Retain Your Records for Ten Years

Stephen Tweed | November 14, 2012 | Newsroom
The Medicare Conditions of Participation require home health agencies to retain their records for five (5) years after the month the cost report to which the records apply is filed.  Our friends at Boyd & Nicholas, The Cost Report People (R), tell us that the Accountable Care Act has new provisions that extend that. The…
The Medicare Conditions of Participation require home health agencies to retain their records for five (5) years after the month the cost report to which the records apply is filed.  Our friends at Boyd & Nicholas, The Cost Report People (R), tell us that the Accountable Care Act has new provisions that extend that.
The ACA added a new record retention requirement to maintain for seven (7) years from the date of service ordering and certifying documentation for home health. That documentation includes written and electronic documents relating to written orders and certifications and requests for payments for home health services, which is a large part of the record.
We recommend that agencies retain records for 10 years since that is how far back the federal government can go to look for false claims filings.
Stephen Tweed
Stephen Tweed is among the top Thought Leaders in Home Care today. As an industry researcher, author, and executive coach, he has worked with owners and CEOs of companies in the top 5% of Home Care and is a frequent speaker at Home Care association conferences and corporate meetings across the US and Canada.

Related Posts

Executive Retreats for Home Care Leaders

April 24, 2025
Last week I was having a conversation with a Home Care company owner who I met when I was speaking for their annual conference. Apparently my message had sparked some insights and questions and he came up to talk after my presentation. We stood there for probably thirty minutes after everyone else had left the…

Getting Ready for the Future

April 17, 2025
I just received a copy of a newsletter from my friend and professional speaking colleague, Daniel Burrus. Daniel is America's leading technology forecaster. He's a technology researcher, keynote speaker, and strategic advisor to Fortune 500 Companies.Many years ago at our National Speakers Association, Danial taught me about "The Four Levels of Your Data Steam". Since then he has helped…

Finding Your Best Clients and Caregivers

April 10, 2025
As you read this, I'm following up on a wonderful trip speaking to the Synergy Home Care Annual Franchise Meeting in Scottsdale, AZ. I had a wonderful time working with this group of amazing Home Care business owners on strategies and insights to find their best clients, and to attract and retain their best caregivers.Synergy Home Care is…