Keeping client records safely locked up and confidential is easy in the office locking cabinet; but, when I am on the road, I do not feel confident leaving files in a locking briefcase/suitcase. What are the ramifications if the vehicle were stolen? I need to do my homework; but, would greatly appreciate knowing what works well for my experienced colleagues. Thank you for the help.
I’m old school when it comes to many things :-). In a few words, I keep all of my clients’ information in my laptop (which always stays home when I go to train clients), I have all of my clients’ cell numbers in phone (no other information) in case I need to get in contact with them and I also keep a copy of their information in a file cabinet at my home (in case something happens to my laptop) as a back up.