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Record Keeping

In the event of a claim you will be asked to produce your records of the client/event. This is to protect you in the event of a claim against you.

The insured person must adequately record each and every treatment given to each and every client.

The record is to include full details of the consultation process, the treatment, the result of the treatment and any aftercare instructions given where appropriate.

The record shall be kept for at least 7 years following the last occasion on which treatment was given. In the case of treatment to minors, it is advisable that records should be kept for at least 7 years after they reach the age of majority (18).

In the case of trial or demonstration sessions undertaken at shows, seminars, talks, conferences, courses and exhibitions instead of the above, the name and brief details of the person, date of session and condition being treated should be recorded.

In the case of sessions or classes undertaken in the form of yoga, pilates, fitness, exercise, meditation or mediumship instead of the above, the name and brief details of the person, date of session and any other relevant observations should be recorded.

If new clients attend your class you should talk to them and ensure that there is no reason why they should not attend your class. If in doubt you should ask for their GP's confirmation that they can safely participate in your class. Please remember that this is not only for your safety but also for the safety of your class participants.

At the start of each class please ask all participants is there any change in their circumstances that might affect their ability to participate in and complete the class safely.

Please remember that as a therapist or instructor you cannot be too careful. Your questioning and professionalism will instill confidence in your clients.

If in doubt or if you have any questions on this subject please do not hesitate to contact us via the contact page.