A record of patient charges. Used to generate patient billing for individual payment. May include copies of applicable patient chart notes, procedure coding sheets, patient bill, etc.

Official Copy: CMS Management
Retention: 6 years after end of fiscal year
Disposition Method: Shred

Official Copy: Pre-CMS- Any Office that mailed its own billing information
Retention: 6 years after end of fiscal year
Disposition Method: Shred