Publication

Record and Data Retention Schedule
2018 edition available in late September

Member Rate  
Printed Manual
$135
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Electronic Manual (PDF)
$135
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Print/Electronic Bundle
$170
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Non-Member Rate  
Printed Manual
$290
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Electronic Manual (PDF)
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$365
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Overview

Which records should be kept and for how long?

Storing records needlessly is costly. Yet disposing of them prematurely raises legal concerns. This straightforward guidebook tells which records should be kept and for how long, and helps you establish an efficient records retention schedule. Included is an overview of legal and practical considerations in determining record retention policies.

Especially useful is a schedule of statutory and regulatory retention requirements by document type. Records commonly used by hospitals and other health care providers are listed. The schedule also recommends how long to keep records when the law requires retention but doesn’t specify time frames.

Contents

  • Record Retention Considerations
  • Record Retention Recommended Schedule
    • Administrative Records
    • Admitting Records
    • Business and Finance Records
    • Department Records
    • Dietary Department Records
    • Engineering Records
    • Housekeeping/Environmental Services Records
    • Human Resources Records
    • Imaging/Radiology Records
    • Laboratory Records and Specimens
    • Medical Records
    • Medical Staff Records
    • Nuclear Medicine Records
    • Nursing Records
    • Pharmacy Records
    • Public Relations Records
    • Purchasing and Receiving Records
    • Research Records

(9th edition, 2018 — Originally published as the “Records Retention Guide”)

E-Manual Terms of Use

Limited Use License:

In purchasing this electronic publication (Publication), the individual who purchased it (Purchaser) agrees to abide by the terms of this Limited Use License. This Limited Use License: (1) gives Purchaser a non-exclusive, non-assignable, royalty free, perpetual, limited right to use this electronic publication only for his/her personal use; and (2) prohibits Purchaser from posting, reproducing, distributing, disseminating, transmitting, or otherwise allowing anyone else to access or use this Publication. CHA is and will be the sole and exclusive owner of all right, title, and interest, including intellectual property rights, in this Publication and its contents. CHA will strictly enforce the terms of this Limited Use License.

NOTE: Print functionality is disabled in the Individual PDF. If you are interested in posting a PDF to an Intranet please contact Bob Mion at 916-552-7508 or bmion@calhospital.org.

Purchases that include electronic publications are not refundable.

For questions about the policy, contact Publications.

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