You now must keep ordering documentation for 7 years

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Note:  The following article synopsis was NOT provided by HCPro. It was created by Find-A-Code/innoviHealth.

Article Overview

This article explains a CMS policy update affecting documentation retention for ordered supplies and services, including the need to keep written and electronic order records in the patient chart for the required period. It also discusses why the change matters for practices that order diagnostic and ancillary services, and points readers to related concerns raised by OIG findings. The content is relevant to providers, billing and coding staff, compliance teams, and anyone responsible for Medicare documentation support.

Why This Topic Matters

The update affects how practices document and retain order records for Medicare services, making it important for compliance, audit readiness, and coordination between ordering and performing providers.

What You Will Learn

  • What documentation retention change is described in the CMS update
  • Which types of ordered services are implicated in the policy discussion
  • Why ordering records and provider identifiers matter for Medicare documentation
  • How related OIG findings provide context for the documentation concern

Who Should Read This

  • Physicians
  • Coders
  • Billing staff
  • Compliance officers
  • Practice managers
  • Health information management staff

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