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HIQA Record-Keeping and Retention

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    Overview

    Draft or update record-keeping and retention procedures aligned with HIQA National Standards for Information Management.

    Getting Started

    Add your source materials to the project workspace, then activate the HIQA Record-Keeping and Retention skill. The agent will guide you through the process step by step.

    Example conversation

    You: We need record-keeping and retention procedures for our health service—HIQA information management standards and a retention schedule.

    Agent: I’ll use the HIQA information management standards reference. I’ll draft procedures covering: standards for records (accurate, complete, timely, legible); who creates and maintains them; storage and security; retention schedule by record type (legal and HIQA); archiving and disposal; access; and audit. I’ll add a retention schedule table.

    Output excerpt

    Record-keeping and retention excerpt

    Standards — Records are made at the time of the event or as soon as practicable. They are accurate, complete, legible, and attributable. Corrections are made in line with [e.g. single line through; date; signature]. No anonymous or undated entries.

    Retention schedule (summary) — Health records: [e.g. 8 years after last contact or as per legal requirement]. Care plans: [e.g. retain with health record]. Incident reports: [e.g. 10 years]. Personnel: [e.g. 7 years after employment ends]. Disposal is secure (e.g. confidential shredding / secure deletion).

    Extension and validation

    This skill does not include custom validation tools. Elaboration is guided by the skill workflow and reference materials.

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