Question about forwarding treatment notes

[Zey]

I just received a letter from the lawyer of a past, very irregular client requesting all of my treatment notes from 1/1/02 to the present.  This client was extrememly sporadic and I have very few notes on her sessions because the first few were spread so far apart and she came to me for relaxation only.  I usually make a few notes on the intake form the first session then after that I will make notes only if something changes or pops up.  Or, of course, I'm working on a an insurance client.I haven't seen this client since August of last year and I have since moved my office and can't seem to find info on her.  Either on those few sessions I didn't make notes or they somehow got lost in the move.In any rate, I have very little to send to this lawyer, if I send anything at all.  I guess my question is, I can just tell them I have little to no records and leave it at that, can't I?  I would have kept better records had I known she was planning on pursuing legal help (it's a disability claim).Just not sure what I should do.  Any input would be appreciated.

 

[AlissaPie]

Question about forwarding treatment notes

just tell him the truth, when you moved locations, her records were misplace, and possibly distroyed and thrown away. send him anything that you have, but dont stress about it. If possible, you can write a statement that tells what you can remember from her past sessions.

 

[Pompal 09.]

Question about forwarding treatment notes

To help out the client, I'd send whatever info you have. At least in Texas, you don't technically HAVE to keep notes on clients. I'm not sure about your state/area. You're probably not required to, but to help the client with their claim, it'd be nice to send notes of what went on if you can find them. If not, don't stress about it. You can just tell the lawyer that you do not have notes on her and leave it at that.

 

[NekoDorei]

Thanks for helping confirm MY thoughts!Seforum.xxx, I'm in PA, a non-licensed state.  So, no, we don't have to keep records.  I will usually jot down anything I need and I definately keep records for insurance claims.I'll send out what little I have today,Thanks again!