AGENCY: Department of Health and Human Services. Office of Children with Special Healthcare Needs

SERIES: 7811
TITLE: Closed account ledger cards
DATES: 1985-
ARRANGEMENT: None

DESCRIPTION: This is an accounting record used to keep track of payments for health care provided by the bureau. It includes the patient's name, address, and chart number; the dates of payment; the amounts of the payments; and whether the payments were under medicaid, from insurance, from a third party source, or from the patient.

RETENTION

Retain for 3 year(s)

DISPOSITION

Destroy.

RETENTION AND DISPOSITION AUTHORIZATION

These records are in Archives' permanent custody.

APPROVED: 08/1986

FORMAT MANAGEMENT

Paper: Retain in Office for 1 year and then transfer to State Records Center. Retain in State Records Center for 2 years and then destroy.

APPRAISAL

Administrative Fiscal

Once an account has been paid in full or written off, the ledger card is pulled from the open files. The office staff has no further use of the record then, but it should be retained for 3 years in case of an audit.

PRIMARY DESIGNATION

Private

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