CIP CIP Business Practice & Client Relations 2 — Questions and Answers
Question 1: Which record-keeping practice is most appropriate for a CIP practitioner?
- Keep detailed notes on clients in a shared public folder
- Maintain secure, confidential session notes accessible only to the practitioner (Correct answer)
- Store client files on social media for easy access
- Discard all session notes after one week
Correct answer: Maintain secure, confidential session notes accessible only to the practitioner
Secure, confidential record-keeping protects client privacy and supports continuity of care in professional intuitive practice.
Question 2: How long should a CIP practitioner retain client records after the last session?
- Destroy all records immediately after each session
- Retain records per applicable state or professional association guidelines, typically 5–7 years (Correct answer)
- Keep records forever without a retention policy
- Retain records for exactly 30 days
Correct answer: Retain records per applicable state or professional association guidelines, typically 5–7 years
Record retention periods should follow applicable regulations and professional association guidelines to ensure legal compliance.
Question 3: A client requests a copy of their session notes. What should a CIP practitioner do?
- Refuse all such requests to protect practitioner privacy
- Provide the client access to their own records as requested (Correct answer)
- Charge an excessive fee to discourage the request
- Only share notes with a licensed therapist, never the client
Correct answer: Provide the client access to their own records as requested
Clients generally have the right to access their own session records, and practitioners should accommodate such requests professionally.
Question 4: What should a CIP practitioner do before posting a client success story on their website?
- Post it immediately if it reflects positively on the practitioner
- Obtain written informed consent from the client specifying how the story will be used (Correct answer)
- Change only the client's first name and post without permission
- Share only with certification body, not publicly
Correct answer: Obtain written informed consent from the client specifying how the story will be used
Written informed consent specifying the intended use of testimonials or case stories is required before any public sharing of client information.
Question 5: Which of the following is a sign of a professionally structured CIP session intake process?
- Beginning sessions without any forms to save time
- Collecting client health history, goals, and obtaining signed informed consent before the first session (Correct answer)
- Asking for payment before discussing the nature of services
- Requiring clients to sign a liability waiver that disclaims all responsibility
Correct answer: Collecting client health history, goals, and obtaining signed informed consent before the first session
A structured intake process including health history, session goals, and informed consent establishes a professional and ethical client relationship.
Question 6: A long-term client relocates internationally and wants to continue sessions remotely. What should the CIP practitioner consider?
- Refuse all remote sessions regardless of circumstances
- Review any jurisdiction-specific regulations on distance services and update the client agreement accordingly (Correct answer)
- Continue sessions unchanged with no modifications to practice agreements
- Require the client to return in person for all future sessions
Correct answer: Review any jurisdiction-specific regulations on distance services and update the client agreement accordingly
Remote and cross-border sessions may involve different legal considerations, so reviewing jurisdiction regulations and updating agreements is essential.
CIP CIP Business Practice & Client Relations 2
Which record-keeping practice is most appropriate for a CIP practitioner?