All shopper information are confidential and ought to be stored the place different folks don’t have entry to them, and within the UK you're legally required to maintain such information safely for seven years from the time of the final session (verify the laws if you happen to reside elsewhere). This additionally implies that you must make some provision in your will for the right disposal of your shopper information after your loss of life.
Your shopper information—and any lists you retain of the names, addresses and phone numbers of people that have made inquiries about remedies—are additionally topic to the Information Safety Act within the UK (verify the state of affairs if you happen to apply in different nations). Even if you happen to don’t maintain these lists on a pc, you should still be required to register with the Information Safety Company.
Your preliminary shopper information ought to embrace every shopper’s title, deal with, phone quantity and a short case historical past together with any medical issues they've had previously (and current), any surgical procedures they've undergone, any remedy they're taking now and any earlier remedy that may be necessary. You also needs to embrace any various treatments they're taking and different complementary therapies they've acquired or are presently receiving. Additionally, you will want the title, deal with and phone variety of their physician (for emergency use solely).
Every time the shopper attends an appointment you must make a remark of the date, time, a short define of the therapy and any specific outcomes and/or experiences and any recommendation given. Your information ought to be clear and complete however purely factual—no feedback or opinions that even when made in a jocular manner might be misinterpreted. Keep in mind that your purchasers have a proper to see their information in the event that they request them, they usually is also required as a part of your protection within the unlucky (though unlikely) occasion of any authorized motion being taken towards you for negligence or damage. (That, in fact, is why you want public legal responsibility insurance coverage.)