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Taking notes & a legal point of view

Future 2

…I think it’s worth mentioning a couple of points. This comes into play more where talking therapies are regulated by the govern, which one day coaching may follow.

:: Cabinet files must be kept away from windows in case a burglar can reach in and take patient notes.

:: Notes must be written in black or blue pens. Records written in pencil will not be admissible in court. This due to photocopying practicality reasons for the courts and erasers used to alter the records.

:: Notes must be written in front of the client. And not after the session is finished. I know of some governmental funded organizations where records can only be written in black as a policy. Blue is not an option!

:: Any changes to the notes must be initialed by the client while the client is there. Even spelling mistakes can’t be corrected after the session is over.

:: Diary appointments cannot be written using either the clients name or initials or phone number. You must give them a code like 007. This is to protect the client’s personal details should your diary be lost / stolen.

:: Diaries must be kept for 6 years.

Then of course you’re regulated by the Data Protection Act, Theft Act & Anti-Terrorism Act. This is for another discussion board!

Looking forward to see coaching being regulated.
Thank you Johnathan Brooks.

Cristina Madeira
Certified Executive and Team Coach by