Library: Records Disposition Schedules
OKDHS
County Offices
Consolidated Records Disposition Schedule 82-37
January 26, 2006
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Client Records
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| 2-39 |
In-Home Personal Care Record
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| Description: |
Files contain personal care records of In-Home Personal Care including completed applications, evidence of certifications and recertifications, progress reports, as well as incoming and copies of outgoing correspondence and memoranda.
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| Volume: |
120 cubic feet per year
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| Disposition: |
Retain in office and review on an annual basis. Destroy duplicate and ancillary materials no longer required for administrative purposes. Retain substantive records in office three (3) years then destroy provided: (a) all audits have been completed and all applicable audit reports have been accepted and resolved by all applicable federal and state agencies; (b) no legal actions are pending; and (c) approval to destroy documents has been received from the State Records Administrator or his/her designee. If legal action is pending, destroy two (2) years after exhaustion of all legal remedies provided records meet all stipulated retention requirements, and approval to destroy records has been received from the State Records Administrator or his/her designee.
OR
Retain substantive records in office six (6) months, then transfer to the DHS Records Center. Transfer monthly from the DHS Records Center to the State Records Center. Retain in the State Records Center and destroy individual records when they become three (3) years old provided: (a) all audits have been completed and all applicable audit reports have been accepted and resolved by all applicable federal and state agencies; (b) no legal actions are pending; and (c) approval to destroy documents has been received from the State Records Administrator or his/her designee. If legal action is pending, destroy two (2) years after exhaustion of all legal remedies provided records meet all stipulated retention requirements, and approval to destroy records has been received from the State Records Administrator or his/her designee.
Added January 17, 2001
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