Theranotes Starter Form

Name
First Last
Email
Business Name
Website Address
What's the maximum number of years — after your client's 18th birthday — that you must keep your client notes to satisfy your insurance and regulatory body requirements?
We need to know what your policy is for retaining data. For example, in accordance with CNHC regulation, you need to keep notes for 8 years after the client's final treatment session has ended. Child records should be held until after their 25th birthday, or 26th birthday if they were aged 17 when treatment ends. This information should be detailed in your privacy policy, or you can check with the Regulatory Bodies you are associated with (E.g. CTHA, CNHC, AfSFH etc.) If their recommendations differ, then it's best to opt for the longest retention period suggested.
How do you communicate with clients?
We need to set up your GDPR Communication Preferences in the system.
- Text
- Email
- Phone Call
- Post
- Whatsapp
- Facetime
- Zoom
- Skype
- Other
What do you need to communicate with your clients about?
Please list as many possibilities as possible. We can amend and alter them on the day of your training. E.g. Cancellations, Appointment Bookings, Appointment Re-Arrangements, After care Advice, Feedback Forms etc.
What devices will you be using Theranotes on?
E.g. Iphone, Macbook Air, Windows PC, Ipad, Windows Tablet, Chromebook, Android phone etc. Please list all of your devices.

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