Ensure all records are maintained, stored and accessible

An open filing cabinet drawerMake sure that all documents that relate to the person you have supported are kept up to date. If the person returns to the service, update the forms for currency.

All documents must also be securely stored according to organisational guidelines, confidentiality principles and privacy legislation. This includes locking files in a locked cabinet, or saving files on a password protected computer system.

The person has the right to access their personal records at any stage if they request it. This is part of the Privacy Act 1988 (Cth).

Complete formal documentation as required and file appropriately. Most case notes should be kept on file for 8-10 years, in case they need to be subpoenaed.