Explore Texa’s ethical and legal documentation protocol for both written and when technology is used

Explore Texa’s ethical and legal documentation protocol for both written and when technology is used. Consider security concerns and steps a counselor must take to safeguard the client’s privacy.

What are the requirements for record-keeping in Texas for mental health providers?
(e) A licensee must keep accurate records of therapeutic services, including dates of services, types of services, progress or case notes and billing information for a minimum of seven years after termination of services or five years after a client reaches the age of majority, whichever is greater.
What is considered a recordable document in Texas?
Birth certificates and marriage licenses are recordable documents. A recordable document is one that is recorded with some type of entity whether it be the Secretary of State’s Office, a court of law, a county clerk, or the Bureau of Vital Statistics. Certified copies may be obtained by contacting such entities.

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