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

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
Billing Services, Faculty of Medicine Billing Records (submissions, reconciliation reports)	4 years	Confidentially shred or delete
Transcription Services, Faculty of Medicine Transcription Records (audio reports and transcriptions)	1 year following distribution of final report	Confidentially delete

Restrictions:
These records collections contain personal health information. Access to these records is restricted to Staff from UCMG with managerial approval.

Citations:
Limitations Act, RSA 2000, Chapter L-12,s.3(1).

Approval Information:

• Dr. Sean Grondin, UCMG Co-Chair
• Jo-Ann Munn Gafuik, Senior Officer, Policy and FOIP
• Bonnie Woelk, University Records Committee (Chair)

26 February 2014