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Retention of Other Business Records

Managing Professional Risks | Patient Records, Charting, and Documentation Protocols
Retention of Other Business Records
Alphabetized files in an office

The proper retention period for various business documents will vary from state to state and can even differ from practice to practice. The table below details a typical schedule of retention periods; “retention period” refers to the number of years documents should be kept from the date tax returns are filed. The information provided here is for general purposes only and is not ...