304 10 120

Activity
III.04. ADMINISTRATION OF STUDENT AFFAIRS/Student Health Services
Series Name
Treatment Records, Designated Record Set
Series ID
304-10-120
Custodians
Any creating unit
Description

Document clinical assessment and treatment of mental health issues. These records found in all media (paper, digital, or other) may include but are not limited to:

  • identifying data; contact information; fees and billing information;
  • where appropriate, guardianship or conservatorship status;
  • documentation of informed consent or assent for treatment;
  • documentation of waivers of confidentiality and authorization or consent for release of information;
  • documentation of any mandated disclosure of confidential information (e.g., report of child abuse, release secondary to a court order); presenting complaint, diagnosis, or basis for request for services;
  • plan for services,
  • updated as appropriate (e.g., treatment plan, supervision plan, intervention schedule, community interventions, consultation contracts); health and developmental history;
  • related documentation.
Retention and Disposal Instructions

7 years after client's last contact, purge.

Exception: In the event of a subpoena, audit, public records or similar state or federal information request, halt until further instructed any scheduled disposal activities, including purging or transferring material to University Archives.