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What should professionals keep in case of an audit?

Only their license

Proof of completed CE activities

Professionals, particularly those in fields like psychology, are required to maintain records that demonstrate compliance with continuing education (CE) requirements as part of their licensure. Keeping proof of completed CE activities is critical during an audit because it provides evidence that a professional has engaged in ongoing education, which is often mandated to ensure that practitioners stay current with best practices and evolving knowledge in their field.

By retaining documentation of completed CE activities - such as certificates of completion, transcripts, or other records - professionals can readily verify their adherence to regulatory requirements established by licensing boards. This documentation supports their eligibility to practice and demonstrates commitment to professional development.

While maintaining a license, financial documents, and job descriptions may be important for other aspects of professional practice, they do not directly address the ongoing education requirements that licensing boards typically scrutinize in audits.

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