How long to keep previous client records?

Question

842 viewsMay 30, 2013

0

Sheri 0 May 30, 2013 0 Comments

When a client becomes a “former client” how long is recommended to keep session notes for medical/legal reasons?

7 Answers

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score 0 · Answer 1

Forever, you never know when someone might return

Ron
www.motionsoft.net

score 0 · Answer 2

I also keep mine forever. Not just for legality, but I’ve also had clients return to train with me after years away.

score 0 · Answer 3

Hello Shari,
I keep my clients records for one year. The time period may differ from each state or if your are an employee or if you are self employed and own your own business.

When in doubt, check with your local city, state, county, accountant and or attorney.

Sincerely,
Michael

score 0 · Answer 4

Hello Sheri Traxler,

To be on the safe side, forever; since rules change.
Take care,
Natalie.

score 0 · Answer 5

Hi Sheri,

I don’t throw away their records either because there have been cases when some of these clients came back. Also, when I sold my old company I gave those records to the new owner.

Best,
Harris

How long to keep previous client records?

7 Answers

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