You may submit a request for any of the following records in accordance with applicable public records laws. The departments have included a direct link to some of the records; if there is no link for the record you are seeking, and/or you would like to request additional information regarding that record, please contact the department or division directly using the contact information provided for that specific record.
Annual Cost Report to Medicare
Category:
Administrative Records
Remarks:
Administrative decision
Retention Type:
2 - Current
Retained On-Site:
3 years
Annual Reports
Category:
Administrative Records
Remarks:
Title 22, OSHPD, & Admin. Decision
Retention Type:
2 - Current
Retained On-Site:
3 years
Client Clinical Record
Category:
Clinical Records
Remarks:
Clinical Services Manual Policy-DPH
Retention Type:
2 - Current
Retained On-Site:
7 years
Client Clinical Record Chart Order
Category:
Clinical Records
Remarks:
Medicare Conditions of Participation and Title 22, Division 5, Chapter 6, California Licensing Regulations, State Health & Safety Code
Retention Type:
2 - Current
Retained On-Site:
7 years
Client Home Folder
Category:
Clinical Records
Remarks:
Medicare Conditions of Participation and Title 22, Division 5, Chapter 6, California Licensing Regulations, State Health & Safety Code
Retention Type:
2 - Current
Retained On-Site:
Until discharge, then consolidate in office client record
Employee Records (Include. Performance Appraisals, Education. Records, Infectious Disease Screening Data, Annual Physical Exam Record
Category:
Administrative Records
Remarks:
Medicare Conditions of Participation and Title 22, CA. Health & Safety Code
Retention Type:
2 - Current
Retained On-Site:
5 years
General Ledger
Category:
Administrative Records
Remarks:
Medicare Cond. of Participation
Retention Type:
2 - Current
Retained On-Site:
Current Year
Home Health Agency License
Category:
Administrative Records
Remarks:
Medicare Conditions of Participation and Title 22, CA. Health & Safety Code
Retention Type:
2 - Current
Retained On-Site:
Current Year
Patient Advanced Directives
Category:
Clinical Records
Remarks:
DPH Clinical Services Manual Policy
Retention Type:
2 - Current
Retained On-Site:
7 years
Policies and Procedures Manual - Includes Bylaws, Organizational Charts, Job Descriptions, Services, Governance, Etc.
Category:
Administrative Records
Remarks:
Medicare Conditions of Participation and Title 22, CA. Health & Safety Code
Retention Type:
2 - Current
Retained On-Site:
Current Year
Quarterly Credit Balance Reports
Category:
Administrative Records
Remarks:
Medicare Cond. of Participation
Retention Type:
2 - Current
Retained On-Site:
3 years
Staff Dailies (Phn, Rn, Msw, Pt Ot, Hhaide)
Category:
Administrative Records
Remarks:
Administrative Decision
Retention Type:
2 - Current
Retained On-Site:
Current Year
Staff Licenses and Training Records
Category:
Administrative Records
Remarks:
Medicare Conditions of Paretic. & Title 22
Retention Type:
2 - Current
Retained On-Site:
3 years