After Intelligent Correspondence for Revenue Cycle (ICRC) records have met their retention period, they should be purged from the Hyland Content repository.
To manage ICRC records:
-
From the ICRC
Home page, click on the Governance
tab.
Note: Only administrators have access to this menu.
- Click Records Management.
-
Select the production data source from the Data Source
filter and click Apply.
A list of governed records (documents and folders) is displayed.
- Click on the Category filter.
-
Select the check boxes next to the following:
- icrc-governance/Intelligent Correspondence for Revenue Cycle
- icrc-governance/Intelligent Correspondence for Revenue Cycle Folders
- Click Apply.
- Click on the Status filter.
-
Select the check box next to Reached Disposition.
ICRC records with the status of Reached Disposition have passed the defined retention period and should be purged from the system.
- Click Apply.
- Select the check box next to each record you want to purge.
-
Click the Delete Selected Records icon in the
upper-right corner to delete the selected records.
The Confirm Deletion dialog box is displayed.
-
Click Delete to confirm that you want to delete the
records.
Note: The records may still be displayed after the confirmation message. Refresh the page to confirm the records are no longer in the repository.