Brandon O'Connor

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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.

Read the full article on page 7 of the PA Optometric Association’s newsletter >

October 06, 2025

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