The Course

Hey there, service providers! Are you juggling heaps of paperwork and feeling overwhelmed with what to keep and what to toss? Dive into the world of record retention with us! This course specifically tailors to Home and Community-Based Services (HCBS) providers offering waiver services. We'll walk you through the legal requirements, best practices, and savvy strategies for managing records effectively. You'll learn the ropes on retention schedules, secure storage, and protecting confidentiality while balancing accessibility. By mastering these components, you’ll safeguard both the individuals and your organization.

Now, let's talk about putting this knowledge into action. Imagine having a foolproof system that not only keeps you compliant with state and federal regulations but also streamlines your daily operations. That's what we're aiming for! By the end of our time together, you'll be equipped to develop a record retention plan that fits your unique service offerings like a glove. Not only will this skill set enhance your professional toolkit, but it will also give you peace of mind knowing you're on point with legalities and client trust. No more second-guessing or record chaos—let's get those files in order and your confidence soaring!

What you will learn

We began this course with one key goal in mind: to empower you, as a newcomer to home- and community-based services, with the critical know-how on managing records efficiently. By weaving together the latest regulations, practical case studies, and easy-to-follow organizational strategies, it's like we packed a powerhouse of insights into a streamlined learning experience. You're going to find it incredibly useful to navigate the complexities of documentation and keep your service delivery top-notch. What's more, the modules are designed to be engaging and understandable, so you’ll feel confident about implementing what you've learned right away. Trust us, this will make a world of difference in how you handle records – making sure they're just as well taken care of as the individual being served.

Curriculum Overview

  Welcome to Record Retention -HCBS
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  Stepping Into Record Retention
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  Record Retention Requirements
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  Record Storage and Destruction Policies
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  Critical Documentation for HCBS
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  Documentation Requirements for HCBS
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  Halfway Insights
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  Effective Record Retention
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  Consequences of Inadequate Documentation
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  Conclusion to Record Retention
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Disclaimer

DODD training can be accessed for free at:

mylearning.dodd.ohio.gov