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Effective Records Management Health and Care Documentation and Record Keeping

Wed, 16 Oct 2024

Virtual, Online

Follow the conference on X #recordsmgt

This conference focuses on a practical guide to effective records management and improving health and care documentation. There will be a focus on educating and training frontline staff in good documentation, records standards and requirements for record keeping, and learning from complaints, claims and coroner’s inquests to improve record keeping practice. The conference will discuss underlying standards and principles and include guidelines on topics such as legal, professional, organisational and individual responsibilities when managing records. We will hear from a Coroner on their perspective on documentation on record keeping and how improvements could be made. There will be an extended focus on ensuring records are patient focused and involving patients in their health and care record. The conference will also discuss ensuring you are compliant with the new Personalised care planning standards which came into force on 31st January 2024.

“Everyone within a health and care organisation is responsible for managing records appropriately. It is therefore important that you understand how records should be managed - how records are created, maintained and disposed of appropriately.”

Records Management Code of Practice NHS England December 2023

“Personalised care planning standards will help to enable people to manage their own care, with the support of a wide range of services including GPs, hospitals, occupational therapy and social care. This new standard will help citizens and health and care professionals get the right information when they need it, in order to personalise care, and improve the experience for the patient, their carer and their families.

PRSB 2024

This conference will enable you to:

  • Network with colleagues who are working to improve documentation and record keeping

  • Learn from outstanding practice in meeting record keeping standards

  • Reflect on national developments and learning

  • Learn from cases, claims and coroner’s inquests

  • Understand legal, professional, organisational and individual responsibilities when managing records

  • Explore issues around handwritten clinical notes, emails, care plans, diagnosis recording and observation charts

  • Improve the way you train and support staff to improve documentation and record keeping

  • Develop your skills in involving patients in their health and care record

  • Understand how you can improve and assess record keeping practice

  • Reflect on a coroner perspective on record keeping

  • Identify key strategies for ensuring information is shared appropriately and this is documented effectively

  • Prevent inappropriate access to records and ensure an audit trail

  • Ensure you are up to date with the latest legal developments

  • Self assess and reflect on your own practice

  • Supports CPD professional development and acts as revalidation evidence. This course provides 5 Hrs training for CPD subject to

  • peer group approval for revalidation purposes

Speakers include:

Mr Mike O'Connell

Legal Services Practitioner and Interim Senior Inquests Manager
Calderdale and Huddersfield NHS Foundation Trust

Xavier Mooyaart

Assistant Coroner
London Inner South

Exhibition & Sponsorship Packages

This conference offers a valuable opportunity for industry suppliers to personally meet with their target audience where they will have time to talk and demonstrate the benefits of their products. High quality specialist audiences make having a presence at our events a highly targeted and cost effective marketing channel.

Why Exhibit?

Having a presence at this event will give you the opportunity to:

  • Demonstrate your product, system or service
  • Network and engage with your key audience  
  • Generate new business leads
  • Gain exposure for your brand and raise the profile of your organisation
  • Understand the current needs of your audience and challenges they’re facing
  • Update your knowledge of national policy and local developments  


Contact Sarah Jane for exhibition and sponsorship prices, or to discuss a tailored package to suit your needs and budget.

Fee Options

Virtual NHS, Schools, Care and Public Sector



Virtual Voluntary sector & charities



Virtual Commercial organisations



(Prices in brackets include VAT)


Additional delegate discount:

A discount of 15% will be applied to fees for any extra delegates.

Online discount:

A discount of 10% will be applied if you pay using the website.

Also of Interest

Supporting Organisations

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