November/December 2018 | Page 31

TRANSFERRING RECORDS n Upon a patient’s written request, dentists must furnish an exact copy of the patient’s written record, along with copies of radiographs and orthodontic models (if requested), to the patient or his/her new dentist. The patient should specify to whom the copies should be sent. n Dentists have 30 days in which to honor a patient’s written request. n Dentists may provide copies gratuitously or for a fee reflecting the cost of reproduction. n Dentists are obligated to transfer records regardless of a patient’s unpaid balance for dental services or for the cost of reproducing the record. Tips for Ensuring Compliance with Regulations Have an “exit strategy” for how records are to be handled in the event of your withdrawal from practice, incapacity or death, so that patients are able to access their records in a timely fashion. When retiring or leaving a practice, be sure to send notice to your patients in advance and provide information on how they may request their records before you retire or transition to another practice. Make sure you leave sufficient time to notify patients, and consider notifying them more than once. Also make sure there is sufficient time for you and your staff to copy records before you close or move. Make sure patients know who to contact after you retire or move. Consider asking another individual or practice to house the remainder of your records until they can be properly disposed. Make sure you have a plan in place for the disposition of records in event of unexpected death. Leave clear instructions for those who will be handling your practice. N OVEM BER/DECEM BER 2018 | P EN N SYLVAN IA DEN TAL JOURNAL 29