General service record handling note

This addendum captures the profession-specific assumptions that should not be hidden inside a generic privacy notice.

Data likely to need explicit attention

client details, appointment notes, access information, documents, images, invoices, payments, and messages.

Consent or acknowledgement areas

client records, appointment notes, files, photos, optional marketing, and service messages kept separate.

Records to include in retention review

client details, appointment notes, documents, consent records, complaints, incidents, invoices, and marketing consent.

Second addendum to consider

Photo and attachment consent addendum.