Record and store information

In all organisations, all records and documents must be stored securely and safely. All information about clients must be treated confidentially and must be stored under lock and key except for current working files. These files are usually stored in a particular area that is not accessible to the public.

Each organisation has its own procedures for recording and storing client records. Once a client has been discharged from that organisation, the records are then put into the archives for security reasons. However, they should be accessible for easy retrieval should the need arise. All records are kept until the client dies.

Depending on the organisation, some enter client details, including ongoing case notes, either onto paper or directly onto the computer. Either way, details of client care and services are confidential and should be kept in a safe, locked environment.

More often than not, your role will be to collect basic information rather than specific client information. Regardless, it is important to always follow organisational procedures when collecting information and ensure that you are only collecting information you are required to collect.