AGENCY: Department of Health and Human Services. Healthcare Administration. Division of Integrated Healthcare. Office of Eligibility Policy
SERIES: 20944
TITLE: Medical eligibility case files
DATES: 1981-
ARRANGEMENT: Alphabetical by client last name
DESCRIPTION: These case files document the client history of any individual who applies for help or receives services. Client information is used to determine eligibility for the following programs: Medicaid; Utah Medical Assistance Program, UMAP; Child Health Insurance Program, CHIP; Qualified Medical Beneficiary, QMB. The case file is also used by the Department of Workforce Services if clients apply for food stamps, general assistance, or child care services.
The agency verifies an individual's income, asset availability, place of residence, Social Security number, birth certificate, paternity information, insurance coverage, and medical disability status.
RETENTION
Retain for 5 year(s) after case is closed
DISPOSITION
Destroy.
RETENTION AND DISPOSITION AUTHORIZATION
Retention and disposition for this series were specifically approved by the State Records Committee.
APPROVED: 03/1999
FORMAT MANAGEMENT
Paper: Retain in Office for 1 year after closure of the case file and then transfer to State Records Center. Retain in State Records Center for 4 years and then destroy.
APPRAISAL
Administrative Fiscal
This disposition is based on the agency's use of the patient's case file.
PRIMARY DESIGNATION
Private. UCA 63G-2-302 (2008).
SECONDARY DESIGNATION
Controlled. UCA 63G-2-304 (2008).