Home Practice Standards Record-Keeping & Documentation 5.3 Issuing Accurate Documents
Issuing Accurate Documents

Standard 5.3: Issuing Accurate Documents

The Professional Practice Standards regarding issuing accurate documents. This includes the standard, examples in demonstrating the standard, definitions, and related resources.


Record-Keeping & Documentation
Issuing Accurate Documents

Standard 5.3: Issuing Accurate Documents

The Professional Practice Standards regarding issuing accurate documents. 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 5.3

Demonstrating the Standard

  • Standard 5.3

    A registrant demonstrates meeting the standard by, for example:

     

    • Exercising care to ensure the accuracy of information presented in documents prepared for their signature and transmittal.
    • Considering how the reader will interpret the information and using clear language that minimizes the likelihood of it being misconstrued.

  • Standard 5.3

    A registrant demonstrates meeting the standard by, for example:

     

    • Refusing to sign or send documents containing misleading or false information or allowing others to do so on their behalf.
    • Issuing invoices, bills and receipts that are accurate. This includes listing the correct provider, fee, date, registration number and duration of services provided.

Key Definitions

  • Key Definitions

    Report or certificate

    A report or certificate includes a letter, summary, or form, whether formal or informal, regarding the treatment of a client. It does not include providing a copy of the client record itself, which is addressed in Standard 5.1.

Standard 5.3

Commentary

Background

Registrants are trusted by clients and the public. To maintain this trust, any document from a registrant needs to be accurate and complete. Examples of documents include records, reports, letters, invoices, bills, and receipts.

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