Patient Record Retention: What It Is and How Long to Keep It
Quick facts
- Definition
- The duty to keep the patient's record, on paper or digital, for a set period and securely.
- Period
- Set by the rules of the professional council and by law; check the current rule for yours.
- What it includes
- Medical history, signed consent forms, progress notes, lot records and record photos.
- Caution
- Keep with restricted access, a backup copy and secure disposal at the end of the period.
Record retention is the duty to safely keep the record of the patient's care. In an HOF clinic, the patient record brings together medical history, signed consent forms, plan, progress notes, product lots and photos. Keeping it well is what lets you prove what was explained and done, if that is ever needed.
How long, and in what format?
In Brazil, the period and the format rules (paper or digital, signature) come from the rules of professional councils and from the law. They change, and each profession has its own. So the recommendation is to check your council's current rule before setting the clinic's period, and to record that policy in writing. For the documentation process, see patient records and documentation in HOF.
What about the LGPD?
Face photos and health data are sensitive personal data, with reinforced protection under the LGPD (Brazil's General Data Protection Law). Keeping records because the law requires it is one thing; keeping them out of convenience is another. When the period and the need end, disposal or anonymization should follow the clinic's policy.
Frequently asked questions
How long should I keep the patient's record?
The period depends on the rules of your professional council and the applicable law, and may change over time. Check the current rule with the council and, if needed, with legal advice.