Compliance Made Simple
Document Retention ScheduleTemplates & Guidelines
Industry-specific retention schedules ensuring compliance with HIPAA, SOX, GDPR, and other regulations. Download templates and implement best practices.
12+
Industries Covered
300+
Document Types
50+
Compliance Rules
June 2024
Last Updated
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Healthcare Retention Schedule
HIPAA-compliant retention schedules for medical facilities
Regulations
HIPAA
HITECH
State Medical Records Acts
Document Types
45+
Last Updated
2024-06-15
These retention periods are general guidelines. Always consult with legal counsel and verify current regulations for your specific jurisdiction.
Retention Schedule Details
6 document types shown
| Document Type | Category | Retention Period | Trigger Event | Regulation | Destruction |
|---|---|---|---|---|---|
Patient Medical Records Adult records: 6 years minimum. Minor records: Until age 18 + statute of limitations | Clinical | 6-10 years | From last patient encounter | HIPAA | Secure Shred |
X-rays and Imaging | Clinical | 5-7 years | From date of service | State regulations vary | Secure Shred |
Insurance Claims | Financial | 7 years | From date of service | IRS/Medicare | Secure Shred |
Employee Health Records | HR | 30 years | From termination | OSHA | Secure Shred |
Appointment Schedules | Administrative | 3 years | From appointment date | Electronic Wipe | |
HIPAA Authorizations | Compliance | 6 years | From expiration | HIPAA | Secure Shred |
Implementation Guide
1. Assess Current State
Inventory all document types and current retention practices
2. Map to Requirements
Align document types with regulatory requirements
3. Create Policies
Document retention and destruction procedures
4. Train Staff
Ensure all employees understand their responsibilities
5. Automate & Monitor
Implement systems to enforce retention schedules
Best Practices
Regular Reviews
Review and update schedules annually or when regulations change
Legal Hold Procedures
Establish clear processes for litigation holds
Secure Destruction
Use certified destruction methods for sensitive documents
Audit Trail
Maintain records of retention and destruction activities
Need Help Implementing Your Retention Schedule?
Our document management experts can help you create and automate compliant retention schedules for your organization.