Append scheduled removal date to shared care files
Append scheduled removal date to shared care files
Your shared patient files often lack retention dates, slowing audits and follow-up. This appends a removal date to filenames so coordinators find expiring files before monthly review.
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Overview
When shared care documents don't show retention, coordinators spend time hunting for what to archive or review. This workflow appends a clear removal date to filenames automatically, giving records staff immediate clarity and reducing manual checks before your monthly review.