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Thread: Retaining Patient Financial Records

  1. #1

    Default Retaining Patient Financial Records

    AAPC: Back to School
    Good Morning!
    A little over 5 years ago, we switched over to a new practice management system. We have kept the old server up and running since that time. We were unable to convert data to new system due to age of equipment and incompatibility. For those of you who have switched to new system or been in a similiar situation, how long did you keep system up and running? How long do we need to keep records of patient payments or where can I find this information?

    Vicki Durden, CPC
    Lake Eye Associates

  2. #2


    You need to keep for 7 years

  3. #3
    Join Date
    Apr 2007
    Milwaukee WI

    Default Check with the professionals

    This might vary by state. I would check with your accountant and attorney for advice on your situation.

    Your state medical society might also have information on this.

    Hope that helps.

    F Tessa Bartels, CPC, CEMC

  4. #4
    Join Date
    Apr 2007


    We used a company called Harmony Healthcare and they were able to convert
    all our data, demographic and financial into basically a look and see format.
    Really was fairly easy working with them and this way we have our data at minimal
    cost until we truly decide we don't need or want it.

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