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Change of Ownership, Voluntary Suspension or Closure, and Preservation of Health Records

Sets out what the Agency does before a change of ownership, a voluntary suspension or cancellation of its license, or a closure: notices to the Department, safe transfer of every patient, written arrangements for the custody of health records, and keeping records for the full retention period after the Agency stops operating.

Preview: full text with a package
About this policy
Policy number
CA-HH-GOV-06
Version
1.0
Main rule
22 CCR §74731(f)
Library
California home health · 58 policies
Category
Governance
Sections
18

In short

  • If the Agency changes owner or closes, no patient is left without care.
  • Keep caring for your patients until the office tells you each one has been safely transferred.
  • Never take, throw away, or destroy any patient record. Records are kept for at least seven years.
  • The Department is always told where the records are kept.
  • If you hear the Agency may close or be sold, ask the Administrator before you say anything to patients.

What's inside

18 sections. The full text comes with the One-time Policy Pack.

Full text with a package
  • Terms of Reference
  • 1. Purpose
  • 2. Scope
  • 3. Definitions
  • 4. Policy Statement (22 CCR §74731(f))
  • 5. Change of Ownership
  • 6. Voluntary Suspension or Cancellation of the License
  • 7. Planned Closure
  • 8. Transfer of Patients
  • 9. Preserving Health Records
  • 10. Unplanned Closure
  • 11. Responsibilities
  • 12. Records and Compliance Monitoring
  • 13. Staff Training
  • 14. References
  • 15. Related Policies and Forms
  • 16. Approval
  • 17. Revision History

An inspector may ask

  • If the Agency closed next month, who would keep the patient health records, and how would the Department know where they are?
  • How would you make sure every patient is transferred safely?

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