(a) Social workers should take reasonable steps to ensure that documentation in records is accurate and reflects the services provided.
(b) Social workers should include sufficient and timely documentation in records to facilitate the delivery of services and to ensure continuity of services provided to clients in the future.
(c) Social workers' documentation should protect clients' privacy to the extent that is possible and appropriate and should include only information that is directly relevant to the delivery of services.
(d) Social workers should store records following the termination of service to ensure reasonable future access. Records should be maintained for the number of years required by state statutes or relevant contracts.
If you're abiding by HIPAA, you're more-or-less abiding by the Code of Ethics when it comes to client records. Maintain good records, protect confidentiality, hang onto records after termination. Pretty straight forward. Answering social work licensing exam questions that cover this area shouldn't be too much of a problem. Just remember, how record keeping has been handled at places that you've worked doesn't necessarily reflect best practices. Lackluster record-keeping and a "sort-of" approach to confidentiality are not wildly uncommon out there. When answering records questions and any other ethics-based questions, let the code be your guide. Good luck!