What filing storage does a psychotherapist or counselor need for client records?

Mental health professionals must maintain confidential client records including intake forms, session notes, treatment plans, and financial records. These are protected health information under HIPAA. A locking vertical file cabinet in a secure location (not accessible to the waiting room or other staff) is the minimum requirement. Mental health records have long retention requirements — typically 7 years after the last service date for adults, and until 3 years after a minor client turns 18. Some practitioners keep more detailed notes separate from official treatment records (the Jaffee v. Redmond distinction) — these psychotherapy notes have additional privacy protections. At minimum, all client records should be in locked storage. FindOfficeFurniture.com — call 888-719-4960.