Sender: |
|
Date: |
Tue, 17 Jun 2014 10:22:02 -0500 |
Reply-To: |
|
Content-Transfer-Encoding: |
7bit |
Subject: |
|
From: |
|
Content-Type: |
text/plain; format=flowed; charset="utf-8"; reply-type=original |
In-Reply-To: |
|
Organization: |
Fares Family |
MIME-Version: |
1.0 |
Parts/Attachments: |
|
|
In Texas, when I used to manage information at a pediatric hospital, I kept
the records on the shelf as long as possible. However, when a record became
inactive for one reason or another, I would calculate the patient's 21'st
birthday and compare it to a retention period of 10 years after the date of
the last visit....whichever was the longer of the two....and group purges by
the date that calculated as the longer of the two retention periods. That
way, all of the records in the box aged out at the same time.
In some states, I believe that the cut-off is age 20, but we always used age
21...it was recommended by our legal team at the time. You can use an excel
spreadsheet to calculate or you can simply enter a patients birthdate and
have a little SQL routine calculate both dates simultaneously. Select the
date for the longer of the two retention periods and group them
accordiningly in a box either by month/year, quarter/year, or by
year...depending on how often you shred records.
List archives at http://lists.ufl.edu/archives/recmgmt-l.html
Contact [log in to unmask] for assistance
To unsubscribe from this list, click the below link. If not already present, place UNSUBSCRIBE RECMGMT-L or UNSUB RECMGMT-L in the body of the message.
mailto:[log in to unmask]
|
|
|