| 005621 |
Case Files: Referred but Not Accepted as Clients
|
This series documents the screening or evaluation of possible clients who were referred but not accepted for services. This series may include, but is not limited to: summary of prescreening reports. |
Retain 2 year(s) after last action |
Confidential Destruction |
|
12/8/2022 |
| 005610 |
Claims and Billing
|
This series documents requests for payments of services rendered to clients. This series may include, but is not limited to: billing information, including those for Medicare/Medicaid clients; invoices; and payments. |
Retain 6 year(s) after audit |
Confidential Destruction |
|
12/8/2022 |
| 005612 |
Client Case Files: Adult
|
This series documents treatment and services provided to adult patients, both court ordered and non. This series may include, but is not limited to: authorization/consent to release form, insurance and payment information, raw data used to evaluate clients, summary of prescreening reports, counseling, emergency, medical, or treatment records. |
Retain 10 year(s) after last action |
Confidential Destruction |
COV 54.1-2910.4, 42CFR438.3(u)
|
12/8/2022 |
| 005613 |
Client Case Files: Minor
|
This series documents treatment and services provided to minor patients, both court ordered and non. This series may include, but is not limited to: authorization/consent to release form, insurance and payment information, raw data used to evaluate clients, summary of prescreening reports, counseling, emergency, medical, or treatment records. |
Retain 28 year(s) after birth |
Confidential Destruction |
COV 54.1-2910.4, 42CFR438.3(u)
|
12/8/2022 |
| 200760 |
Health Insurance Portability and Accountability Act (HIPAA) Records
|
This series documents compliance with the Health Insurance Portability and Accountability Act (HIPAA) regulations. This series may include, but is not limited to: correspondence, reports, plans, policies, procedures, complaints, disclosure forms, and training material. |
Retain 6 year(s) after end of calendar year |
Confidential Destruction |
45 CFR 164.530(j)
|
12/8/2022 |
| 005624 |
Performance Contract Review
|
This series documents compliance with a CSB's approved performance contract. This series may include, but is not limited to: review of consumer and service data, audit, and financial reports, and documentation of on-site reviews. |
Retain 4 year(s) after end of state fiscal year |
Confidential Destruction |
|
12/8/2022 |
| 005618 |
Service Logs
|
This series documents the control, scheduling, or monitoring of services provided. This series may include, but is not limited to: admission, closing, and crisis/emergency logs. |
Retain 2 year(s) after last action |
Confidential Destruction |
|
12/8/2022 |
