RECORD KEEPING.

148F.15 RECORD KEEPING. § Subdivision 1.Record-keeping requirements. Providers must maintain accurate and legible client records. Records must include, at a minimum: (1) an accurate chronological listing of all substantive contacts with the client; (2) documentation of services, including: (i) assessment methods, data, and reports; (ii) an initial treatment plan and any revisions to the plan; (iii) the name of the individual providing services; (iv) the name and credentials of the individual who is professionally responsible for the services provided; (v) case notes for each date of service, including interventions; (vi) consultations with collateral sources; (vii) diagnoses or presenting problems; and (viii) documentation that informed consent was obtained, including written informed consent documents; (3) copies of all correspondence relevant to the client; (4) a client personal data sheet; (5) copies of all client authorizations for release of information; (6) an accurate chronological listing of all fees charged, if any, to the client or a third-party payer; and (7) any other documents pertaining to the client. § Subd. 2.Duplicate records. If the client records containing the documentation required by subdivision 1 are maintained by the agency, clinic, or other facility where the provider renders services, the provider is not required to maintain duplicate records of client information. § Subd. 3.Record retention. The provider shall retain a client's record for a minimum of seven years after the date of the provider's last professional service to the client, except as otherwise provided by law. If the client is a minor, the record retention period does not begin until the client reaches the age of 18, except as otherwise provided by law. History: 2012 c 197 art 2 s 31