We do keep a "billing chart" in our Accts Rec Dept for copies of insurance cards, any payment plan information, collection info, etc.  It does not contain the "official medical chart" info.
 
That being said, copies of the insurance cards are vital to the medical chart data, because so many require prior authorization that has to be done by the therapist/physician.
 
However, your question does make me wonder about that financial record--I know Acct Rec shreds it, but I don't think we have it fall under the same retention standard.  Maybe we should?
 
Teri Baskett
Information Officer
LifeSpring Mental Health Services
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