Records Management in Equine Therapy: Improving Student Records Maintenance and Compliance within the G-Suite

Healing with Horses Ranch is a non-profit center that offers equine-facilitated psychotherapy and therapeutic riding lessons to hundreds of clients each year. All students must have up-to-date records regarding their medical and financial status, as well as their progress within lessons. Students who receive financial assistance from external agencies have further record-compliance requirements placed upon them. My project provides a records management structure within HHR's existing G-Suite, through document templates and file management protocols, that allows for consistent and streamlined data entry, migration, linking, and auto-population. This proposed records management system facilitates administrative maintenance of and access to student data while making it easier for instructors to populate the student records.