
The shift from paper records to Electronic Health Records (EHR) is transforming the healthcare industry and enhancing efficiency and improving patient care. However, one pressing question remains for many healthcare providers: what should be done with paper documents after they have been converted to EHR? Citizens Business Archives is here to provide answers.
What Are the Federal and State Regulations for Retention?
Both federal and state laws dictate the retention period for healthcare records. Federally, HIPAA requires that patient records be retained for at least six years from the date of creation or the last effective date, whichever is later. State laws can vary, with some requiring retention periods of up to ten years or more. Healthcare providers must comply with the most stringent applicable regulations to avoid legal repercussions.
What Are the Medicare and Medicaid Requirements?
Providers participating in Medicare and Medicaid must follow specific documentation retention requirements. Generally, these records must be retained for at least five years after the fiscal year in which the cost report was filed. However, if there is an ongoing audit, investigation, or litigation, the retention period may extend until the issue is resolved.
What Are the Best Practices for Initial Retention and Verification of Paper Documents?
Initially, it is advisable to retain the original paper documents following their digitization. This allows time to make sure the digital copies are accurate, complete, and accessible. A common practice is to retain the paper records for a minimum of 30 to 90 days post-conversion, during which time the electronic versions should be thoroughly checked. If your business needs to store the paper documents longer, Citizens Business Archives can help.
How Should the Destruction of Paper Records Be Handled?
Once the verification period has passed and provided there are no legal requirements to retain the paper copies, healthcare providers may consider destroying the original documents. It is crucial to follow a secure destruction process, such as shredding with Citizens Business Archives, to protect patient confidentiality and comply with HIPAA regulations. Documenting the destruction process is also essential for legal and compliance purposes.
Are There Secure Storage Solutions If the Documents Must Be Kept?
For paper records that must be retained for legal reasons or due to specific operational needs, it’s important to find a secure storage location. Off-site storage facilities, such as those offered by Citizens Business Archives, provide a safe and compliant solution for retaining these documents. Our facilities include advanced security measures and efficient retrieval systems, ensuring that records are protected and accessible when needed.
Should There Be Digital Backups and Redundancies?
While transitioning to EHR, healthcare providers should ensure that robust backup and redundancy measures are in place for their digital records. This includes regular backups, secure cloud storage options, and disaster recovery plans. Having multiple copies of digital records in different locations helps protect against data loss and ensures continuity of care.
For More Information on Secure Storage, Contact Citizens Business Archives
The transition from paper records to EHR offers many benefits for healthcare providers, including improved efficiency and accessibility. However, it also brings new challenges in terms of managing and retaining paper documents. By understanding and complying with legal requirements, adopting best practices for document retention and destruction, and utilizing secure storage solutions, you can navigate this transition effectively.
Partnering with professional records management services, like Citizens Business Archives, can further ensure that all your records are managed securely. Embrace the future of healthcare with confidence, knowing that your document retention practices are robust and legally sound by contacting Citizens Business Archives.





