Record and Data Retention Schedule

A guidebook on which records should be kept and for how long

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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


  • 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”)

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