Best Practices for Patient Termination: A Guide for Pennsylvania Optometrists

Terminating a patient is a serious decision that requires careful attention to legal and ethical requirements. In Pennsylvania, optometrists must follow specific protocols to avoid disciplinary action and HIPAA violations.

In the September/October issue of Keystoner (Pennsylvania Optometric Association newsletter), Brandon O’Connor provides a comprehensive guide covering:

• When patient termination is permissible
• The three key steps for lawful termination: written notice, 60 days of continued care, and medical record access
• Retention requirements for patient records under HIPAA and Pennsylvania law
• Documentation tips to protect your practice and maintain professionalism

Click here or the button below to read the full article on page 7 of the PA Optometric Association’s newsletter.