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

SERIES: 82004
TITLE: Insurance tracking and reimbursement file
DATES: 1985-
ARRANGEMENT: Alphabetical by name

DESCRIPTION: This is a file of requests sent to insurance companies for payment of claims or statements that the claim was denied. This documents that all attempts to secure payment from other sources has been made before the bureau pays providers for services to handicapped children. The information includes the insurance company name and address, the patient's name and identification number, the parent's name and address, the policy number, the services provided, and the amount of the billing.

RETENTION

Retain for 2 year(s)

DISPOSITION

Destroy.

RETENTION AND DISPOSITION AUTHORIZATION

These records are in Archives' permanent custody.

APPROVED: 06/1987

FORMAT MANAGEMENT

Paper: Retain in Office for 2 years and then destroy.

APPRAISAL

Administrative

After the insurance company provides payment or denies the claim the record has administrative value for reference and for workload studies. After two years, the administrative value ends.

PRIMARY DESIGNATION

Private

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