1. Legal and risk management leadership should determine state-specific medical record retention requirements.
2. Certain records not considered part of the permanent patient record may still be subject to state and/or federal retention requirements.
3. Crash cart daily checks, temperature monitoring logs, employee file documents and meeting agendas and minutes are examples of documents not considered part of a patient’s medical record.
4. Surveyors expect compliance with local, state and federal requirements and require organizations to have records dating back to the last full survey available.
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