American Mental Health Counselors Association - AMHCA

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I. B. Counseling Process
     5.Termination and Referral
Mental health counselors do not abandon or neglect their clients in counseling.

          a.Assistance is given in making appropriate arrangements for the continuation of treatment, when necessary, during interruptions such as vacation and following termination.
          b.Mental health counselors terminate a counseling relationship when it is reasonably clear that the client is no longer benefiting, when services are no longer required, when counseling no longer serves the needs and/or interests of the client, or when agency or institution limits do not allow provision of further counseling services.
          c.Mental health counselors may terminate a counseling relationship when clients do not pay fees charged or when insurance denies treatment. In such cases, appropriate referrals are offered to the clients.
          d.If mental health counselors determine that services are not beneficial to the client, they avoid entering or terminate immediately the counseling relationship. In such situations, appropriate referrals are made. If clients decline the suggested referral, mental health counselors discontinue the relationship.
          e.When mental health counselors refer clients to other professionals, open and collaborative communication is important to ensure an appropriate transition.
          f.If clients are in danger, such as domestic violence or suicidality, mental health counselors take steps to secure a safety plan, refer to appropriate resources, and if necessary contact appropriate support.
E. Record-Keeping, Fee Arrangements, and Bartering
     1.Recordkeeping
Mental health counselors create and maintain accurate and adequate clinical and financial records.
           a.Mental health counselors create, maintain, store, transfer, and dispose of client records in ways that protect confidentiality and are in accordance with applicable regulations or laws.
          b.Mental health counselors establish a plan for the transfer, storage, and disposal of client records in the event of withdrawal from practice or death of the counselor that maintains confidentiality and protects the welfare of the client.

Short Text: 

...counselors establish a plan for the transfer, storage, and disposal of client records in the event of withdrawal from practice or death of the counselor...