Pennsylvania Code & Bulletin
COMMONWEALTH OF PENNSYLVANIA

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The Pennsylvania Code website reflects the Pennsylvania Code changes effective through 53 Pa.B. 8238 (December 30, 2023).

55 Pa. Code § 5221.41. Recordkeeping.

RECORD AND PAYMENT REQUIREMENTS


§ 5221.41. Recordkeeping.

 (a)  Intensive case management records shall be identified and maintained apart from other service records using forms required by the Department.

 (b)  Records shall be maintained for a minimum of 4 years.

 (c)  Written procedures and records shall be kept in accordance with Chapters 1101 and 4300 (relating to general provisions; and county mental health and mental retardation fiscal manual).

 (d)  Changes in a consumer’s progress, including admission and termination, shall be documented detailing cause and projected effect in the case record. For example, a meeting with a teacher shall indicate why the meeting was arranged and what the case manager hopes to accomplish in serving the consumer.

Cross References

   This section cited in 55 Pa. Code §  5221.33 (relating to intensive case management records—statement of policy).



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