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Senator McNerney's SB 813 Proposed to Extend Client Record Maintenance to Ten Years

March 08, 2025 | California Board of Occupational Therapy, Other State Agencies, Executive, California


This article was created by AI summarizing key points discussed. AI makes mistakes, so for full details and context, please refer to the video of the full meeting. Please report any errors so we can fix them. Report an error »

Senator McNerney's SB 813 Proposed to Extend Client Record Maintenance to Ten Years
During a recent meeting of the California Board of Occupational Therapy, significant discussions centered around Senate Bill 813, which proposes extending the required maintenance period for client records from seven to ten years. This bill, introduced by Senator McNerney, aims to enhance the duration for which occupational therapy records must be kept, particularly for minors, who would have their records maintained until a year after they turn 18.

Board members expressed curiosity about the bill's origins and its specific focus on occupational therapy, questioning why other healthcare professions, such as physical and speech therapy, were not included. The board acknowledged that the bill is currently a "spot bill," meaning its language is expected to be amended significantly before it is finalized.

A representative from the occupational therapy community shared insights from a member who raised concerns about the bill's implications and its targeting of occupational therapy. The board's lobbyists have been in contact with Senator McNerney's office to seek clarity on the bill's intent. Recent communications indicated that the bill would likely be amended to address issues unrelated to healthcare providers altogether.

As the board continues to monitor the situation, they emphasized the importance of staying informed about potential changes to the legislation, especially given the upcoming deadline for amendments. This development highlights the ongoing dialogue within the occupational therapy community regarding regulatory changes and their impact on practice standards. The board's commitment to transparency and community engagement remains a priority as they navigate these legislative challenges.

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