AGENCY: Department of Health and Human Services. Healthcare Administration. Division of Integrated Healthcare. Office of Eligibility Policy

SERIES: 22711
TITLE: Medical eligibility case files, Taylorsville office
DATES: 1996-2007.
ARRANGEMENT: Alphabetical by client last name

DESCRIPTION: These case files document the client history of any individual who applies for help or receives services through the Bureau of Eligibility Services. Client information is used to determine eligibility for the following programs: Medicaid, Utah Medical Assistance Program (UMAP), Child Health Insurance Program (CHIP), and Qualified Medical Beneficiary (QMB). The case file is also used by the Department of Workforce Services if clients apply for food stamps, general assistance, or child care services. The agency verifies an individual's income, asset availability, place of residence, social security number, birth certificate, paternity information, insurance coverage, and medical disability status.

RETENTION

DISPOSITION

RETENTION AND DISPOSITION AUTHORIZATION

Retention and disposition for this series were specifically approved by the State Records Committee.

APPROVED: 07/2000

FORMAT MANAGEMENT

Paper: Retain in Office until case closes and then transfer to State Records Center. Retain in State Records Center for 5 years and then destroy provided case is not reopened.

APPRAISAL

Administrative Fiscal

These records have fiscal value because they track the expenditure of public funds and must be created and maintained to meet the requirements established by 42 C.F.R. 431.17.

PRIMARY DESIGNATION

Private. UC 63G-2-302 (2008).

SECONDARY DESIGNATION

Controlled. UC 63G-2-304 (2008).

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