The College of Optometrists

Purpose of keeping records

You must keep patient records to:
  1. retain clinical information, including the patient’s history
  2. facilitate the clinical management of the patient and continuity of care
  3. enable another practitioner to take over the care of the patient, and
  4. protect yourself in case of complaints or for reference in a legal situation.
Patient records can provide a reliable statistical basis for research. See section on Research and audit.

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