AGENCY: Department of Health and Human Services. Office of Children with Special Healthcare Needs
SERIES: 7811
TITLE: Closed account ledger cards
DATES: 1985-
ARRANGEMENT: None
DESCRIPTION: This is an accounting record used to keep track of payments for health care provided by the bureau. It includes the patient's name, address, and chart number; the dates of payment; the amounts of the payments; and whether the payments were under medicaid, from insurance, from a third party source, or from the patient.
RETENTION
Retain for 3 year(s)
DISPOSITION
Destroy.
RETENTION AND DISPOSITION AUTHORIZATION
These records are in Archives' permanent custody.
APPROVED: 08/1986
FORMAT MANAGEMENT
Paper: Retain in Office for 1 year and then transfer to State Records Center. Retain in State Records Center for 2 years and then destroy.
APPRAISAL
Administrative Fiscal
Once an account has been paid in full or written off, the ledger card is pulled from the open files. The office staff has no further use of the record then, but it should be retained for 3 years in case of an audit.
PRIMARY DESIGNATION
Private