Records Management and Archives

University System of Georgia records retention policies and procedures

USG Records Retention Schedules

CATEGORY: Medical Services

Total: 12   Sorted by title.


Communicable Disease Records

Number:  0472-08-001

Description:  This series may include but is not limited to: laboratory test results; name and address of student; date; and person making referral.

Retention:  3 years.


Immunization Reporting Records

Number:  0472-08-002

Description:  This series is used to comply with State Health Division reporting requirements for immunizations given to patients. Records include immunization log sheets and annual reports.

Retention:  3 years.


Laboratory Inspection Records

Number:  0472-08-003

Description:  This series documents in-house inspection of laboratory equipment on a quarterly basis.

Retention:  Calibrations: Life of the equipment; All other records: 3 years.


Laboratory Test Requests

Number:  0472-08-004

Description:  This series documents physician orders for laboratory tests for students receiving services at the student health center.

Retention:  5 years.


Medical, Counseling, Psychological, and Psychiatric Case Records

Number:  0472-08-005

Description:  This series documents the medical, counseling, psychological, or psychiatric services provided to students and non-students who receive treatment and other medical services, such as vaccines, from the student health center or other health providers. This series may include but is not limited to: appointment request slips; summary sheets; test results; treatment record forms; diagnosis sheets; X-rays; health history/screening sheets; initial evaluation/assessment sheets; referral sheets; health center billing statements; personal health history sheets; notation of services provided and dates; dental examination sheets and X-rays; laboratory test results; physical therapy notes; X-ray release forms; and X-ray requisitions with narrative of radiologist.

Retention:  10 years or until client reaches age 28, whichever is longer.


Patient Logs

Number:  0472-08-006

Description:  This series is used to log in patients who visit the student health center. It may also be used to create annual census reports and 3-year census comparisons.

Retention:  3 years.


Pharmacy Prescription Dispensation Records

Number:  0472-08-007

Description:  This series is used to provide an individual, daily summary, and annual summary record of initial drug dispensation and refills administered by the department as required by the State Pharmacy ¾º²Â×ãÇòapp,Âò×ãÇò¾º²Êapp.

Retention:  Prescription records: 3 years; Drug dosage records: 5 years.


Practitioner Schedules

Number:  0472-08-008

Description:  This series documents the practitioners' work schedules.

Retention:  3 years.


Radiographic Quality Assurance Records

Number:  0472-08-009

Description:  This series documents the setting of measurable standards and procedures for radiographic safety and professional quality by professionals on staff. This series may include but is not limited to: reports by the radiographic staff; quality assurance committee notes; and staff reviews.

Retention:  3 years.


Student Health Center Staff Licensure Records

Number:  0472-08-010

Description:  This series documents the professional and regulatory issuance of credentials to individuals and facilities providing services within the student health center.

Retention:  Until superseded.


Student Health Insurance Records

Number:  0472-08-011

Description:  This series documents students' insurance coverage activity under institution insurance policies. This series may include but is not limited to: benefit explanations; payment summaries; photocopies of checks; invoices; policy change sheets; and ledgers.

Retention:  7 years after expiration of policy and settlement of all claims.


Surgical Instrument Sterilization Records

Number:  0472-08-012

Description:  This series documents the sterilization of surgical instruments used by the student health center staff.

Retention:  3 years.

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