2 Step 1- Purge all inactive files (remember it means to remove inactive records!)
3 Read the year label on the chart, and remove charts over 1, 2 or 3 years, depending on office policy.
4 Step 2- Alphabetically file all charts in boxes provided by storage company.
5 Step 3- Mark the outside of the box with the name of the facility, box number, and date.
6 Step 4- Make a list of all patients sent to storage. Information to include:Patient’s first and last namePatient’s birth datePatient’s last appointment date.Keep a copy of the list so when you need a chart you can look it up and know the date it was sent. This information is important for the storage company to search for the chart.
7 Step 5- Call the storage company for pick-up Step 5- Call the storage company for pick-up. Make sure you get a receipt for the items sent.