Page 40 - Part-A
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Information, Advice or Guidance
! STOP AND THINK!
What tips can you think of to help ensure records that you keep
are up to date and comply with best practice guidelines?
There are several ways to ensure good practice guidelines are met when it comes to
record keeping.
• Ensure that you record any significant interactions you have with clients,
whether this is by telephone or face to face. A significant interaction could
be the client asking a question or you providing advice
• Take time to update client records to ensure details are correct
• File or attach emails, letters or faxes that relate to the client within their
record to ensure a complete picture is captured
• Ensure that any paper-based records are included within your electronic
record system (if you have one).
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