Monday, April 23, 2012

H- Family Files Retention Guidelines

H-1 Address – Phone Directory Personal Preference.

H-2 Awards Personal Preference. 

H-3 Certificates (Birth, Death, Marriage, etc.) Indefinitely.
  • There may be occasions several years in the future related to hidden assets such as insurance policies or stocks, etc. where death certificates will need to be presented for claims.
H-4 Child Care Records Personal Preference.

H-5 Family Memorabilia Personal Preference.

H-6 Hobbies / Leisure Personal Preference.

H-7 Holidays / Special Occasions Personal Preference.

H-8 Medical Records Indefinitely.
  • Generally, this category should be further segmented by each family member name (patient), and then further by the physician / facility who attended / treated this patient.
  • Examples of medical records that should be saved in this location include copies of immunizations, diagnostic tests and results, prescriptions and related instructions, dental examination records and medical emergency information.
  • Health Insurance claims are not filed here. See (D-5) Health Insurance

H-9 Pets / Veterinary Records Indefinitely

H-10 Photographs Personal Preference.

H-11 Recipes Personal Preference.

H-12 Recreation / Sports Personal Preference.

H-13 Religious Personal Preference.

H-14 School Records Indefinitely.
  • This location can contains report cards, tests / results, awards, extracurricular activities, achievements, etc. These records are useful when applying for secondary school or college.

H-15 Scrapbook Personal Preference.

H-16 Travel / Vacation Personal Preference.

No comments:

Post a Comment