The Standard
5.4.1. Registrants maintain an appointment and attendance record for each client.
The Professional Practice Standards regarding appointment records. This includes the standard, examples in demonstrating the standard, definitions, and related resources.
The Professional Practice Standards regarding appointment records. This includes the standard, examples in demonstrating the standard, definitions, and related resources.
5.4.1. Registrants maintain an appointment and attendance record for each client.
Appointment records assist with time management, boundaries, and maintaining a history of client contact. They may be maintained centrally, e.g., in an office calendar or billing system, or separately in each client’s clinical record. Like other records, registrants need to maintain them securely to avoid unauthorized or unnecessary disclosure.
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