Zur Institute, INNOVATIVE RESOURCES and ONLINE CONTINUING EDUCATION Sign In
New Users          

ONLINE CONTINUING EDUCATION FOR MENTAL HEALTH PROFESSIONALS

 

Record Retention:

How Long? And What Should be Kept After the Deadline?

Clinical Update
By Zur Institute

View a complete list of Clinical Updates.

Our Record Keeping online course is offered for 6 CE credits.
It includes our Essential Clinical Forms and fulfills the Law and Ethics Requirement.

 

Most therapists wonder not only how long they should keep their records, but what should they keep after the time when they are allowed to eliminate, destroy, or shred the records.

How long should I keep the records?
Retain records as long as it is legally mandated or, when applicable, take into consideration institutional requirements, professional organizations' guidelines, professional codes of ethics, or other relevant mandates. The length of time obviously varies among states and type of license. For example, psychologists, MFTs and SWs in CA should keep adult records for at least 7 years. (More info at California Law for Records Retention). Check with your licensing board, state law, institution's guidelines, or your state professional association regarding the length of time that you must keep records. Note that the record retention period may be different for adults vs. children.

Should I keep the records longer than the minimum required period?
Generally, there are no legal requirements to maintain any records beyond the required time. However, therapists must take into consideration the context of therapy and the potential need for records in the future, as well as the potential risk of maintaining outdated or obsolete records for long periods of time.

What should I keep after the mandated time?
If you have decided that there is no clinical, legal, or other reason to keep records after the mandated period of time, then, unless it is required otherwise, there is no mandate to keep any records, not even names, summary, or dates of service.

Our Record Keeping online course is offered for 6 CE credits.
It includes our Essential Clinical Forms and fulfills the Law and Ethics Requirement.

Free updated Record Keeping Guidelines

 

 

Accommodations for Disabilities                   Clinical Updates Email Sign Up                  Refund & Course Exchange Policies


     

  APA NBCC NAADC ASWB

      Twitter Facebook LinkedIn YouTube

Online CE Courses
CE Board Approvals
60 Essential Clinical Forms
HIPAA Compliance Kit
Private Practice Handbook
Free Online Resources
Organizational Discounts
Site Map

Teaching
Consulting
Expert Witness
Issues Facing Teenagers
Boundaries & Dual Relationships
About Us
Info for the General Public
ADA Policy & Grievance
Privacy, Disclaimer, Terms of Use, DMCA


© 1995 - 2018 ZUR INSTITUTE, Inc.             Ofer Zur, Ph.D. Director             Contact Zur Institute, Inc.