<?xml version='1.0' encoding='utf-8'?>
<regulation prefix="Regulation" num=".03" citation="COMAR 10.42.03.03" title_num="10" subtitle_num="42" chapter_num="03" heading="Responsibilities to Clients.">
  <paragraph num="A.">
    <text>The licensee shall:</text>
    <paragraph num="(1)">
      <text>Apprise the client of the risks, opportunities, and obligations associated with services available to the client;</text>
    </paragraph>
    <paragraph num="(2)">
      <text>Make the fee for service clear, maintain accurate financial records, stipulate payment schedules, and confirm arrangements for financial reimbursement with the client;</text>
    </paragraph>
    <paragraph num="(3)">
      <text>Notify the client promptly and seek the transfer, referral, or continuation of service in relation to the client's need or preference if the licensee anticipates the termination or interruption of service;</text>
    </paragraph>
    <paragraph num="(4)">
      <text>Prepare and disseminate to an identified colleague or record custodian a written plan for the transfer of clients and files in the event of the licensee's incapacitation, death, or termination of service; and</text>
    </paragraph>
    <paragraph num="(5)">
      <text>Maintain documentation in the client's record which:</text>
      <paragraph num="(a)">
        <text>Is legible;</text>
      </paragraph>
      <paragraph num="(b)">
        <text>Accurately reflects the services provided, including treatment plans, treatment goals, and contact notes;</text>
      </paragraph>
      <paragraph num="(c)">
        <text>Indicates the time and date the services were provided;</text>
      </paragraph>
      <paragraph num="(d)">
        <text>Protects the client's privacy by including only information directly relevant to the delivery of services;</text>
      </paragraph>
      <paragraph num="(e)">
        <text>Is sufficient and timely to facilitate the delivery and continuity of future services;</text>
      </paragraph>
      <paragraph num="(f)">
        <text>Is reasonably accessible for the period required in Health General Article, §4-403, Annotated Code of Maryland, after termination of services; and</text>
      </paragraph>
      <paragraph num="(g)">
        <text>Ensures that no confidential information is disseminated and identities are protected when using technology to communicate or access client information.</text>
      </paragraph>
    </paragraph>
  </paragraph>
  <paragraph num="B.">
    <text>The licensee may not:</text>
    <paragraph num="(1)">
      <text>Participate or condone dishonesty, fraud, deceit, or misrepresentation;</text>
    </paragraph>
    <paragraph num="(2)">
      <text>Misrepresent professional qualifications, education, experience, or affiliation;</text>
    </paragraph>
    <paragraph num="(3)">
      <text>Exploit a relationship with a client for personal advantage or satisfaction;</text>
    </paragraph>
    <paragraph num="(4)">
      <text>Engage in solicitation which amounts to fraud, intimidation, or undue influence;</text>
    </paragraph>
    <paragraph num="(5)">
      <text>Practice, condone, facilitate, or collaborate with discrimination on the basis of race, gender, sexual orientation, age, religion, national origin, socioeconomic status, disability, or any other basis proscribed by law;</text>
    </paragraph>
    <paragraph num="(6)">
      <text>Engage or participate in an action that violates or diminishes the civil or legal rights of a client;</text>
    </paragraph>
    <paragraph num="(7)">
      <text>Share with another individual a confidence revealed by a client without a client's consent, except if there is danger to self or to another individual, or for a compelling professional reason; or</text>
    </paragraph>
    <paragraph num="(8)">
      <text>Share a fee or accept or give something of value for receiving or making a referral.</text>
    </paragraph>
  </paragraph>
</regulation>