Automatic deletion of notes

As a new therapist coming in, I am concerned that all of my past notes are not being imported into Upheal. Having seen clients for 5 years, I’m only seeing notes from 1.5 years ago being uploaded, and not all of them. I ask the AI, and it tells me that maybe I have a setting for auto deletion. First, there are problems with auto deletion of notes, and definitely a problem if I am not aware of it in the first place, especially during the exporting period. If I am subpoeaned and I was assuming that the notes were there without having checked for them, then I would be in big trouble. The AI tells me that I should keep the notes for my own record. That is problematic as well because lawyers can argue that the clinical record of progress notes being in the same area and format are indistinguishable from process notes and therefore accessible during Discovery. On top of that, now I am realizing that I have to check every client record to make sure that the clinical record is complete and that is over 80 hours of work! Maybe even more! I argue that this is very problematic, and is enough to make me rethink using Upheal.

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Status

In Review

Board

Notes & Documentation

Tags

High Priority

Date

4 days ago

Author

Marika Dvorak

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