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.
So this is what I do and what works for me. I keep them all with me. I have the files electronically loaded and synced from my laptop to my ipad. And in case something should happen to my ipad (you never know), I have back up paper files. Those paper files stay with me in the front pocket of my traveling suitcase which I use to carry things in and out of clients homes. My suitcase is never out of my sight or the area we’re working. The front pocket is kept shut, and I have the client folder I’m working with at that moment out before hand, as I had usually referred to it quickly before entering their house.
They never see the other folders and yet the other folders have never left my possession. In the last 2 years since using the ipad for client files and sessions, I have not had to use my paper folders at client sessions.
Hope that offers some ideas.