What must be kept on file when transferring clinical records?

When transferring clinical records, it is essential to keep a transfer form on file. This form serves as an official document that details the specifics of the transfer, including the parties involved, the nature of the records being transferred, and the date of the transfer. Keeping this form is crucial for several reasons: it provides a legal record of consent and ensures that the transfer complies with regulations governing patient privacy and the handling of medical records.

Documentation like a transfer form helps to verify that the proper procedures were followed, which can protect both the transferring and receiving entities in case of disputes or audits. Additionally, maintaining an accurate record of the transfer process aids in maintaining accountability and adherence to health information management best practices.