Home Practice Standards Record-Keeping & Documentation 5.4 Appointment Records
Appointment Records

Standard 5.4: Appointment Records

The Professional Practice Standards regarding appointment records. This includes the standard, examples in demonstrating the standard, definitions, and related resources.


Record-Keeping & Documentation
Appointment Records

Standard 5.4: Appointment Records

The Professional Practice Standards regarding appointment records. This includes the standard, examples in demonstrating the standard, definitions, and related resources.

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The Standard

 

5.3.1 Registrants ensure that documents they sign or transmit in a professional capacity, or allow others to do so on their behalf, contain accurate and complete information.

Standard 5.4

Demonstrating the Standard

  • Standard 5.4

    • Documenting the date, time, and duration of each professional encounter with the client, as well as canceled or missed appointments.
    • Maintaining appointment records for at least ten years from the last interaction with the client or from the client’s 18th birthday, whichever is later.
Standard 5.4

Commentary

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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