What is the most important document that should be in all clients records?

What is the most important document that should be in all clients records? Insurance information- if you bill to insurance this is critical! Keep a copy of your client’s insurance card and any authorizations you receive. Document any conversations you have with the insurance company, as well.

Insurance information– if you bill to insurance this is critical! Keep a copy of your client’s insurance card and any authorizations you receive. Document any conversations you have with the insurance company, as well.