9.2 Manage Records

When you close your practice, prepare a closing or transfer treatment record to support your client’s transition to another healthcare provider.    The record should include a summary of the case (including a diagnosis and treatment plan), progress in meeting treatment plan(s), transfer or closing plans, and follow-up recommendations.

To ensure that your clients are cared for in the event of unforeseen circumstances, consider preparing a professional will that outlines how client records should be maintained and appoint a legal custodian for your client records. 

See Clinical Recording and Storing Records for more detail on managing records.