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TITLE 22 - EXAMINING BOARDS
PART 34 - TEXAS STATE BOARD OF SOCIAL WORKER EXAMINERS
CHAPTER 781 - SOCIAL WORKER LICENSURE
SUBCHAPTER B - RULES OF PRACTICE
SECTION/RULE §781.309 - Client Records and Record Keeping
Chapter Review Date 10/25/2024

Following applicable statutes, the licensee shall:(1) keep accurate and legible records of the dates of services, types of services, progress or case notes, intake assessment, treatment plan, and billing information;(2) retain and dispose of client records in ways that maintain confidentiality;(3) in independent practice, establish a plan for the custody and control of the licensee's client records should the licensee die, become incapacitated, or cease offering professional services;(4) keep client records for seven years after the date of termination of services for adult clients or five years beyond the age of 18 for minor clients, whichever is greater;(5) provide a written explanation of the types of treatment and charges on a bill or statement to the client (this applies even if the charges are to be paid by a third party); and(6) comply with the requirements of Texas Health and Safety Code, Chapters 161 and 611; Texas Family Code, Chapter 261; and other applicable state law concerning confidentiality of protected health information and the release of mental health records.

Source Note: The provisions of this §781.309 adopted to be effective November 19, 2020, 45 TexReg 8157.

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