AGENCY: Department of Health and Human Services. Healthcare Administration. Division of Integrated Healthcare. Office of Eligibility Policy
SERIES: 7973
TITLE: Medical claims
DATES: 1983-
ARRANGEMENT: None
DESCRIPTION: These are claims for reimbursement filed by medical providers for services covered by medicare and medicaid. They include dentists invoices, health insurance claim forms, pharmacy claim forms, outpatient claims, and long-term care turnaround documents. Information includes, but is not limited to, the patient's name, address, telephone number, date of birth, and sex, whether the client has health insurance, the name, address, and medicaid provider number of the health care provider, a description of the services performed and the charges, and the signatures of the health care provider and the health care financing reviewer.
RETENTION
Retain for 2 year(s) or until administrative need ends
DISPOSITION
Destroy.
RETENTION AND DISPOSITION AUTHORIZATION
These records are in Archives' permanent custody.
FORMAT MANAGEMENT
Paper: Retain in Office for 2 years or until administrative need ends and then destroy.
APPRAISAL
Administrative Legal
The previous retention (1/2/86: 9 years/confidential) was set before the amount of duplication of this record became apparent. The record copy is being retained by Medical Payments and is available for reference there. This copy, therefore, does not have to be saved beyond its usefulness in the office.
PRIMARY DESIGNATION
Private
SECONDARY DESIGNATION
Controlled