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The following requirements for recording and retaining client records are specified in Oregon Administrative Rules (OAR) 331-640-0060. The term “client” as used in rule means the individual who is a consumer, purchaser, potential purchaser or hearing aid wearer.
Licensees must record, update and maintain documentation for each client relevant to health history, clinical examinations and treatment, and financial data. Documentation shall be written or computerized.
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Client name
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Client address
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Client telephone number
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Client dates of service
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Record of the technical specifications of hearing aid(s) issued by a manufacturer
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Client health history relevant to hearing evaluation or fitting of aids
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Client referral from physician (if any)
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Identification of any conditions that would require referral to a physician licensed
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“Waiver of Medical Opinion Form” (if any)
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Client clinical examinations
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Client treatment plan
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Client financial data
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Client audiograms
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Client test results
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Client verification tests
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Copy of the “Statement to Prospective Purchaser”
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Client signature and date
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Copy of the “Right to Rescind” a Hearing Aid Purchase
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Date and description of services rendered in the form of “chart notes,” including any complications
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Recorder initials
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Licensee license number
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Licensee professional title if multiple practitioners provide service to the client
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