When a client folder goes missing: first hours that matter
A misplaced file is stressful, not automatically catastrophic. These first steps help practices in Mossel Bay contain risk and decide what must be reported.
Guides
Field notes on data protection for client records — checklists, retention choices, front-desk scripts, and first responses when a folder disappears.
Briefing reception on identity checks before opening a file
Most unauthorised glimpses of client records start with a hurried hand-over at the front desk. A calm identity check script protects both staff and clients.
Retention versus storage: how long client files should stay
Keeping every box “just in case” is not a retention policy. We walk through how Eden-region practices decide timelines without losing needed history.
A practical checklist for everyday client-record handling
Reception desks, shared printers, and overnight bags are where client files most often wander. Here is a short checklist Mossel Bay practices can run each week.