Where appropriate, this requires that the psychologist oversee the design and implementation of record keeping procedures, and monitor their observance. Psychologists maintain control over their clients' records, taking into account the policies of the institutions in which they practice. In situations where psychologists have control over their clients' records and where circumstances change such that it is no longer feasible to maintain control over such records, psychologists seek to make appropriate arrangements for transfer. Records are organized in a manner that facilitates their use by the psychologist and other authorized persons. Psychologists strive to assure that record entries are legible.
Records are to be completed in a timely manner.
Records may be maintained in a variety of media, so long as their utility, confidentiality and durability are assured. The psychologists is aware of relevant federal, state and local laws and regulations governing records retention. Such laws and regulations supersede the requirements of these guidelines. In the absence of such laws and regulations, complete records are maintained for a minimum of 3 years after the last contact with the client. Records, or a summary, are then maintained for an additional 12 years before disposal.