Georgia Archives

University System of Georgia

State Agency Specific Retention Schedules

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Behavioral Health and Developmental Disabilities, Department of

Total entries: 221   (Listed alphabetically by title)


1979-0243 | Outpatient Invoice/Receipt Files (Outpatient Fee Slips) (All files except Medicare-Medicaid Clients)

Description: 

Retention:  3 years

Vital Record:  FALSE


1979-0243 | Outpatient Invoice/Receipt Files (Outpatient Fee Slips) (Files for Medicare-Medicaid Clients)

Description: 

Retention:  5 years

Vital Record:  FALSE


1974-0445 | Outpatient Record Index Files

Description: 

Retention:  1 year after transfer or termination of outpatient treatment

Vital Record:  FALSE


1974-0434 | Patient Absence Files

Description: 

Retention:  Retain until return of patient or when no longer needed

Vital Record:  FALSE


1979-0241 | Patient Account Case File (Patient Profile) (All files except for Medicare-Medicaid Clients)

Description: 

Retention:  3 years after case becomes inactive

Vital Record:  FALSE


1979-0241 | Patient Account Case File (Patient Profile) (Medicare-Medicaid Clients files)

Description: 

Retention:  5 years after case becomes inactive

Vital Record:  FALSE


1979-0247 | Patient Accounts - Administrative Reports - Responsible Party Cross Reference, Financial Summary, an

Description: 

Retention:  Retain for useful life

Vital Record:  FALSE


1979-0247 | Patient Accounts - Administrative Reports - Statement of Account and Account Status Reports (All fil

Description: 

Retention:  3 years

Vital Record:  FALSE


1979-0247 | Patient Accounts - Administrative Reports - Statement of Account and Account Status Reports (Files f

Description: 

Retention:  5 years

Vital Record:  FALSE


1979-0248 | Patient Accounts Financial Report Files (All files except Medicare-Medicaid Clients)

Description: 

Retention:  3 years

Vital Record:  FALSE


1979-0248 | Patient Accounts Financial Report Files (Files for Medicare-Medicaid Clients)

Description: 

Retention:  5 years

Vital Record:  FALSE


1974-0442 | Patient Condition Reporting Files

Description: 

Retention:  3 months

Vital Record:  FALSE


1976-0291 | Patient Medical Case History Record Files

Description:  Request for all services and the treating of persons in State-financed institutions.

Retention:  See original retention schedule

Vital Record:  FALSE


1974-0444 | Patient Medical Record Index Files

Description: 

Retention:  Permanent

Vital Record:  FALSE


1976-0223 | Patient Medical Record Locator File

Description:  Recording the location of the patient medical record when that record is removed from the Medical Records Section by institution staff.

Retention:  Retain until transfer of Medical Record to State Records Center

Vital Record:  FALSE


1976-0233 | Patient Medical Record Locator Files

Description: 

Retention:  Retain until medical record is tranferred to State Records Center

Vital Record:  FALSE


1978-0296 | Patient Medical Records - Eugenics Files

Description: 

Retention:  Permanent

Vital Record:  FALSE


1974-0437 | Patient Personal Funds Accounting Files

Description: 

Retention:  3 years

Vital Record:  FALSE


1974-0436 | Patient Personal Funds Record Files

Description: 

Retention:  3 years after withdrawal of all money

Vital Record:  FALSE


1976-0224 | Patient Pre-Admission Screening/Not Admitted Files

Description:  Documents relating to pre-admission screenings or interviews of potential patients in D.H.R. Institutions.

Retention:  2 years

Vital Record:  FALSE


1976-0290 | Patient Statistical Report Files

Description:  Accounting for patients in State - financed institutions.

Retention:  Magnetic tape: Permanent. Daily Census Reports: 3 years. Monthly Statistical Summary: 10 years. Other Files: Retain for useful life.

Vital Record:  FALSE


1974-0435 | Patient Transfer Files

Description: 

Retention:  3 months

Vital Record:  FALSE


1974-0438 | Patient Valuables and/or Personal Property Files

Description: 

Retention:  1 year after return of valuables to patient or authorized individual

Vital Record:  FALSE


1976-0356 | Patient Worker Case Files

Description:  Maintaining records on patient-workers

Retention:  32 years after termination of employment

Vital Record:  FALSE


1977-0096 | Pending Volunteer Sponsor Applicant Files

Description: 

Retention:  Approved applicants: Transfer to Volunteer Services Worker Active Case Files. All others: 3 years

Vital Record:  FALSE


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