Quality Client Records
How to keep, use and share client records. How you meet your professional, legal and ethical obligations as you create and maintain quality client records. Supports compliance with information management legislation in the workplace.
What You'll Learn
This PracticeLab quiz helps you revisit the essential concepts that guide safe, quality practice. Answer the questions, read the explanations, and build confidence in the knowledge you bring to your role.
The Purpose and Importance of Client Records
Understanding why accurate client records are essential, including legal obligations under New Zealand's Privacy Act 2020 and ethical responsibilities in community services practice.
Creating and Updating Client Records
Best practices for case-noting, documenting client interactions, maintaining accurate information, and understanding who can access and use client files in your organisation.
Using Client Records for Safe and Quality Practice
Practical strategies for using client records to support continuity of care, informed decision-making, risk management, and maintaining service quality standards.
Privacy, Confidentiality and Information Sharing
Understanding your obligations under the Privacy Act 2020, when and how to share client information with consent, and managing situations where information must be shared without consent.
Recording Information Sharing on Client Files
What must be documented when you share client information, including details of disclosures, consent obtained, and justifications for sharing without consent in accordance with New Zealand legislation.
Client Access Requests and Closing Records
Procedures for responding to client requests to access their records under the Privacy Act 2020, proper steps for closing client files, and retention requirements for closed records.
