Module 6: File Management

LEARNING OUTCOMES FOR FILE MANAGEMENT (ACTIVITY DN137)

Knowledge of how to use a file management system by:

• Understanding the requirements to keep a file for each of their clients
• Awareness of all documents that must be included in a client’s file including electronic communications
• Acknowledge that the file management system is important for keeping track of clients files
• Understanding that all client files must be stored in an orderly and secure manner to maintain client confidentiality and file retention
• Recognising the importance of keeping file notes
• Understand what actions need to be taken at the beginning and completion of the service, and also when a client terminates a service for any reason
• Acknowledge that applications must be made with specified accompanying documentation
• Identify when and how to respond to requests from the MARA

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