Dr. Wei and Dr. Tusang have a small optometry practice, and they have been in business for over 15 years. They currently store charts in an offsite storage facility and do not have a retention plan or destruction policy. They are considering storing their records electronically. Dr. Wei saw your advertisement in the Journal of Optometry and phoned you for a consultation to discuss their options.

Between client/server vendors and cloud-based solutions, which solution is the best recommendation for their practice? Explain your answer.

2.

What should the practice consider in establishing a record retention plan?

3.

What suggestion do you have for the doctors to reduce their off-site storage costs?