What is Patient Safety Evaluation System and How Long Should we Retain Patient Safety Work Product?
A patient safety evaluation system (PSES) is the system you use to collect, manage and analyze information (patient safety work product) for reporting to the CHPSO Patient Safety Organization. CHPSO has templates to help you get started. It is important to remember that only those incident reports and other documents, such as Event Analysis or sometimes called RCAs, which are collected with the intention of submitting to CHPSO, will be protected from discovery as patient safety work product.
HIPPA may also apply, in which case the retention period would be the greater of the HIPAA retention policy or the following recommended Patient Safety Work Product (PSWP) retention policy:
Compliance audits and investigations
Contracts leases and supporting documentation when PSQIA provisions apply
Life of agreement/lease/equipment, plus six years (unless contact specified longer retention)
Authorization for release of PSWP
PSWP Policies and Procedures, manuals
Six years after expiration
Training records: attendance lists, instructors, dates/times, curricula
Research Records related to PSWP (note that special restrictions apply to research with PSWP – check with CHPSO before proceeding):
Contracts with study sponsors and principal investigators, including related documentation; human subject search records
30 years after completion of the research
Other research reporReets
PSWP itself does not have a mandatory retention period. However, if you destroy PSWP and a court decides that the documents were not, in fact, protected, the court could reach out to CHPSO for the documents.
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