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Medicare AdvantageAdministrativeMedium impact

Provider Medical Record Retention Requirements by Plan Type

Medical Mutual of Ohio·OH·In the News
Effective date
Not stated
We identified it
Jun 20, 2026
Days to comply

Summary

Medical record retention requirements have been clarified by plan type: Medicare Advantage and ACA plans require 10-year retention, while Ohio state law requires 6 years for general patients and until age 18 plus statute of limitations for pediatric patients. Practices must also establish formal custodial arrangements when providers leave the practice.

Action Required

Action needed
Immediately: Review current medical record retention policies and update to ensure 10-year retention for Medicare Advantage and ACA patients, 6 years minimum for other Ohio patients, and until age 18 plus statute of limitations for pediatric patients. Billing team and practice administrators must establish written procedures for record custodial arrangements when providers leave the practice and notify health plans of these arrangements in advance.