AGENCY: Southwest Behavioral Health Center (St. George, Utah)

SERIES: 11241
TITLE: Client case files
DATES: 1985-
ARRANGEMENT: Alphabetical by client surname

DESCRIPTION: These case files document the diagnosis and treatment of mental health, alcohol and drug abuse patients. The are created by clinical staff including social workers, psychiatrists, nurses, and psychologists. They may include applications for services, assessments, mental health examinations, treatment plans, medical records, progress notes, treatment reviews, income claim forms, copies of paycheck stubs, copies of medicare card, release forms, medication prescribed, copies of prescriptions issued, psychological tests and evaluations. May also contain case management documents such as ninety day reviews and service plans.

RETENTION

Retain for 10 year(s) after separation or until date of birth

DISPOSITION

Destroy.

RETENTION AND DISPOSITION AUTHORIZATION

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

APPROVED: 03/1994

FORMAT MANAGEMENT

Paper: Retain in Office for 10 years after discharge at last episode of care or until patient is 25 years old, whichever is longer, and then destroy.

Digital Versatile Disk - Rewritable: Retain in Office for 10 years after discharge at last episode of care or until patient is 25 years old, whichever is longer, and then destroy.

Compact disc: Retain in Office for 10 years after after discharge at last episode of care or until patient is 25 years old, whichever is longer, and then destroy.

APPRAISAL

Legal

This disposition is based on the Medicare legal requirements specified in the Utah Administrative Code, R414-28 (1983). "As a condition of participation in the Medicaid program ._._._to maintain for a minimum of five years all records necessary to document and disclose fully the extent of all services to Medicaid recipients."

PRIMARY DESIGNATION

Controlled

SECONDARY DESIGNATION

Private. treatment plan, medical history, medical record, application for mental health, alcohol and client admission