Do not destroy records that are part of - or you are aware that they will be part of - any legal action, audit, investigation, or review.
Agency Schedule Number: 016-051
Item No.: 1
Description:
Confidential Information: Yes
Office of Record: Counseling and Psychological Services
Other Offices: Reference copies maintained by other units should be disposed of by recycling or file wiping when no longer needed for administrative purposes. Reference copies should be kept no longer than the period specified for the Office of Record.
Retention Period: If the client was 18 years of age or older when consultation began, retain in office 8 years after last clinical contact, then dispose by shredding.
If the client was under 18 years of age when consultation began, retain 8 years in office after the client turned 18, then dispose by shredding.
Effective Date: June 2012
Revision Date: January 2016