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CQC

Record Retention Schedule

Benjamin Haresign 2 June 2026 XLSX 57 KB 5 downloads

Description

A comprehensive Excel reference guide covering 139 record types across 12 categories including Care Records, Finance, Governance, IT, Staff, Pharmacy, and Pathology. Built against the NHS X Records Management Code of Practice 2021. Each entry includes the retention period, disposal action, and notes. Covers GP patient records, controlled drugs, CCTV, HR records, clinical trials, and more. Free to download and adapt for your practice.

Haresign Consulting document. This document has been produced and shared by Haresign Consulting Services. It reflects the opinions of the author and facts and findings at the time of publication. You are welcome to use it within your organisation — please retain credit to Haresign Consulting Services as the source.

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