AGENCY: Department of Workforce Services

SERIES: 21454
TITLE: Active client case files
DATES: 1998-2019.
ARRANGEMENT: Alphabetical by surname thereunder numerical by case number.

DESCRIPTION: These are complete case histories of clients receiving eligibility services. it also contains the eligibility case files from the Bureau of Eligibility Services at the Department of Health and transferred to the Department of Workforce Services in 2007. Documentation relating to client or patient medical information. Includes physical, psychiatric, dental, pharmaceutical, medical history, treatments, notes, reports, forms, memorandums, examinations, physical therapy, assessments, and all other related materials.

RETENTION

Retain for 11 year(s) after case is closed

DISPOSITION

Destroy.

RETENTION AND DISPOSITION AUTHORIZATION

Retention and disposition for this series is authorized by Archives general schedule Patient and client case files, GRS-1706

AUTHORIZED: 08/31/2015

FORMAT MANAGEMENT

Paper: Retain in Office until scanned and then transfer to State Records Center provided no litigation pending. Retain in State Records Center for 1 year and then destroy.

Computer data files: Retain in Office for 11 years after case closes and then delete.

APPRAISAL

Administrative Fiscal

These records have fiscal value as they track the expenditure of public funds and must be created and maintained to meet the requirements established by 42 C.F.R. 431.17.

PRIMARY DESIGNATION

Private