HPCSA Guidelines on the Keeping of Patient Records

CE courses & credits for psychologists in United States

United States: Comply with HPCSA patient record keeping standards. This course offers guidance for psychologists on ethical documentation and storage.

About this course in the United States

This course reviews the South African HPCSA Guidelines on the Keeping of Patient Records, Booklet 9, revised in September 2022, which set minimum legal standards for client records. US psychologists will learn what constitutes a client record, what information should be documented and kept secure, and how records should be retained. It also discusses handling records when selling a practice or after a practitioner's untimely death, audits by medical schemes, and practical note-keeping in the SOAP format. The course offers CE credits for psychologists through an APA-approved sponsor.

The HPCSA Guidelines on the Keeping of Patient Records (Booklet 9) was revised in September 2022. This guidance document provides the health care professional with the minimum legal standards on keeping client records. 

The presenter will take the delegates through the specifics such as what constitutes a client record, what information needs to be documented and kept safe, retention of records, etc. What to do in the event of selling your practice, or untimely death of the health care professional, will also be discussed.

Auditing of records by medical schemes is something that happens more regularly - this will also be touched on.

Practical advice on keeping notes in a S(ubjective), (O)bjective, (A)ppraisal, (P)lan format will also be discussed

Learning Outcomes:

By the end of this talk, participants will be able to:

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Also available for: South Africa · Australia · United Kingdom