How to Store Client Records in a Canadian Private Practice

Posted by: Julia Smith on November 28, 2019 9:31 am

Keeping client’s notes and personal information secure is a very important task that all Canadian counsellors must do. There are two main ways that Canadian counsellors store their client records:

  1. File Cabinet
    Many Canadian therapists, like myself, started their careers with writing paper-based notes and then storing the notes in a locked file cabinet. In private practice, this can be an affordable way to keep client records. However, as your caseload grows you will need more and more space to store the records! Plus, if you do not have your own office space yet or commute between offices… it can become a very big hassle to store paper-based records.
  1. Electronically
    Since starting my Canadian private practice, I have been using Electronic Medical Record systems, otherwise known as an EMR. Yes, it does cost money… but it is soooooo worth it! By using an EMR you can easily store client records securely on an Internet server. By storing client records online, you can easily access your notes at any location! Plus most EMR’s include other services in their packages that help to grow your Canadian private practice!

Privacy Laws in Canada for Storing Electronic Records

As Canadian counsellors, we have to follow the Personal Information Protection and Electronic Documents Act (PIPEDA) (a federal law) as well as any provincial Personal Information Acts. The main point in PIPEDA for Canadian Therapists is to make sure that you are storing electronic records correctly. Electronic records are stored on Internet servers that can be located anywhere in the world (depending on what EMR you are using).

Since some provinces have some type of provincial Personal Information Act, regulations can be different per province. This means that currently every province (except British Columbia and Nova Scotia) can store their records on US or Canadian servers. This is a good thing as it gives Canadian private practice owners more options when choosing an EMR (you can choose a US or Canadian EMR). Unfortunately, British Columbia and Nova Scotia MUST store their records on Canadian Internet servers (you can only choose Canadian EMRs).

For more information you can read: https://vsee.com/blog/hipaa-canada-health-information-privacy/

EMR Options

There are many EMRs that you can choose from. I recommend that you choose an EMR that includes:

  • Online booking: allows clients to easily book their sessions online without having to call to schedule a session. This feature has helped me build my caseload, as many people would prefer to book online rather than call. Plus, if you do not have online booking and a potential client calls to book an appointment and gets a voicemail… they may continue to search for a counsellor that they can get an appointment with right away.
  • Credit card technology (such as Stripe): being able to charge clients for sessions through your EMR and have their credit card information securely stored through the system, saves you money! It has been very useful for me to have client’s credit card information saved (through Stripe). Especially when a client does not show up for their appointment and I have to charge them. It is also useful if someone else is paying for the counselling sessions but is not attending them (such as a parent paying for their teen’s counselling).
  • Secure online video counselling technology: it can be useful to have the option to provide online counselling. I have found it helpful with client’s that have moved away but still want to have sessions with me.

Simple Practice (US)

$49 USD plus $10 USD For Online Video Counselling/ $77 CAD per month

I LOVED and used Simple Practice for years until I had to switch to a Canadian server (my private practice is in Nova Scotia). Its platform is easy to use plus it provides you with online video counselling, Stripe, and online client booking if you choose their professional EMR! Click here to get a FREE thirty-day trial

OWL Practice (Canadian)

$80 CAD per month (plus provincial tax)

OWL Practice is an awesome Canadian EMR that includes Stripe and online client booking if you choose their Premium EMR! (They are also currently setting up online video counselling)! Click here to save 50% off your first moth with PROMO Code: FEARLESS

Remember to:
* make sure you have some type of cyber insurance (usually offered as an addition when purchasing private practice insurance)
*check with your organization/regulator to make sure that you are following their requirements for storing client records

About Julia
Julia Smith, MEd, RCT-C, CCC, is a Canadian private practice consultant who specializes in helping Canadian counsellors and therapists start private practice. She also owns a private practice in Halifax, Nova Scotia where she helps depressed teens build confidence, find happiness, and gain insight.
Click here to get more help with building your Canadian private practice!



*The views expressed by our authors are personal opinions and do not necessarily reflect the views of the CCPA

1 comment on “How to Store Client Records in a Canadian Private Practice”

  1. Hello. Thank you for this information. Have you had any feedback about counsellors using sync.com? I am considering that application for my practice. I was wondering if using an EMR if it is still recommended to have another back up system for files. I am hoping to just the EMR.
    Thank you, Caroline

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