Skip to content

June 2021: Appointment Book for Clinical Sessions

Question: Do I have to keep the appointment book that I use to book clinical sessions?

Answer: No. If the information is adequately summarized in the clinical record, the appointment book or electronic calendar can be safely and securely destroyed. If the occupational therapist thinks that it would be useful to maintain the actual book for future use, it should be stored safely and in line with the retention schedule of records (retain for 10 years). If you are part of an organization, check to see if they have any processes for the retention or destruction of this material.

For more information, please see the Standards for Record Keeping.

← Back to Question and Answer