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24.219.422    GENERAL SUPERVISION AND RECORDKEEPING REQUIREMENTS – LCSW, LMSW, LBSW, LCPC, LMFT, LAC, AND CANDIDATES AND CBHPSS

(1) A supervisor must meet the requirements of ARM 24.219.421.

(2) Candidates must maintain the following records for a minimum of seven years from the date of licensure as an LCSW, LMSW, LBSW, LCPC, LMFT, or LAC or seven years from the expiration of their candidate license if they do not obtain a Montana LCSW, LMSW, LBSW, LCPC, LMFT, or LAC license:

(a) names and license numbers of candidate and supervisor;

(b) date and length of supervision sessions in increments not less than 15 minutes with a description of the supervised work experience as required under ARM 24.219.504, 24.219.604, 24.219.704, or 24.219.5008;

(c) content summary of the supervision session (excluding confidential information);

(d) content demonstrating the candidate's developing competence under ARM 24.219.504, 24.219.604, 24.219.704, or 24.219.5008; and

(e) supervisor attestation within the record that the records are accurate.

(3) CBHPSS must maintain the following records seven years from the date a supervisor ceased to supervise the CBHPSS:

(a) names and license numbers of candidate and supervisor;

(b) date and length of supervision sessions in increments of not less than 15 minutes with a description of supervision;

(c) content summary of the supervision session (excluding confidential information); and

(d) supervisor attestation within the record that the records are accurate.

(4) Candidates, CBHPSS, and supervisors must comply with applicable client privacy laws.

(5) Supervisors of candidates and CBHPSS must:

(a) review and sign all reports and/or assessment interpretations and results sent to other public or private agencies that affect the current status of a client;

(b) preapprove on a continual and ongoing basis all therapeutic interventions or supportive interventions and the assessment results and interpretations used in the planning and/or implementation of those therapeutic interventions; and

(c) maintain records showing licensees have met the supervision requirements in this rule and ARM 24.219.423 for a minimum of seven years after the date the supervisor ceased to supervise the candidate or CBHPSS.

(6) The supervisor may be subject to disciplinary action for failure to adequately supervise the candidate or CBHPSS under this board's statutes and rules.

(7) The board may request records from candidates and CBHPSS at any time.

(8) The board may annually randomly audit a board-determined percentage of candidates and CBHPSS who have renewed their licenses to evaluate:

(a) whether records are being maintained in compliance with this rule; and

(b) that the supervision requirements of this rule and ARM 24.219.423, and ARM 24.219.504, 24.219.604, 24.219.704, or 24.219.5008 are being met.

 

History: 37-1-131, 37-22-201, 37-35-103, 37-35-202, MCA; IMP, 37-1-131, 37-22-301, 37-22-307, 37-22-308, 37-23-202, 37-35-103, 37-35-202, 37-37-201, 37-38-202, MCA; NEW, 2019 MAR p. 2371, Eff. 12/28/19; AMD, 2020 MAR p. 1517, Eff. 8/8/20.

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