guide


The guidelines suggested here are not rules, do not constitute legal advice, and do not ensure a successful outcome. The ultimate decision regarding the appropriateness of any treatment must be made by each healthcare provider considering the circumstances of the individual situation and in accordance with the laws of the jurisdiction in which the care is rendered.

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