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University of Calgary Medical Group (UCMG) Billing and Transcription Records

Retention Rule Number: 
Specific Retention Rule 2014.04
Function/Activity: 
To document UCMG billing and transcription services. (Billing and transcription services are performed by the University while fulfilling its obligations under an Information Management Agreement with UCMG, but the records are owned by UCMG.)
Description/Type of Records: 
Fee-for-service submissions to Alberta Health, billing reconciliation reports, audio reports, draft transcriptions of audio reports.

Retention Rules

Office of Primary Responsibility (OPR)
Retention
Disposition
Office of Primary Responsibility (OPR): 

Billing Services, Faculty of Medicine
Billing Records (submissions, reconciliation reports)

Retention: 

2 years

Disposition: 

Confidential shred or delete

Office of Primary Responsibility (OPR): 

Transcription Services, Faculty of Medicine
Transcription Records (audio reports and transcriptions)

Retention: 

1 year following distribution of final report

Disposition: 

Confidentially delete