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

The Future of Home Care

October 23, 2025
I've been thinking about the Future of Home Care. I was in Dallas, TX on Monday and Tuesday this week at the Home Care Association of America National Leadership Conference. What a major milestone. There were 850 Home Care providers and suppliers -- the largest attendance every. I remember pretty clearly going back to 2004…

Artificial Intelligence in Home Care

October 9, 2025
I've been thinking about the impact of AI on Home Care. Three things happened this week that have totally shifted my awareness and thinking about Artificial Intelligence. First, I've been reading a new book that was recommended to me called "Reshuffle" by Sangeet Paul Choudary. He's a senior fellow at UC Berkley, and a strategic advisor…

The 2026 Future of Home Care Study.

October 7, 2025
For the past month, I've been working with my friends at AxisCare to refine the survey for the 2026 Future of Home Care Study. This year, we have added some new questions based on last year's data, and we have added a whole new section on AI. This year's study has three major sections; Industry…