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How Long Do Assisted Living Facilities Keep Patient Records?

Date Updated: July 26, 2024

Written by:

Tiffany Stockton

Tiffany Amber Stockton, an award-winning author and speaker, excels in crafting narratives on senior healthcare, with an expertise in memory care after helping her grandfather live with dementia. With twenty-six published books to her credit, she uniquely blends literary prowess with a compassionate understanding of the challenges faced by older adults. Follow her on LinkedIn for updates on her distinguished writing career in the realm of professional copywriting and copyediting.

Assisted living facilities keep patient records for 6 to 10 years after the last date of service or after the resident’s discharge. Federal and state laws, such as the Health Insurance Portability and Accountability Act, dictate the retention and privacy of health records for assisted living residents. If you’re concerned about the retention of your own or a loved one’s records, contact the facility directly and inquire about its record retention policies.

Why facilities retain patient records

Resident records contain valuable information about medical history, treatment plans and care preferences. Maintaining these records ensures continuity of care. Health care professionals rely on accurate and complete records to assess residents’ needs and implement appropriate care plans. If a resident transfers to another health care provider or facility, comprehensive and up-to-date records facilitate a seamless care transition. The same applies to emergencies. Quick access to resident records aids emergency responders and health care providers in making informed decisions.

Factors affecting the length of retention periods

Assisted living facilities must comply with federal and state laws regarding records retention, but provider specialties and legal considerations influence specific retention lengths. Skilled providers performing intricate procedures, such as implanting devices, sometimes retain records longer than a practitioner who offers therapy. Most facilities maintain records long enough for the statute of limitations to expire on any potential litigation requests. Most times, this occurs after ten years. However, facilities retain records indefinitely associated with incidents that could lead to litigation and all records requested by attorneys or administrative agencies.

Ethical considerations and a commitment to residents’ privacy may also influence how long records are retained. Facilities often prioritize resident confidentiality and data security. Converting the less critical administrative paper records to electronic health records aids the retrieval process, freeing up physical storage space for more critical records, such as medical or financial information. Facilities regularly review and update their record retention policies to align with evolving legal and industry standards.

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Caring.com

Caring.com is a leading online destination for caregivers seeking information and support as they care for aging parents, spouses, and other loved ones. We offer thousands of original articles, helpful tools, advice from more than 50 leading experts, a community of caregivers, and a comprehensive directory of caregiving services.

 

The material on this site is for informational purposes only and is not a substitute for legal, financial, professional, or medical advice or diagnosis or treatment. By using our website, you agree to the Terms of Use and Privacy Policy

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