What are personal notes?
“Personal notes” are defined as “not records” under the Confidentiality Act, as long as they are kept in the therapists sole possession and not disclosed to anyone other than a supervisor, consultant or attorney. Personal notes are not subject to subpoena or to mandatory access by the client. Only certain types of information and material may be given personal notes protection:(i) information disclosed to the therapist in confidence by other persons on condition that such information would never be disclosed to the recipient or other persons;(ii) information disclosed to the therapist by the recipient which would be injurious to the recipient’s relationships to other persons, and(iii) the therapist’s speculations, impressions, hunches, and reminders.
Personal notes are reminders you can add to any payment or filed item. Common uses for a personal note include reminders about why a payment was made, why the entire amount was not paid, or if there is a dispute with the payee. Personal notes are private, and can only be seen by you, not the payee.
