Records Management Guidelines are a series of principles and suggested approaches. They can serve as a guide when you are creating, updating, storing, releasing, and destroying client records.
These Guidelines are organized or grouped according to frequently asked questions related to privacy protection. Questions are listed in the order they would likely arise in the handling of a case. Your agency or program can use these Guidelines as your in-house privacy policy or as a template to develop your in-house policy. The background sections included in this document can also be used as a sourcebook for best practices and further information.