Or. Admin. R. 166-150-0060 – County Health — Mental Health Records

(1) Mental Health Reports: Series documents internal reviews conducted by mental health services providers to document their activities. Records may include reports concerning quality assurance reviews and random reviews of cases to ensure compliance with federal regulations or staffing reviews of serious incidents, such as the death of a client. Minimum retention: 5 years after last service or until 21st birthday, whichever is longer.
(2) Mental Health Service Records: Series documents the diagnosis and treatment services provided to children, adults, or families with emotional challenges or mental illness. Services provided may include outpatient treatment and residential services, crisis services, and coordination of regional and local inpatient services including commitment and discharge. Records may include records such as a history of previous service; referrals; testing and evaluation reports; treatment plans; progress notes; enrollment, fee, and billing records; legal records; permission to treat; medical assessment including laboratory and other tests, emergency room services, and medication and prescription records; school reports; and related documentation Minimum retention: 10 years after last service or until 21st birthday, whichever is longer.

ORS 192.005–192.170 & ORS 357.805–357.895