AGENCY: Department of Health and Human Services. Division of Services for People with Disabilities

SERIES: 80123
TITLE: Accepted Title XIX client assessment files
DATES: 1980-2009.
ARRANGEMENT: alphabetical by client's name

DESCRIPTION: This is a record of health assessments done on a new or current client to determine whether they meet the qualifications stipulated under the Title XIX program guidelines. This series includes a physicians summary, a social history, psychological information, medical information, and a Needs Assessment.

RETENTION

DISPOSITION

RETENTION AND DISPOSITION AUTHORIZATION

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

APPROVED: 12/1988

FORMAT MANAGEMENT

Paper: Retain in Office for 3 years after case is closed or date of last treatment and then transfer to State Records Center. Retain in State Records Center for 4 years and then destroy provided no litigation is pending.

APPRAISAL

Administrative Fiscal Legal

Retention is based on 42 CFR 432.17.

PRIMARY DESIGNATION

Private. client information except psychological information. Training School client information.

SECONDARY DESIGNATION

Controlled. psychological information, Training School client information

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