Continuing Education & Resources for Mental Health Professionals

Record Keeping – Resources from National Professional Associations

COUNSELORS – American Counseling Association

 Permission to Refrain From Making a Diagnosis  (Counseling Today Online, July 1, 2006)

 Private Practice in Counseling:  Maintaining Client Files  (May 2005 Practice Update)


PSYCHOLOGISTS – American Psychological Association

A Matter of Law:  Patient Record Keeping  

Record Keeping Guidelines (2007)   

Record Keeping Under the New Ethics Code (2005) 

Are You Prepared for the Unexpected? 


SOCIAL WORKERS – National Association of Social Workers

Client Records:  Keep or Toss? 

Social Work and Clinical Notes (2001)

 Social Workers and Psychotherapy Notes  (2006) 

(To access the remaining documents, you must be a member of the NASW Private Practice Specialty Practice Section)

Documenting Patient Care in the Private Practice Setting (2002)

Psychotherapy Notes and Reimbursement Claims (2005)

Social Workers and Post-Disaster Record Keeping Questions (2006)

Social Workers and Record Retention Requirements (2005)

(Center for Ethical Practice, 2014)

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