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HSI Records Management and Information Handling

Holistic Solutions, Inc., will hold all information obtained from clients in encrypted files. Documents related to any case work will be held only so long as cases are active – when cases are closed, all client documentation will be deleted from the HSI servers, with the exception of process agreements, which will be held as permanent records.

Training materials, PowerPoint files, and other instructional material developed as part of client training or education may be held as permanent records and adapted for use in work with other clients.

HSI will strive to meet the requirements of relevant privacy and security laws and regulations related to client location.


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