Record keeping for
APA’s guidelines help psychologists steer through the sometimes murky
waters of how best to document and protect patient information.
BY DR. CYNTHIA STURM
Welcome to ‘CE Corner’
“Ce Corner” is a quarterly continuing education
article offered by the APA office of Ce in
Psychology. this feature will provide you with
updates on critical developments in psychology,
drawn from peer-reviewed literature and written by
leading psychology experts. “Ce Corner” appears
in the February, April, July/August and november
issues of the Monitor.
to earn Ce credit, after you read this article,
purchase the online test at www.apa.org/education/ce.
Upon successful completion of the test (a score
of 75 percent or higher), you can print your Ce
certificate immediately. APA will immediately send
you a “Documentation of Ce” certificate. the test
fee is $25 for members; $35 for nonmembers. the
APA office of Ce in Psychology retains responsibility
for the program. For more information, call (800)
374-2721, ext. 5991.
CE credits: 1
Exam items: 10
1) Identify various APA resources that can guide sound
2) Discuss the key issues in establishing a record disposition
plan in case of unanticipated illness, disability or death.
Have your record-keeping practices changed along with advances in technology? Do you exchange protected health information via fax, email, or text messaging?
Are you collaborating with other professionals from different
If you answered yes to any of these questions, it may be time
to seek advice from APA’s Record Keeping Guidelines.
A clear, well-organized record-keeping system is essential
for psychologists who provide treatment, psychotherapy,
assessment and consultation services. But setting up such
systems can be challenging. For one, psychologists need to
strike the fine balance between the need to maintain client
privacy and confidentiality and the need to communicate with
insurers, other treating professionals and larger health systems.
Psychologists’ records must also adhere to state and federal laws.