Effective August 12, 2021 CHA Manuals are available in ePub format only
The ePub includes a PDF and access to the CHA Manuals App for mobile use. CHA members may download PDFs for all CHA manuals, from the publications download library; the free CHA Manuals App may be downloaded from the Apple App Store or the Google Play Store.
Overview
CHA’s Record and Data Retention Schedule provides an overview of practical considerations in determining record retention policies and helps answer the question which records need to be kept and for how long.
The guide can help reduce storage costs and avoid legal pitfalls by making clear when it is safe to dispose of certain records. This comprehensive resource addresses all formats – including paper, electronic, microfiche, and audio/visual recordings – and discusses:
- Why hospitals and health care providers should have a record retention policy
- Pertinent factors to consider when determining how long to keep various documents
- General record retention considerations, with specific state and federal requirements listed
- Considerations regarding record disposal and/or destruction
Contents
- Record Retention Considerations
- Recommended Record Retention Schedule
- Administrative Records
- Admitting Records
- Business and Finance Records
- Department Records
- Dietary Department Records
- Engineering Records
- Housekeeping/Environmental Services Records
- Human Resources Records
- Imaging/Radiology Records
- Laboratory Records and Specimens
- Medical Records
- Medical Staff Records
- Nuclear Medicine Records
- Nursing Records
- Pharmacy Records
- Public Relations Records
- Purchasing and Receiving Records
- Research Records
(9th edition, 2018 — Originally published as the “Records Retention Guide”)
Preview the Guidebook
Click here to preview the guidebook.
ePub Terms of Use
CHA Members
Electronic copies of CHA Publications are available free to CHA members. CHA members may download each PDF for their individual use and/or post it to an Intranet or shared workstation environment.
CHA Nonmembers
Limited Use License: In purchasing this electronic publication (Publication), the individual who purchased it (Purchaser) agrees to abide by the terms of this Limited Use License. This Limited Use License: (1) gives Purchaser a non-exclusive, non-assignable, royalty free, perpetual, limited right to use this electronic publication only for his/her personal use; and (2) prohibits Purchaser from posting, reproducing, distributing, disseminating, transmitting, or otherwise allowing anyone else to access or use this Publication. CHA is and will be the sole and exclusive owner of all right, title, and interest, including intellectual property rights, in this Publication and its contents. CHA will strictly enforce the terms of this Limited Use License.
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Limited Use License (click here to print)
In purchasing this electronic publication (Publication), the entity who purchased it (Purchaser) agrees to abide by the terms of this Limited Use License. This Limited Use License:
(1) gives Purchaser a non-exclusive, non-assignable, royalty free, perpetual, limited right to use this electronic publication by posting it to a single intranet environment of a single organization; and
(2) prohibits Purchaser from reproducing, distributing, disseminating, transmitting, or otherwise allowing any other entity or individual to access or use this Publication or to post it to another organization’s intranet environment.
CHA is and will be the sole and exclusive owner of all right, title, and interest, including intellectual property rights, in this Publication and its contents. CHA will strictly enforce the terms of this Limited Use License.
Purchases that include electronic publications are not refundable.
For questions about the policy, contact Publications.