AGENCY: Department of Health and Human Services. Healthcare Administration. Division of Integrated Healthcare. Office of Eligibility Policy

SERIES: 20944
TITLE: Medical eligibility case files
DATES: 1981-
ARRANGEMENT: Alphabetical by client last name

DESCRIPTION: These case files document the client history of any individual who applies for help or receives services. Client information is used to determine eligibility for the following programs: Medicaid; Utah Medical Assistance Program, UMAP; Child Health Insurance Program, CHIP; Qualified Medical Beneficiary, QMB. The case file is also used by the Department of Workforce Services if clients apply for food stamps, general assistance, or child care services.

The agency verifies an individual's income, asset availability, place of residence, Social Security number, birth certificate, paternity information, insurance coverage, and medical disability status.

RETENTION

Retain for 5 year(s) after case is closed

DISPOSITION

Destroy.

RETENTION AND DISPOSITION AUTHORIZATION

Retention and disposition for this series were specifically approved by the State Records Committee.

APPROVED: 03/1999

FORMAT MANAGEMENT

Paper: Retain in Office for 1 year after closure of the case file and then transfer to State Records Center. Retain in State Records Center for 4 years and then destroy.

APPRAISAL

Administrative Fiscal

This disposition is based on the agency's use of the patient's case file.

PRIMARY DESIGNATION

Private. UCA 63G-2-302 (2008).

SECONDARY DESIGNATION

Controlled. UCA 63G-2-304 (2008).