Records retention — psychology (Ontario)
Retain individual client service records for at least 10 years after the service recipient turns 18, or after the last professional contact — whichever comes later. Organizational service records: at least 10 years after the organizational client’s last contact. Registrants who are health information custodians must also arrange for the security and maintenance of records in case of expected or unexpected incapacity or death, and inform the College of those arrangements before ceasing to provide services.
“9.4 Record Storage and Retention — Individual Client Service records must be retained for a minimum of 10 years after the service recipient reaches the age of 18 or after the last professional contact, whichever comes later; Unless otherwise required by law, organizational service records must be maintained for at least ten years following the organizational client’s last contact.” — CPBAO, Standards of Professional Conduct, s. 9.4 (in force 2024-07-01)