AGENCY: Department of Health and Human Services. Division of Substance Use and Mental Health. State Hospital

SERIES: 82050
TITLE: Patient trust accounts
DATES: 1983-
ARRANGEMENT: Alphabetical by name, thereunder numerical by social security number

DESCRIPTION: This is a record of the amount of money received from the Social Security Administration by the hospital on behalf of the patient. The amount is noted when it comes into the office. The money is distributed to the patient by the unit supervisor. Notations are made in a log book of the items that were purchased for or by the patient. The business office does a weekly printout of this record for easy access and reference.

This series includes the unit name, balance in the patient's account, and the patient's social security number.

RETENTION

Retain for 10 year(s)

DISPOSITION

Destroy.

RETENTION AND DISPOSITION AUTHORIZATION

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

APPROVED: 09/1988

FORMAT MANAGEMENT

Paper: Retain in Office for 1 month after date of entry and then destroy provided all changes have been entered on data system.

Computer magnetic storage media: Retain in Office for 5 years after date of entry or until all audits have been completed and then transfer to Tape Library. Retain in Tape Library for 5 years and then erase.

APPRAISAL

Administrative Fiscal

PRIMARY DESIGNATION

Private

SECONDARY DESIGNATION

Controlled. 42 CFR 482.24 (1990), and 42 CFR 456.113 (1990)

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