333-333-5100 Facilitator Record Keeping and Confidentiality (1) A facilitator shall work with service centers as needed to create the following records for every client to whom they provide psilocybin services in a form and manner prescribed by the Oregon Health Authority. All physical and electronic copies of these records must be transferred to the service center where the client participated or intends to participate in an administration session and stored and maintained as required by OAR 333-333-4820: (a) Completed information form described in OAR 333-333-5050. (b) Completed informed consent document described in OAR 333-333-5040. (c) Transportation plan described in OAR 333-333-5150. (d) The date, start time and end time, for every preparation, administration and integration session including the name of the facilitator who provided services for that session. (e) The psilocybin products, including unique identification number, consumed by each client, including the amount of product consumed and whether it was consumed in a single dose or multiple doses. (f) Any deviation from the client’s transportation plan. (g) Any adverse behavioral reactions or adverse medical reactions, including a record of severe adverse reactions. (h) Any known post-session reactions that occurred following an administration session. (2) If applicable and as required by these rules, a facilitator shall create the following records, and these records must be stored at the service center where the client received services as required by OAR 333-333-4820: (a) Consent for any applicable circumstances described in OAR 333-333-5000(8). (b) Support person plans as required by OAR 333-333-5070. (c) Safety and support plans as described in OAR 333-333-5080. (3) Records required by this rule must be provided to the client upon request pursuant to OAR 333-333-4820(3). (4) Records required by this rule must identify the client receiving services and contain client contact information. (5) Facilitators and service centers shall not share or disclose any records required by this rule unless permitted or required to do so by ORS 475A.450 or these rules. (6) Records that are transferred to a service center as required by section (1) of this rule must be transferred within 15 calendar days of their creation. For records created prior to a client participating in an administration session, the records must be transferred to the service center where the client will participate in the administration session prior to the date of the administration session. If the service center where the client participated or intends to participate in an administration session is unknown at the time a facilitator creates the records, the facilitator must transfer these records, with the client’s consent, to a service center that has agreed to receive the records. Facilitators must inform clients of the service center location which receives and stores the clients’ records. Statutory/Other Authority: ORS 475A.235 & ORS 475A.340 Statutes/Other Implemented: ORS 475A.340 & ORS 475A.450 History: PH 82-2024, amend filed 11/22/2024, effective 01/01/2025 PH 58-2023, amend filed 12/21/2023, effective 01/01/2024 PH 206-2022, adopt filed 12/27/2022, effective 12/27/2022