Record Keeping Guidelines

by Practice Research and Policy Staff

March 29, 2007 — The APA record keeping guidelines (RKG) have been revised to take into account changes in practice such as electronic record keeping as well as legislative and regulatory requirements including HIPAA. The new RKG provide guidance in such areas as preserving the context of records, organization and level of detail, and retention time and records disposal.

Click on the file below to access the newly revised APA Record Keeping Guidelines.

Record Keeping Guidelines  (PDF, 132 KB)