Client Records Retention

Question

331 viewsOctober 12, 2016

0

Rebecca October 12, 2016 0 Comments

Does anyone have guidelines for holding on to client records? We have workout logs dating back 5-10 years, nutrition diaries, etc. and are looking for some guidelines for what can be thrown out/shredded vs. what we need to retain? What resources would you suggest?

4 Answers

score 0 · Answer 1

I keep client records for as long as I need to. Health history, workout recs and any doctor release letters (if available).

score 0 · Answer 2

I keep my client records for as long as possible! Find a scanning software, (NEAT is super easy to use). Then scan away, and backup your scans so that you have 2 copies in case of an emergency. That way you can get rid of your paper copies and have scanned digital copies. You never know when you need that record.

score 0 · Answer 3

Hi Rebecca,

I am not aware of any legal requirements. I hold on to my record for a very long time because I often found that clients come back at a later point in time, and it is great to refer back to the original notes.

I only throw records out when clients have passed away.

Karin Singleton
www.KarinSingleton.com

score 0 · Answer 4

Hello Rebecca Isensee,
I am glad you ask before destroying records.
I suggest keeping records indefinitely for 1.) research purposes and 2.) liability issues which I pray never occur, to prove you did everything correctly.
Take care,
Natalie aka NAPS 2 B Fit.

Client Records Retention

4 Answers

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