Policy Manual sample

MDT Home Health Care Agency, Inc. POLICY ON RETENTION/DISPOSAL OF RECORDS It is the policy of MDT Home Health Care Agency, Inc. that all patient clinical records shall be retained in our office for at least five years from the date payment for services to that patient is first sought. (Clinical records shall be maintained for five (5) years, for all adults patients, minors clients records will be retained for a minimum of (5) five years after the age of majority is reached, Client records involved in litigation are retained until after settlement.) This policy shall stay in place even if this agency ceases to be operative. In the event a patient is transferred from this agency to another health facility, a copy of the patient's record shall accompany the patient. All patient records shall be kept under key in a safe place in our office cabinets or locked drawers/office. Disposal of Medical Records: 1. Records may be destroyed at the end of the retention period. A notation of the destruction, including the date shall be made on the master alphabetical index, which shall be retained permanently. 2. In the event of dissolution of the corporation, all records will be stored in a warehouse for five years after the month the cost report to which the records apply is filed with the intermediary. 3. This Agency will not destroy clients records that relate to any matter that is pending litigation and has not been finally resolved. Home Health Agency - - Skilled Professional Services C-20