CPD Module 1 – Record-Keeping

Level: Practitioner Development

By successfully completing this course, you will:

  • Be awarded the BSY Certificate of Completion

You can study this course from the comfort of your own home; in your own time and at your own pace; with helpful support and encouragement from our friendly tutors.

Course overview

Good record-keeping is a crucial component of therapeutic practice and serves many important functions. Records benefit clients by documenting their treatment plans, the services they have received, and their progress. They help practitioners to plan and implement treatment and to monitor whether treatment is working. Additionally, accurate records help to protect practitioners in the event of legal or ethical proceedings. This module examines what information is kept and how it is recorded. It also considers the confidential nature of this information and the measures required to keep it secure.


  • Contents
    • Introduction
      • About CPD
    • Client Records
      • What Records to Keep
      • Golden Rules for Recording Information
      • Information to be Recorded
      • Paper-based and Computer-based Records
      • How Long to Keep Records?
      • What Constitutes Medical or Other Treatment Records
      • Security and Confidentiality of Medical or Treatment Records
    • Tasks

Practical training

No practical training is required to complete this course.