Therapy client data GDPR: for new and current therapy clients
Therapy client data GDPR: As from 25th May 2018, under the General Data Protection Regulations (GDPR) I (Emma Cameron, Integrative Arts Psychotherapist) am required by law to inform you (as my current therapy client, or potential therapy client) about how I process and keep safe the data I hold that pertains to you. I am also required to gain your consent to my holding and processing your data in certain ways (they’re detailed below). As an Integrative Arts Psychotherapist, I take confidentiality and privacy very seriously and am bound by the code of ethics of UKCP and HCPC.
If you are my current therapy client, or are about to become my therapy client, here’s what you need to do…
Please read and sign to indicate your consent. You may print a paper copy, or copy and paste digitally. If you do not wish to give your consent, you have the option to discuss with me, and it may be possible to create a bespoke agreement between us.
If you agree to give your consent for me to hold and process your data as stated, please sign, date and return to me by hand, by post, or email to my ProtonMail account, espcameron@protonmail.com
What therapy client data is held about you?
I keep certain data so that I can work safely and professionally with you, in line with the guidelines of UKCP.
The therapy client data GDPR I hold may include:
- Your name and address
- Your phone number and email address
- An emergency contact’s name and phone number
- Your GP name and contact details
- Relevant medical information
- Artworks you may create
- Session notes
- Payment information
- My emails to you, and yours to me
- Invoices
You have the right under GDPR to know what therapy client data I hold, why I hold it, and for how long I hold it. You also have the right to view it, and to ask for changes to be made. When sensitive data is to be destroyed, it is incinerated in my wood-burner. If I discover there has been a data breach of your personal information that could put you at risk, I will undertake to tell you as soon as possible.
How, why, and for how long is your data held?
To try and make things as clear as I can, I’ve divided this into ten sections. You’ll need to consider each section individually, and if you consent then sign and date where indicated at the bottom of the page.
1. Your name and address
How I keep this data
I keep your name and address in paper form in a locked filing cabinet. These are kept separate from your session notes. My professional executor has your first name and phone number in paper form, kept in their locked filing cabinet.
Why I keep this data
This is required by my professional liability insurer and by my professional organisation (UKCP).
How long I keep this data
My professional liability insurer advises that I keep this data for seven years. After that time it is destroyed.
My professional executor will destroy any data that s/he has when you and I finish our work.
Who sees the data
Myself. My professional executor will see your first name but not your surname or address.
2. Your phone number and email address
How I keep this data
I keep your phone number in my mobile phone under an identifying code, not your name. My phone is locked with a passcode when I am not using it. Your email address is held in my ProtonMail account, which is encrypted and held on servers in Switzerland. Neither my computer nor my phone are shared with anyone else, unless it is required by a technician for maintenance. I also keep your phone number and email address in paper form in a locked filing cabinet. These are kept separate from your session notes.
My professional executor has your first name and phone number in paper form, kept in a locked filing cabinet.
Why I keep this data
This is needed in case I have to contact you (for example for rescheduling sessions or sending an invoice). My professional executor keeps this data so that you could be contacted in case I became suddenly incapacitated through a health crisis or other emergency, as required by my clinical will. I also keep your email address in case we agree to work therapeutically via email, either as a regular arrangement or just occasionally.
How long I keep this data
I will remove this data when we have finished our work, unless you tell me that you would like me to retain it in case we work together again in the future.
Who sees the data
Myself and my professional executor.
3. Emergency contact’s name and phone number
How I keep this data
I keep this data in paper form in a locked filing cabinet along with your name and contact details.
Why I keep this data
It is unlikely that I would ever use this information, but I hold it in case I become concerned for your welfare and I cannot get hold of you. In addition, you and I may agree together on some other reason that I might contact this person, based on your best welfare.
How long I keep this data
When we finish working together, I will delete this data, unless you and I decide to make other arrangements.
Who sees the data
Only myself.
4. Your GP name and contact details
How I keep this data
I keep this data in paper form in a locked filing cabinet along with your name and contact details.
Why I keep this data
In many cases I would never need to use this information. However, you and I may agree together on some reason that I might contact your GP, based on your best welfare, for example discussing diagnosis, treatment plan or safety procedures. If I were to become concerned for your safety I may decide to contact your GP or emergency services.
How long I keep this data
When we finish working together, I will delete this data.
Who sees the data
Only myself.
5. Relevant medical information
How I keep this data
I keep this data in paper form in a locked filing cabinet along with your name and contact details.
Why I keep this data
It may be relevant to share certain medical information when:
(a) Your mental health history, diagnoses etc may inform my treatment plan to make it more appropriate for you
(b) There is any risk that health conditions (e.g. seizures, diabetes, etc) may impact a session
(c) Your medications may affect our work
(d) You have any allergies that I should be aware of in order to keep you safe
How long I keep this data
When we finish working together, I will delete this data.
Who sees the data
Only myself.
6. Artworks
How I keep this data
(In-person clients) Your artworks are kept in a folder in my consulting room until the end of our work together. Your initials or identifying code are written on the back of each artwork, along with the date.
Why I keep this data
It is standard practice in Art Therapy for the artworks to be retained by the therapist whilst treatment is ongoing. However, you may choose to take them away with you at any agreed time. Sometimes an artwork is temporary (e.g. play-dough, sand-tray) and will be dismantled after a session. You may choose to photograph your artworks, and as such you are responsible for the security of the content. You are advised not to share images to cloud-based services, for reasons of confidentiality.
If we are working together online, you hold the artworks. You are advised that images held digitally may not be secure. Where you choose to email artworks to me, this should be done securely, e.g. using WeTransfer. I will not keep your images in a cloud-based service unless it has end-to-end encryption (e.g. Signal, ProtonMail).
How long I keep this data
When our work together ends, you may take your artworks away. If you choose not to take them, I will dispose of them securely (usually within six months).
Who sees the data
Myself and my professional executor.
7. Session notes
Notes may include dates and times of attendance, and brief notes on important themes from the session. I do not keep detailed session notes. I keep a ‘clear desk’ policy, which means that session notes and other information are not left unattended.
How I keep this data
I keep brief session notes in paper form in a locked filing cabinet. Your name or other identifying details are not kept with your session notes; only a code is used.
Why I keep this data
Brief notes may remind me of important points I want to be sure to remember to discuss in our next session, and/or in supervision.
How long I keep this data
After the work has been discussed in supervision, I may destroy any notes (or parts of notes) that my supervisor and I do not consider necessary to keep for longer. My current policy is to destroy session records seven years after our work finishes. If you would like me to retain them for a longer period, please discuss this with me.
Who sees the data
Only myself.
8. Payment information
How I keep this data
I make a note of payments you have made, on a password-protected financial spreadsheet for my business. I may also outline invoices and record payments in my paper diary, but under a code rather than your name.
Why I keep this data
As a small business owner, I am required by law to retain certain financial information, primarily for tax purposes.
How long I keep this data
I keep financial information for 7 years as advised by HMRC.
Who sees the data
Payment by cheque will be processed by my bank, but your account name will not be visible on my bank statements. Banking transactions may be viewed by employees of the bank, my accountant, my financial advisor, and tax officers (HMRC). When payment is made via BACS, your account name or reference (or the name of the person who is paying) may show up on my online or paper bank statements. You have the right to discuss alternative payment options with me.
9. Your emails and texts
How I keep this data
I may delete emails after I have noted the contents (for example, emails around scheduling). Any emails that I consider it necessary to keep are retained in my ProtonMail email account, which is encrypted.
I advise that you and I use an encrypted email system called ProtonMail. This ensures end-to-end encryption. ProtonMail is easy to install and use, and it has a free version.
If you would like to communicate via text, for example regarding rescheduling appointments, you will need to do this via an app called Signal. This can be downloaded to your mobile phone, it’s free and is straightforward to use.
Please note that normal emails and texts, and related applications such as WhatsApp and Messenger, are not recommended due to confidentiality and privacy issues.
Why I keep this data
I may keep emails if I consider it clinically necessary.
How long I keep this data
I will delete emails when our work ends, unless they form session notes (in which case, see above).
Who sees the data
Only myself.
10. Invoices
How I keep this data
In most cases, I do not create an invoice for clients who are paying weekly, but you may request that I invoice you if you wish. I create invoices on my laptop using Pages, and then export as pdf. Invoices are kept as password protected documents on my computer, and are sent via ProtonMail.
Why I keep this data
I use the invoice to create the next one (in the case of ongoing work) so that I can revise and update it with new information.
How long I keep this data
I keep the invoice for a short time whilst I monitor payments (usually this is one month). Once payment has been made, and any further invoice has been created, I delete the invoice.
Who sees the data
Only myself.
Please sign and date below if you consent to the therapy client data GDPR points above. A digital signature (or simply your printed name) is acceptable.
☐ I agree to Emma Cameron holding, controlling, processing and storing my data as stated. Signed (first and last name ) & date:
If you have any other questions regarding how your therapy client data GDPR is processed and handled, please do not hesitate to discuss with me.
This document regarding therapy client data GDPR is subject to regular review and will be updated as I see fit.
All rights reserved ©Emma Cameron 2018, 2020. The contents of this page may not be copied or reproduced for publication without permission of the author. If you have your own website, you may not copy and use this text without obtaining consent from Emma Cameron.
Emma Cameron, HCPC Art Therapist and UKCP Integrative Arts Psychotherapist in Essex, and online therapy UK.