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Record Type               Retention starts         Retention period          Action at end of          Notes
                                                                                         retention


                                                                                         should be destroyed.      system. A log or ‘meta data stub’ should be
                                                                                                                   kept of records destroyed.



            Mental Health Records  Discharge or patient last  20 years or 8 years        Review and if no longer  Covers records made where the person has
                                      seen                     after death               needed destroy            been cared for under the Mental Health Act
                                                                                                                   1983 as amended by the Mental Health Act
                                                                                                                   2007. This includes psychology records.
                                                                                                                   Retention solely for any persons who have
                                                                                                                   been sectioned under the Mental Health Act
                                                                                                                   1983 must be considerably longer than 20
                                                                                                                   years where the case may be ongoing. Very
                                                                                                                   mild forms of adult mental health treated in a
                                                                                                                   community setting where a full recovery is
                                                                                                                   made may consider treating as an adult
                                                                                                                   records and keep for 8 years after
                                                                                                                   discharge. All must be reviewed prior to
                                                                                                                   destruction taking into account any serious
                                                                                                                   incident retentions.


            Record of long term       Discharge or patient last  30 years or 8 years     Review and if no longer  Necessary for continuity of clinical care. The
            illness or an illness     seen                     after the patient has     needed destroy            primary record of the illness and course of
            that may reoccur                                   died                                                treatment must be kept of a patient where
                                                                                                                   the illness may re-occur or is a life long
                                                                                                                   illness.












            Delivering Quality Services – Information Governance Guidance                                                                            2
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