Managing Behavioral Health Organization Records

Records Retention...

• Which Schedules to Use?
• Common Records (CORE) v.4.2 (Aug 2021)
• Public Health v.4.2 (Apr 2021)
• Social Services v.2.0 (Oct 2023)
• More Help with Records Retention...
  • Examples of Common Records with Minimal Retention
• Updating Records Retention Schedules

How to...

• Go Paperless ("Scan & Toss")
• Destroy Non-Archival Records
• Transfer Archival Records

Need Help With...

• Where Do I Start?
  • Getting Training
• Improving Records Management in Your Agency
• Disasters...
  • How to Prepare
  • How to Respond
  • Security Microfilm
• Getting Records Scanned by Imaging Services
• Creating Policies and Procedures
• Inventorying Records
• Organizing Records

Need Help Managing...

• Board/Committee Meeting Records

• Calendar Records

• Construction Records

• Electronic Records...

  • Audio/Visual Records

  • Backups

  • Chat/Instant Messaging

  • Cloud Services/Storage

  • Database Records

  • Digital/Electronic Signatures

  • Drones

  • Email

  • Imaging/Scanning

  • Portable Media (CDs, DVDs, Flash Drives, etc.)

  • Social Media

  • Text Messages

  • Video Conferencing Records

  • Voicemails

  • Websites

• Enterprise Content Management (ECM) Systems

• Financial Records

• Human Resource/Personnel Records

• Information Security/Privacy

• Payroll Records

• Public Records Requests