Figure 2-9. - Disclosure Accounting Record.
right margin of the inside back cover of the dental record jacket. Use 1/2-inch wide tape in strips l-inch long. Attach the tape in the space provided and extend the tape around the edge of the jacket to the back. Mark jackets with the following color sequence, which is repeated at 6-year intervals:
|DATE OF LAST TREATMENT (Calendar Year)||COLOR TAPE FOR JACKET|
|1995, 2001, 2007||Green|
|1996, 2002, 2008||Red|
|1997, 2003, 2009||Blue|
|1998, 2004, 2010||Black|
|1999, 2005, 2011||Yellow|
|2000, 2006, 2012||White|
|2001, 2007, 2013||Green|
A record will be retired January 1 on the calendar year (CY) following a 24-month period of no patient examination or treatment. For example, a patient last seen during CY 1995 will have jackets taped green to show the tentative record retirement date of 1 January 1998. The retirement year tape color sequence will be updated as records are pulled from the file for care and treatment. When patients are treated during CY 1996, the record retirement date should be changed by attaching red tape over the green indicating a new tentative retirement date of 1 January 1999.
Immediately below the retirement year tape box is a similar box that should be used to indicate the record category. Use 1/2-inch wide, bright-colored tape in strips approximately l-inch long. Attach the tape in the space provided and extend the tape around the edge of the jacket to the back. All dental records should be identified with colored tape in the "RECORDContinue Reading