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<title>Enhancing Patient Protections &amp; Research Integrity in Medical Records</title>
<link>https://www.azmed.org/forums/posts.aspx?topic=1852093</link>
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<lastBuildDate>Sat, 18 Jul 2026 13:44:21 GMT</lastBuildDate>
<pubDate>Fri, 8 May 2026 18:50:20 GMT</pubDate>
<copyright>Copyright &#xA9; 2026 Arizona Medical Association</copyright>
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<title>Enhancing Patient Protections &amp; Research Integrity in Medical Records</title>
<link>https://www.azmed.org/forums/posts.aspx?topic=1852093</link>
<guid>https://www.azmed.org/forums/posts.aspx?topic=1852093</guid>
<description><![CDATA[<p class="MsoNormal" style="margin-bottom:0in;tab-stops:252.1pt;"><b><span style="font-family:'Aptos',sans-serif;">Title:</span></b><span style="font-family:
'Aptos',sans-serif;"> </span><span style="font-family:'Aptos',sans-serif;
mso-fareast-font-family:'Times New Roman';mso-bidi-font-family:'Times New Roman';">Enhancing
Patient Protections and Research Integrity in Medical Record Retention</span><span style="font-family:'Aptos',sans-serif;"></span></p><p>

<b><span style="font-size:11.0pt;line-height:107%;font-family:'Aptos',sans-serif;
mso-fareast-font-family:Calibri;mso-fareast-theme-font:minor-latin;mso-bidi-font-family:
'Times New Roman';mso-bidi-theme-font:minor-bidi;mso-ansi-language:EN-US;
mso-fareast-language:EN-US;mso-bidi-language:AR-SA;">Introduced By:</span></b><span style="font-size:11.0pt;line-height:107%;font-family:'Aptos',sans-serif;
mso-fareast-font-family:Calibri;mso-fareast-theme-font:minor-latin;mso-bidi-font-family:
'Times New Roman';mso-bidi-theme-font:minor-bidi;mso-ansi-language:EN-US;
mso-fareast-language:EN-US;mso-bidi-language:AR-SA;"> Deborah White, MD</span></p><p><i style="box-sizing: border-box; color: #000000; background-color: #ffffff;"><span style="box-sizing: border-box; font-family: Calibri, sans-serif; color: #a80c35;">The Reference Committee recommends this be adopted as new ArMA Policy.</span></i></p><hr /><p class="MsoNormal"><b>Does the resolution address a current
need?</b> Yes. Growing trends in hospital
administrative policies have led to the systematic purging of electronic and
physical patient records once the minimum legal retention period is met. This
creates a critical "data gap" for patients with long-term healthcare
needs.</p><p class="MsoNormal"><b>Is it directly applicable to the
healthcare community?</b> Yes. Longitudinal care for oncology,
cardiology, and complex surgical patients depends on the availability of
historical clinical data (e.g., chemotherapy regimens, pathology, and surgical
notes) that may be required decades after the initial treatment.</p><p class="MsoNormal"><b>Does it reflect emerging healthcare
trends?</b> Yes. As the industry moves toward
precision medicine and survivorship care, the loss of historical data hinders
personalized treatment. Furthermore, the lack of transparency regarding these
"stealth" deletions prevents patients from taking ownership of their
medical history.</p><p class="MsoNormal"><b>Is it within ArMA’s or the AMA’s scope
to accomplish?</b> Yes. ArMA is the primary advocate for
the physician-patient relationship and the ethical standards of medical
practice in Arizona.</p><hr /><p class="MsoBodyText" style="margin-left:0in;"><b>WHEREAS,</b>
Arizona law and federal HIPAA regulations establish minimum retention periods
that frequently fail to align with the lifetime clinical needs of patients,
particularly those managing cancer recurrence or chronic conditions; and</p><p class="MsoNormal"><b>WHEREAS,</b>
Many healthcare systems have adopted aggressive record-deletion policies for
both electronic and physical charts without proactive notification to the
patients or the physicians involved in their care; and</p><p class="MsoNormal"><b>WHEREAS,</b>
The loss of historical clinical data—including specific medication dosages,
diagnostic staging, and surgical findings—compromises the ability of physicians
to provide evidence-based care during subsequent medical crises; and</p><p class="MsoNormal"><b>WHEREAS,</b>
The premature destruction of medical records creates significant "data
gaps" in retrospective cohort studies and longitudinal research,
particularly in identifying the late-term effects of pharmaceuticals, surgical
implants, and radiation therapies; and</p><p class="MsoNormal"><b>WHEREAS,</b>
The advancement of medical science and the improvement of patient safety
protocols rely on the availability of historical clinical data to conduct
"look-back" studies and to validate long-term outcomes of emerging
treatments; and</p><p class="MsoNormal"><b>WHEREAS,</b>
Modern technological advancements in "cold storage" data management
have significantly reduced the cost of maintaining long-term digital archives,
making the permanent deletion of clinical data an unnecessary administrative
shortcut; therefore, be it</p><p class="MsoNormal"><b>RESOLVED,</b>
That ArMA advocate for state-level policies requiring hospitals and health
systems to provide clear, proactive disclosure of their record retention and
destruction schedules to patients at the time of service; and be it further</p><p class="MsoNormal"><b>RESOLVED,</b>
That ArMA support legislation or regulatory changes that require healthcare
entities to make a good-faith effort to notify patients (or their designated
representatives) prior to the permanent destruction of their medical records,
offering the patient an opportunity to obtain a digital or physical copy; and
be it further</p><p class="MsoNormal"><b>RESOLVED,</b>
That ArMA advocate for the protection of clinical data archives, encouraging
health systems to utilize long-term digital storage solutions as a standard of
care to preserve vital information for future medical research and public
health surveillance; and be it further</p><p class="MsoNormal"><b>RESOLVED,</b>
That ArMA collaborate with the American Medical Association (AMA) to study the
clinical and scientific impact of current record retention laws and develop
"Best Practice" guidelines that prioritize patient care continuity
and research integrity over administrative data management.</p><div class="MsoNormal" align="center" style="text-align:center;">

<hr size="0" width="100%" align="center" />

</div><p class="MsoNormal"><b>FISCAL IMPACT:</b>
Minimal. This falls within the scope of existing legislative and advocacy
activities.</p>]]></description>
<pubDate>Thu, 23 Apr 2026 20:07:13 GMT</pubDate>
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<link>https://www.azmed.org/forums/posts.aspx?topic=1852927</link>
<guid>https://www.azmed.org/forums/posts.aspx?topic=1852927</guid>
<description><![CDATA[I support.  This resolution provides a more up to date approach to patient records.  The current AMA policy would benefit from having this resolution be added and should be considered by the ArMA AMA Delegation.  See current AMA Policy:3.3.1 Management of Medical Records<br />Topic: Code of Medical Ethics	Policy Subtopic: Opinions on Privacy, Confidentiality & Medical Records (3.3 Medical Records)<br />Meeting Type: NA	Year Last Modified: 2017<br />Action: NA	Type: Code of Medical Ethics<br />Council & Committees: NA<br /><br /><br />Medical records serve important patient interests for present health care and future needs, as well as insurance, employment, and other purposes.<br /><br />In keeping with the professional responsibility to safeguard the confidentiality of patients’ personal information, physicians have an ethical obligation to manage medical records appropriately.<br /><br />This obligation encompasses not only managing the records of current patients, but also retaining old records against possible future need, and providing copies or transferring records to a third party as requested by the patient or the patient’s authorized representative when the physician leaves a practice, sells his or her practice, retires, or dies.<br /><br />To manage medical records responsibly, physicians (or the individual responsible for the practice’s medical records) should:<br /><br />(a)    Ensure that the practice or institution has and enforces clear policy prohibiting access to patients’ medical records by unauthorized staff.<br /><br />(b)    Use medical considerations to determine how long to keep records, retaining information that another physician seeing the patient for the first time could reasonably be expected to need or want to know unless otherwise required by law, including:<br /><br />(i) immunization records, which should be kept indefinitely;<br /><br />(ii) records of significant health events or conditions and interventions that could be expected to have a bearing on the patient’s future health care needs, such as records of chemotherapy.<br /><br />(c)    Make the medical record available:<br /><br />(i) as requested or authorized by the patient (or the patient’s authorized representative);<br /><br />(ii) to the succeeding physician or other authorized person when the physician discontinues his or her practice (whether through departure, sale of the practice, retirement, or death);<br /><br />(iii) as otherwise required by law.<br /><br />(d)    Never refuse to transfer the record on request by the patient or the patient’s authorized representative, for any reason.<br /><br />(e)    Charge a reasonable fee (if any) for the cost of transferring the record.<br /><br />(f)    Appropriately store records not transferred to the patient’s current physician.<br /><br />(g)    Notify the patient about how to access the stored record and for how long the record will be available.<br /><br />(h)    Ensure that records that are to be discarded are destroyed to protect confidentiality.]]></description>
<pubDate>Fri, 1 May 2026 22:25:30 GMT</pubDate>
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<link>https://www.azmed.org/forums/posts.aspx?topic=1852964</link>
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<description><![CDATA[Support]]></description>
<pubDate>Sat, 2 May 2026 23:31:05 GMT</pubDate>
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<link>https://www.azmed.org/forums/posts.aspx?topic=1853004</link>
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<description><![CDATA[Support.]]></description>
<pubDate>Mon, 4 May 2026 00:36:18 GMT</pubDate>
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<title>SUPPORT WITH REVISION</title>
<link>https://www.azmed.org/forums/posts.aspx?topic=1853490</link>
<guid>https://www.azmed.org/forums/posts.aspx?topic=1853490</guid>
<description><![CDATA[Arizona law requires medical record retention for six years, unless otherwise required, for adults and either at least three years after the child's eighteenth birthday, or for at least six years after the last date the child received medical or health care services from that provider, whichever date occurs later. https://www.azleg.gov/ars/12/02297.htm<br />HIPAA does not specify requirements for retention of medical records, probably because this is already regulated at the state level with differing retention policies between states. HIPAA does establish a 6-year retention requirement for HIPAA-related documents other than medical records. https://www.hipaajournal.com/hipaa-retention-requirements/<br />Many medical institutions, particularly large group practices, have much longer medical record retention policies, some going back over a century, though this would not be possible for small practices. <br />I am in support of Dr. White's resolution, and of the suggestions made by Dr Jamieson, which should be incorporated into the resolution if possible. <br />AMA has several policies related to medical records (enter "medical records" as the search term in the AMA Policy Finder). AMA policy should be reviewed by ArMA Board Members as they scrutinize this proposed resolution, in particular AMA policy 3.3.1 Management of Medical Records, which already includes some items mentioned by Drs. White and Jamieson.<br />]]></description>
<pubDate>Fri, 8 May 2026 19:31:52 GMT</pubDate>
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<link>https://www.azmed.org/forums/posts.aspx?topic=1853502</link>
<guid>https://www.azmed.org/forums/posts.aspx?topic=1853502</guid>
<description><![CDATA[Support]]></description>
<pubDate>Fri, 8 May 2026 19:50:20 GMT</pubDate>
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