How long to keep previous client records?

Question

840 viewsMay 30, 2013

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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?

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score 0 · Answer 1

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

How long to keep previous client records?

7 Answers

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