Documentation & Legal Standards Flashcards

Which document typically outlines fees, cancellation policy, and session expectations between practitioner and client?

Answer: Client service agreement

A service agreement sets out business terms and expectations in writing.

A client's food and lifestyle questionnaire is best treated as:

Answer: Confidential client information stored securely

Questionnaire data is sensitive and should be secured.

What is a good practice for electronic client records?

Answer: Use password protection and secure, access-limited storage

Digital records need access controls and secure storage to protect confidentiality.

How long should a practitioner keep client records?

Answer: Per state law and insurer guidance, often several years

Retention requirements vary by state and professional guidance, so practitioners should check local rules.

A practitioner covered by HIPAA is one who:

Answer: Is a covered entity, such as one who bills health plans electronically for services

HIPAA applies to covered entities and their business associates, such as those conducting standard electronic billing.

What is the primary function of professional liability insurance for a practitioner?

Answer: Protect against claims arising from professional services

Liability insurance helps cover claims of negligence or harm related to professional services.

Which practice best supports ethical marketing of nutritional therapy services?

Answer: Describing services honestly without guaranteeing outcomes

Ethical marketing avoids guarantees and misrepresenting qualifications or capabilities.