When operating an assisted living facility, it is imperative that you keep accurate records for many
aspects of your business, including resident files, staff files, financial statements, dining menus and
many other areas. These records have been mandated to be filed by the Maryland Office of Health Care
Quality. You will find the regulation below as to how to store and handle resident records:
A. The assisted living program shall maintain a resident’s record for 5 years after the resident is discharged.
B. If an assisted living program ceases operation, the assisted living program shall make arrangements to retain
records as required by §A of this regulation.
C. An assisted living program shall:
(1) Maintain the privacy and confidentiality of a resident’s medical records;
(2) Release medical records or medical information about a resident only with the consent of the resident or
resident’s representative, or as permitted by Health-General Article, Title 4, Subtitle 3, Annotated Code of
(3) Maintain and dispose of a resident’s medical records in accordance with Health-General Article, Title 4,
Subtitle 3, Annotated Code of Maryland