You got a release for records from your client’s attorney. Now, what should you do?
It is worth a phone call to the client to make sure that they understand if you release their records then all of their information is going to be available. You do have the option to prepare a high-level summary of your care and treatment (date treatment started, how often, general topics of discussion during sessions) and include your intake form if you want, but be prepared for the attorney to come back and say that is not enough information and they want the entire client file. If your client agrees, then release the records.
