How should client records be handled when a client leaves a program?

• A. Delete all records immediately
• B. Finalize progress notes, ensure proper release of information if authorized, and update records for archival or transfer
• C. Keep records unopened and inaccessible
• D. Share all notes with the public

Answer: (B)

Handling client records when a client leaves a program focuses on confidentiality, accuracy, and continuity of care. Finalizing progress notes preserves a clear record of the client’s treatment status, goals, progress, and recommendations at discharge, which is essential for any future services or legal protections. If the client has provided a valid release of information, you should use it to share only the necessary details with the appropriate parties (for example, the next treatment provider or other authorized entities) to support seamless transfer of care. After discharge, update and archive the records according to agency policies and legal requirements, ensuring secure storage and restricted access so that only authorized personnel can view them. This approach safeguards the client’s privacy, supports ongoing treatment if needed, and meets ethical and legal standards. Deleting everything, keeping files unopened and inaccessible, or sharing notes with the public would violate confidentiality and professional obligations.