Following applicable statutes, the licensee shall:
(1) keep accurate and legible records of the dates
of services, types of services, progress or case notes, intake assessment,
treatment plan, and billing information;
(2) retain and dispose of client records in ways that
maintain confidentiality;
(3) in independent practice, establish a plan for the
custody and control of the licensee's client records should the licensee
die, become incapacitated, or cease offering professional services;
(4) keep client records for seven years after the date
of termination of services for adult clients or five years beyond
the age of 18 for minor clients, whichever is greater;
(5) provide a written explanation of the types of treatment
and charges on a bill or statement to the client (this applies even
if the charges are to be paid by a third party); and
(6) comply with the requirements of Texas Health and
Safety Code, Chapters 161 and 611; Texas Family Code, Chapter 261;
and other applicable state law concerning confidentiality of protected
health information and the release of mental health records.
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