CMHCs create and maintain accurate and adequate clinical and financial records.

a. CMHCs create, maintain, store, transfer, and dispose of client records in ways that protect confidentiality and are in accordance with applicable regulations or laws.

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b. CMHCs establish a plan for the transfer, storage, and disposal of client records in the event of withdrawal from practice or death of the counselor in a manner that maintains confidentiality and protects the welfare of the client.

c. When CMHCs choose to exceed state minimum requirements for maintaining records, they must notify clients in their informed consent.

d. All communication regarding mental health treatment, including emails and texts, should be kept.


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