Duty to keep an accurate record
A licensee shall ensure a patient record SUPPORTS ALL DIAGNOSES, TREATMENTS, SERVICES AND BILLING, and shall ensure a patient record is timely created, accurately dated, LEGIBLE, SIGNED OR INITIALLED BY THE INDIVIDUAL WHO ACTUALLY PERFORMED the treatment or service, and CONTAINS A KEY TO ABBREVIATIONS. At a minimum a licensee shall include the following in all patient records created during an INITIAL VISIT: patient history; description of symptoms or purpose of the visit; findings of examinations, including imaging and laboratory records; assessment; diagnosis; prognosis; treatment plan, recommendations and orders; and treatment or service provided and the patient's response. Other than consultations, reports of findings or non-therapeutic contacts, a licensee shall include in all records of a SUBSEQUENT VISIT: an updated history since last visit, if any; the purpose of visit and changes in symptoms since last visit; an examination of the area involved in the diagnosis; an assessment of any change in the patient's condition; the treatment or service provided and the patient's response; and change in treatment plan or planned referrals if indicated. A patient record means any record regularly used, created or stored by a licensee or other person pertaining to a patient's history, diagnosis, treatment, prognosis or BILLING, including records of OTHER HEALTH CARE PROVIDERS, currently or having been in the possession or custody of the licensee or other person.
- Provider class
- chiropractic licensees
What this means operationally
Three requirements here are unusual enough to be worth checking against an actual chart. The record must be signed or initialled by whoever ACTUALLY PERFORMED the service, which does not permit a supervising licensee to sign for work done by another. It must contain a KEY TO ABBREVIATIONS, a documentation artefact most practices do not maintain at all. And the definition of patient record expressly reaches BILLING records and records received from OTHER PROVIDERS, so the duty is not confined to clinical notes the practice authored. The initial-visit and subsequent-visit lists are different and the subsequent-visit list carries its own carve-out for consultations, reports of findings and non-therapeutic contacts.
Applies when
- A chiropractic licensee creates or holds a patient record
Exceptions
- The subsequent-visit content list does not apply to consultations, reports of findings, or non-therapeutic contacts with a patient

