Some specific key reasons for keeping them are: Well kept records support you as a therapist in delivering a high standard of care to your clients. They maintain a reliable history of important information relating to your clients’ health, treatments and relevant events , rather than relying on memory.
What is the purpose of a client record card?
Record cards are an essential part to any service offered within the salon to gather important client information and to ensure correct care of your clients prior to treatment . Cards are available for specific salon treatments and are available in packs of 100.
How do you keep client records?
- Create a client contact sheet. ...
- Create a physical file. ...
- Create a digital folder. ...
- Add information to electronic contact database. ...
- Add information to billing/financial software.
What are the types of record keeping?
- Accounting records. Accounting records document your business’s transactions. ...
- Bank statements. Bank statements are records of all your accounts with the bank. ...
- Legal documents. ...
- Permits and Licenses. ...
- Insurance documents.
Why do we keep client records?
They act as a “memo system” that lets you keep notes about your clients. One key point of ensuring any business’s success is providing excellent client service. ... Likewise, keeping a client record will help you remember which clients are more difficult to deal with than others .
What should be on a client record card?
What data should it contain? The name, surname, email address, birth date, known allergies, sometimes medications the client takes on a regular basis. Customer card cosmetology templates are usually more complex, with a few more sections for more sensitive data.
What is a client record?
A client record is a continuous and accurate account of care or services , whether hard copy or electronic, provided to a client, including information that has been dated and signed by the individuals who prescribed or delivered the care or service.
Why is it important to perform a client consultation?
Client consultations are not only a legal requirement before treatment , but also an opportunity to discover what your client wants, along with possible contraindications, and achieve the perfect end result. Even regular clients need a consultation as hair, nails and skin condition can change over time.
How do you keep client records confidential?
- Create thorough policies and confidentiality agreements. ...
- Provide regular training. ...
- Make sure all information is stored on secure systems. ...
- No mobile phones. ...
- Think about printing.
How long should you keep client records?
Tax records
Professional bodies, including the ICAEW and ACCA, have their own guidance on keeping client records for their members. HMRC’s official stance is that the maximum amount of time records need to be kept is six years , commonly referred to as the ‘six-year-rule’.
What are three examples of ethical record keeping?
Examples include documents, books, paper, electronic records, photographs, videos, sound recordings, databases , and other data compilations that are used for multiple purposes, or other material, regardless of physical form or characteristics.
What are the 3 main types of records?
- Correspondence records. Correspondence records may be created inside the office or may be received from outside the office. ...
- Accounting records. The records relating to financial transactions are known as financial records. ...
- Legal records. ...
- Personnel records. ...
- Progress records. ...
- Miscellaneous records.
What are the two common tools of record keeping?
As long as the records produce an accurate accounting of income and expenses, you can choose the system that works best for you and your business. There are two main ways in which business records can be kept: manual record keeping and computerized (or automated) record keeping .
What are 3 types of documents?
- Emails.
- Business Letters.
- Business Reports.
- Transactional Documents.
- Financial Reports and Documents.
How important is good record keeping?
You need good records to monitor the progress of your business . Records can show whether your business is improving, which items are selling, or what changes you need to make. Good records can increase the likelihood of business success.
What is record card?
(ˈrɛkɔːd kɑːd) a piece of card or file that you use to keep a record of information . school record cards. alphabetic record cards for addresses. He looked at my dental record card.
