Data management

Whether your clinic currently uses paper patient records or electronic medical records, you must consider your medical-legal obligations to retain records, what information you want in your new system and how that information can be transferred.

This section provides resources to assist you in assessing the current state of your records (custodian assessment), considerations for disposing of hardware and information, and shares information on how data transfer into your new EMR might occur. 

Data management handbook

Data management contracts

Custodian assessment report - patient paper records

Custodian assess report template - EMR patient records

Hardware and information disposal

The AMA advances patient-centered, quality care by advocating for and supporting physician leadership and wellness.