A clear, well-organized record-keeping system is essential for psychologists who provide treatment, psychotherapy, assessment and consultation services. But setting up such systems can be challenging. For one, psychologists need to strike the fine balance between the need to maintain client privacy and confidentiality and the need to communicate with insurers, other treating professionals and larger health systems. Psychologists' records must also adhere to state and federal laws. In addition, psychologists must plan for retirement and the eventual disposal of their records.