Client Records Clause Samples
The Client Records clause establishes the requirements and responsibilities regarding the creation, maintenance, and access to records related to the client. Typically, this clause outlines what types of records must be kept, the format in which they should be maintained, and who is permitted to view or use these records. For example, it may specify that all communications, transactions, and relevant documentation must be securely stored and made available to the client upon request. The core function of this clause is to ensure transparency, accountability, and proper record-keeping throughout the business relationship, thereby reducing the risk of disputes and facilitating compliance with legal or regulatory obligations.
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Client Records. 20 23.2.1 CONTRACTOR shall prepare and maintain accurate and complete records 21 of clients served and dates and type of services provided under the terms of this Agreement in a 22 form acceptable to ADMINISTRATOR.
23 23.2.2 CONTRACTOR shall keep all COUNTY data provided to CONTRACTOR 24 during the term(s) of this Agreement for a minimum of five (5) years from the date of final payment 25 under this Agreement, or until all pending County, State, and federal audits are completed, 26 whichever is later. These records shall be stored in Orange County, unless CONTRACTOR 27 requests and COUNTY provides written approval for the right to store the records in another 28 county. Notwithstanding anything to the contrary, upon termination of this Agreement, 1 CONTRACTOR shall relinquish control with respect to COUNTY data to COUNTY in 2 accordance with Subparagraph 39.2.
3 23.2.3 COUNTY may refuse payment for a claim if client records are determined 4 by COUNTY to be incomplete or inaccurate. In the event client records are determined to be 5 incomplete or inaccurate after payment has been made, COUNTY may treat such payment as an 6 overpayment within the provisions of this Agreement.
Client Records. 23.2.1 CONTRACTOR shall prepare and maintain accurate and complete records of clients served and dates and type of services provided under the terms of this Agreement in a form acceptable to ADMINISTRATOR.
23.2.2 CONTRACTOR shall keep all COUNTY data provided to CONTRACTOR during the term(s) of this Agreement for a minimum of five (5) years from the date of final payment under this Agreement, or until all pending COUNTY, State, and federal audits are completed, whichever is later. These records shall be stored in Orange County, unless CONTRACTOR requests and COUNTY provides written approval for the right to store the records in another county. Notwithstanding anything to the contrary, upon termination of this Agreement, CONTRACTOR shall relinquish control with respect to COUNTY data to COUNTY in accordance with Subparagraph 39.2.
23.2.3 COUNTY may refuse payment for a claim if client records are determined by COUNTY to be incomplete or inaccurate. In the event client records are determined to be incomplete or inaccurate after payment has been made, COUNTY may treat such payment as an overpayment within the provisions of this Agreement.
Client Records. 26.2.1 CONTRACTOR shall prepare and maintain accurate and complete records of clients served and dates and type of services provided under the terms of this Contract in a form acceptable to ADMINISTRATOR.
26.2.2 CONTRACTOR shall keep all COUNTY data provided to CONTRACTOR during the term(s) of this Contract for a minimum of five
Client Records. 7 25.2.1 CONTRACTOR shall prepare and maintain accurate and 8 complete records of clients served and dates and type of services provided 9 under the terms of this Agreement in a form acceptable to ADMINISTRATOR.
10 25.2.2 All client records related to services provided under the 11 terms of this Agreement shall be retained by CONTRACTOR for a minimum of five 12 (5) years from the date of final payment under this Agreement or until all 13 pending COUNTY, State and Federal audits are completed, whichever is later. 14 Notwithstanding anything to the contrary, upon termination of this Agreement, 15 CONTRACTOR shall relinquish control with respect to client records to COUNTY 16 in accordance with Subparagraph 43.2. 17 25.2.3 COUNTY may refuse payment for a claim if client records 18 are determined by COUNTY to be incomplete or inaccurate. In the event client 19 records are determined to be incomplete or inaccurate after payment has been 20 made, COUNTY may treat such payment as an overpayment within the provisions of 21 this Agreement.
Client Records. 21 25.2.1 CONTRACTOR shall prepare and maintain accurate and complete records 22 of clients served and dates and type of services provided under the terms of this Agreement in a 23 form acceptable to ADMINISTRATOR.
Client Records. Contractor grants no right to PDSC or designee of PDSC to observe attorney/client consultations or to review information in case files that is:
(a) privileged because of the attorney/client relationship; or
(b) work product identifiable to a particular case or client unless the client expressly, knowingly, and voluntarily agrees in writing. Contractor shall keep records, including time records, in such a manner as to allow PDSC or PDSC's designee reasonable access to other information for review purposes. Notwithstanding other provisions of this section, Contractor does not waive any client's constitutional, statutory, or common law right or privilege.
Client Records. CONTRACTOR shall prepare and maintain accurate and complete records of clients served and dates and type of services provided under the terms of this Agreement in a form acceptable to ADMINISTRATOR.
Client Records. 26.2.1 CONTRACTOR shall prepare and maintain accurate and 7 complete records of clients served and dates and type of services provided 8 under the terms of this Agreement in a form acceptable to ADMINISTRATOR.
Client Records. 9 25.2.1 CONTRACTOR shall prepare and maintain accurate and 10 complete records of clients served and dates and type of services provided 11 under the terms of this Agreement in a form acceptable to ADMINISTRATOR.
12 25.2.2 All client records related to services provided under the 13 terms of this Agreement shall be retained by CONTRACTOR for a minimum of five 14 (5) years from the date of final payment under this Agreement or until all 15 pending COUNTY, State and Federal audits are completed, whichever is later. 16 Notwithstanding anything to the contrary, upon termination of this Agreement, 17 CONTRACTOR shall relinquish control with respect to client records to COUNTY 18 in accordance with Subparagraph 43.2.
Client Records. CONTRACTOR shall maintain adequate records of each individual client including a record of services provided by the various professional and paraprofessional personnel in sufficient detail to evaluate services, and containing all data necessary in reporting to DHCS, including records of client interviews and progress notes. All client records shall be retained by CONTRACTOR in accordance with 42 CFR Section 438. Further, at the termination of contractual relationships between COUNTY and CONTRACTOR, COUNTY shall have such access to client records as is reasonably necessary to assure continuity of client care.