A1 Records Retention Schedule - 49PPD.pdf

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Attached to
Random Moment Time Study Solicitations State and local contract opportunity
Solicitation number
RFP-171-250000001016-3
Issued by
Michigan

About this file

This document is a Records Retention and Disposal Schedule for the Michigan Department of Health and Human Services, specifically for the Medical Services Administration (MSA) Program Policy Division. The schedule outlines document retention requirements for three key series: Special Project Files, Beneficiary Correspondence, and Fee Schedules. The Program Policy Division is responsible for policies related to various medical services including Medicaid, CSHCS, Healthy Michigan Plan, and Maternal Outpatient Medical Services, with oversight of Current Procedural Terminology (CPT) code sets.

The retention schedule specifies that Special Project Files must be retained while the project outcomes are in effect, plus an additional 10 years before destruction. Beneficiary Correspondence and Fee Schedules must be retained from their creation or superseded date, respectively, with a 10-year retention period before being destroyed. The document was approved on 12/20/2016 and provides a systematic approach to managing administrative records, ensuring proper documentation and timely disposal of historical files related to medical service programs.

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Text version

STATE OF MICHIGAN

RECORDS RETENTION AND DISPOSAL SCHEDULE

49/PPD Department of Health and Human Services

MSA - Program Policy Division

Item # Series Title Series Description Retention Period

Approval Date

00000 Introduction The Program Policy Division is

- responsible for policies related to

Ancillary Services, Ambulatory Services, Inpatient and Outpatient Hospital service coverage, coordination of benefits, etc. The division oversees the policy promulgation activities for Medicaid, CSHCS, Healthy Michigan Plan and the Maternal Outpatient Medical Services program. Additionally, the division oversees Current Procedural Terminology (CPT) code sets for the Medical Services Administration.

35070 Special Project These records document activities RETAIN UNTIL: No 12/20/201

- Files related to special projects. They may include meeting notes, correspondence, reports, supporting documentation, etc.

ACT = while the outcomes of the special project are in effect.

longer active (see last sentence of description) PLUS: 10 years THEN: Destroy

35072 Beneficiary These records document program RETAIN UNTIL: 12/20/201

- Correspondence changes, policy changes, waivers, policy and program issues, etc.

They are sent to people receiving Medicaid services. They may include mass mailings, supporting documentation, etc.

Date created PLUS: 10 years THEN: Destroy

35073 Fee Schedules These records document codes RETAIN UNTIL: 12/20/201

- that are assigned to types of fees that providers use for submitting bills. They may include fee codes, maximum payment amounts, supporting documentation, etc.

Superseded PLUS: 10 years THEN: Destroy

This agency-specific schedule supplements the approved general schedules.

General schedules are available online at https://stateofmichigan.sharepoint.com/teams/insidemi/recordsmanagement/Pages/schedules.aspx .

File details come from the government source that posted it. Updated .