Patient and client finance and property management

7.1.1

Records documenting the management of patient/client property, accounts and finances. Includes records which are the primary record of a patient/client's property, clothing, money and valuables, authorisations for the payment of monies or transfer of property e.g. patient election forms, private patient claim and assignment forms, patient money and valuables register, property and clothing books, accounting records.

Retain minimum of 7 years after action completed, then destroy

7.1.2

See entry 7.1.1.

 

7.1.3

Records relating to the handling of patient/client's property or finances which are not the primary record or do not authorise the payment of monies or transfer of property.

Retain minimum of 2 years after action completed, then destroy

7.1.4

See entry 7.1.1.

 

7.2.1

See entry 7.1.3.

 

See entry 7.1.1.

 

7.3.1

Records relating to applications for disability appliances, aids and services e.g. the Program of Appliances for Disabled People.

Retain minimum of 3 years after last contact with or use of the service, then destroy

7.3.2

Records relating to the provision and maintenance of appliances for disabled people.

Retain minimum of 5 years after action completed, then destroy