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Subject:
Re: Adult vs minor records retention
From:
mwhaider <[log in to unmask]>
Reply To:
Records Management Program <[log in to unmask]>
Date:
Thu, 12 Jun 2014 23:11:11 -0400
Content-Type:
text/plain
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text/plain (29 lines) 
As a rule of thumb you separate records so that only one records
category/classification - all with the same retention time - are put in any
given box.  For example, Personnel files are usually boxed in the year that
the employees are terminated; they are not mixed with Medical Files or any
other record category that may apply to employees.  It is better (and
easier for disposition) to have a partially filled box than to mix record
categories and retention times.

It appears to me that you have two different record categories:  Patient
Charts - Adult and Patient Charts - Minor.  I recommend that you do not mix
the two categories in the same box.  The other part of the equation depends
on the "cut off" or "trigger event" for Patient records as authorized by
your approved records retention schedule.

Mary

Mary W. Haider, MBA, CRM
Records & Information Manager and Consultant
[log in to unmask]
865-983-1371

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