: Texas Register

Texas Register

TITLE 22	EXAMINING BOARDS
PART 30	TEXAS STATE BOARD OF EXAMINERS OF PROFESSIONAL COUNSELORS
CHAPTER 681	PROFESSIONAL COUNSELORS
SUBCHAPTER B	RULES OF PRACTICE
RULE §681.36	Client Records
ISSUE	09/15/2023
ACTION	Final/Adopted

Preamble

Texas Admin Code Rule

(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.

The agency certifies that legal counsel has reviewed the adoption and found it to be a valid exercise of the agency's legal authority.

Filed with the Office of the Secretary of State on September 1, 2023

TRD-202303225

Darrel D. Spinks

Executive Director

Texas State Board of Examiners of Professional Counselors

Effective date: September 21, 2023

Proposal publication date: March 31, 2023

For further information, please call: (512) 305-7706

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