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Data retention policy enforcement

Purpose

1.1 Automates enforcement of data retention policies for physical therapist records, ensuring regulatory compliance in healthcare and rehabilitation.
1.2 Purpose is to prevent unauthorized record storage, automate deletions after statutory retention periods, and streamline audits.
1.3 Automates internal notifications, compliance verifications, and immutable logging of all data lifecycle events.
1.4 Eliminates manual intervention and human error for continuous compliance with HIPAA and local regulators.
1.5 Automates secure archiving for specified data (e.g., patient files, treatment notes, billing).

Trigger Conditions

2.1 Scheduled automation: periodic check (e.g., nightly, weekly) for expired records.
2.2 Event-based automation: new file uploaded, record updated, policy revision, patient discharge, or flagged review.
2.3 API-call automation: external systems requesting validation or compliance status check.
2.4 Automated legal/regulatory calendar trigger: law changes updating retention periods.

Platform Variants

3.1 AWS S3
• Feature/Setting: S3 Lifecycle Policy; automate rule to delete objects older than X years.
3.2 Microsoft Purview
• Feature/Setting: Data Retention Label Automation; configure compliance center for auto-deletion.
3.3 Google Workspace Admin
• Feature/Setting: Vault Retention Rules automate email and document purge after X years.
3.4 Box
• Feature/Setting: Retention Policy Automation—apply automated deletion to folders containing physiotherapist files.
3.5 Dropbox Business
• Feature/Setting: Data Retention API—programmatic rule to automatically move or delete expired files.
3.6 Salesforce Health Cloud
• Feature/Setting: Automated Process Builder Flow; delete/restrict access to patient data after policy met.
3.7 ServiceNow
• Feature/Setting: Flow Designer automates data archival and deletion record.
3.8 MongoDB Atlas
• Feature/Setting: TTL Index automate document expiry and removal.
3.9 PostgreSQL
• Feature/Setting: Automated Scheduled Job (pg_cron) for periodic data purge script.
3.10 Azure Information Protection
• Feature/Setting: Label-based retention auto-application for compliance.
3.11 Smartsheet
• Feature/Setting: Automated Workflow; send notifications and purge tasks for expiring records.
3.12 Trello
• Feature/Setting: Automate Power-Ups to archive and delete data cards past their retention threshold.
3.13 Okta
• Feature/Setting: Lifecycle Management APIs for automating user data lifecycles on termination/discharge.
3.14 CyberArk
• Feature/Setting: Automated Rotational and Destruction Policy for credentials aligned with data retention.
3.15 Zendesk
• Feature/Setting: Automated Data Deletion Trigger for expired support tickets linked to patient information.
3.16 Snowflake
• Feature/Setting: Automated Time-Travel Retention policy for scheduled data cleanup.
3.17 Workday
• Feature/Setting: Compliance Automation; retire HR and health records after legal period.
3.18 SAP SuccessFactors
• Feature/Setting: Record Deletion Scheduling Automator for healthcare employee documentation.
3.19 G Suite/Gmail
• Feature/Setting: Automated retention policy via Google Vault API for message and file auto-purge.
3.20 Jotform
• Feature/Setting: Auto-Delete Submissions automation for physiotherapy consent forms after set period.

Benefits

4.1 Automates regulatory compliance and reduces manual labor for physical therapists.
4.2 Ensures timely and secure removal of sensitive healthcare data.
4.3 Automates audit trail creation for future reference and inspections.
4.4 Helps avoid costly non-compliance penalties via always-on automation.
4.5 Maintains patient trust by automating privacy safeguards in physiotherapy records.

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