Data Retention & Records Management
Configure retention policies, manage legal holds, and process deletion requests per HIPAA, Louisiana law, and payer requirements.
Important: Deletion requests cannot be fulfilled when a legal hold is active, when records are subject to an open audit or dispute, or when applicable law, payer contracts, or professional licensing requirements mandate continued retention. Minimum retention periods apply regardless of client request.
Define how long each record type must be retained based on legal, regulatory, and business requirements.
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