Or. Admin. Code § 833-075-0070

Current through Register Vol. 63, No. 10, October 1, 2024

Section 833-075-0070 - Client Records

(1) A licensed professional counselor, licensed marriage family therapist, registered associate, or person granted a temporary practice authorization must:

(a) Maintain client records for each client for a minimum of seven years from the date of last service;

(b) Ensure that client records are legible;

(c) Keep records in a secure, safe, and retrievable condition; and

(d) Notify the Board if client records have been destroyed or lost.

(2) At a minimum, client records should be recorded concurrently with the services provided and must include:

(a) A formal or informal assessment of the client;

(b) Counseling goals or objectives; and

(c) Progress notes of therapy or counseling sessions.

(3) Licensees, registered associates, and temporary practitioners must disclose to the Board and its agents any client records that the Board and its agents consider germane to a disciplinary proceeding.

(4) Licensees, registered associates, and temporary practitioners do not withhold records under their control that are requested by the client solely because payment has not been received for services.

Or. Admin. Code § 833-075-0070

BLPCT 4-2016, f. & cert. ef. 10/10/2016; BLPCT 3-2017, f. 6-12-17, cert. ef. 1/1/2018; BLPCT 1-2019, amend filed 12/18/2019, effective 1/1/2020; BLPCT 3-2021, temporary amend filed 08/11/2021, effective 8/11/2021 through 2/6/2022; BLPCT 5-2021, amend filed 10/08/2021, effective 10/8/2021; BLPCT 5-2023, amend filed 10/09/2023, effective 1/1/2024

Statutory/Other Authority: ORS 675.705 - 675.835

Statutes/Other Implemented: ORS 675.705 - 675.835