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What are my obligations regarding client records and managing risk?
What are my obligations regarding client records and managing risk?
Iain avatar
Written by Iain
Updated today

Client confidentiality is paramount and must be maintained by you.

You will need to store client notes off-platform, ensuring these are held securely in accordance with legislation, best practice, the requirements of your professional body, and in line with our contract with you.

You should also have an up-to-date risk assessment and management plan in place for each client which addresses risk to self, client and others. 

If you will be seeing clients in person you should ensure you have considered all potential risks around lone-working and mitigated these. You can get more information on good practice from your professional body (e.g. BACP) and from other organisations such as the Suzy Lamplugh Trust who also have directories of available devices, apps and alarms that can help to ensure your safety.

Clients must always be allowed access to their records if they request it, in accordance with the Freedom of Information Act. 

If you have any concerns that the security of client information has been breached, we ask you to get in touch with us immediately. 

We have more information regarding privacy obligations here.

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