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Hospitals and Clinics

Patient Billing and Payment Records

These records document the general billing for treatment or services received and associated payments for all hospital and clinic services.  These records include payments made by the patient, insurance company, Medicare, Medicaid, Third -Party Payer Remittance, and any other payors.  These records include Remittance Advices, Explanations of Benefits, Cash Receipt Reports, Submitted Claims and Supporting Documentation.  

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Patient Records and Charts (Electronic Only)

This records series applies to electronic documentation related to tests, treatments, and hospitalizations of all patients treated or for services performed at University Hospital and Clinics departments for all patients (adults, minors, students and deceased patients).  This retention also applies to the Schools of Psychology, Orthodontics, Ophthalmology, Dentistry, Vision, etc.

Paper copies of records that have been digitized may be destroyed when no longer of administrative value.  

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Patient Records and Charts (Paper and Microform Only)

This retention applies to hardcopy (paper and microform) patient treatment records and charts only.  This retention applies to adults, minors, students and deceased patients with paper or microfilm files/charts created prior to the implementation of electronic patient charts in 2017.   This retention also applies to non-electronic Dental, Vision and Psychology Records.  

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