Clients and third parties rely on the integrity of members’ statements and the appropriateness of the information and documentation they provide. The credibility or honesty of a member may be questioned if s/he is found to have signed a document or record containing incorrect or false information.
Members must provide clients with accurate records and other documents, including invoices, bills and receipts. It is not appropriate, for example, to issue a bill listing an earlier date for a service, in order to enable the client to make an insurance claim. It is also inappropriate to issue an invoice for services that were not provided, other than for an established fee for a cancelled appointment.
The Standard: Issuing Accurate Documents
Members ensure that documents they sign or transmit in a professional capacity contain accurate and complete information. This includes (but is not limited to) letters and/or reports sent to employers, lawyers and third-party payors.
Demonstrating the Standard
A member demonstrates compliance with the standard by, for example:
- exercising care to ensure the accuracy of information presented in documents prepared for their signature and transmittal. This includes documents they themselves prepare, and those prepared by others;
- considering how the reader will interpret the information upon receipt and using clear language that cannot be misconstrued;
- not signing or sending documents containing misleading or false information;
- issuing invoices, bills and receipts that are accurate. This includes listing the correct fee, date and time of services provided.
Professional Misconduct Regulation, provisions 17, 26, 27
Note: College publications containing practice standards, guidelines or directives should be considered by all members in the care of their clients and in the practice of the profession. College publications are developed in consultation with the profession and describe current professional expectations. It is important to note that these College publications may be used by the College or other bodies in determining whether appropriate standards of practice and professional responsibilities have been maintained.