| (a) For each client, a licensee must keep accurate
records of:
(1) signed informed consent, signed written receipt
of information, or, in the case of involuntary treatment, a copy of
the appropriate court order;
(2) intake assessment;
(3) dates of counseling treatment intervention;
(4) principal treatment methods;
(5) progress notes;
(6) treatment plan; and
(7) billing information.
(b) In the absence of applicable state and federal
laws, rules or regulations, records held by a licensee must be kept
for a minimum of seven (7) years from the date of termination of services
with the client, or five (5) years after the client reaches the age
of majority, whichever is greater.
(c) Records created by a licensee during the scope
of employment with an agency or institution must be maintained by
the licensee unless the records are maintained by the employer.
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