Text Size:   A+ A- A   •   Text Only
Site Image

Qualified Person & Professional Wills
Qualified Person

OAR 858-010-0060 mandates that all licensees- including retirees and those who became inactive within the past 7 years- must notify the Board of a "qualified person" who will intercede for client welfare, maintain and access client records to ensure confidentiality, and make necessary referrals in the case of death or incapacity of the licensee. The qualified person must be an active or semi-active Oregon licensed psychologist.

Qualified Person Designation Form 

Note: Some computer settings will block this fillable form.  If this happens, please contact your IT provider, or try our non-fillable form.

Licensees are required by law to keep the Board updated with the name of their qualified person.  If you do not own any client records (i.e. your place of work owns them), you may simply put on your form the name of the organization along with the name and contact information for the organization's records custodian so that we can refer clients if ever necessary.  No signature or license number is required on the form in this case. 

Please update the Board with any change in your qualified person simply by sending in a new completed form.
Professional Wills
Oregon law also requires that psychologists and psychologist associates make necessary arrangements for maintenance of and access to client records to ensure confidentiality in case of death or incapacity of the licensee. Once a qualified person has been identified to the Board, the next step is to make arrangements to provide all the necessary information to your qualified person.
The following resources are provided to help with this process:
* These articles are provided with permission from the OPA Professional Affairs Committee.