Pennsylvania Code & Bulletin

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The Pennsylvania Code website reflects the Pennsylvania Code changes effective through 51 Pa.B. 1118 (February 27, 2021).

55 Pa. Code § 6100.227. Progress notes.

§ 6100.227. Progress notes.

 (a)  The provider, in cooperation with the support coordinator, base-funding support coordinator or targeted support manager, and the individual, shall review the documentation of service delivery in §  6100.226 (relating to documentation of claims) and document the progress made to achieve the desired outcome of the service provided, at least every 3 months, beginning with the date of the initial claim relating to service for the individual.

 (b)  The documentation of progress in subsection (a) shall be verified through the observation of service delivery and discussion with the individual or the person designated by the individual, as appropriate.

 (c)  The documentation of progress in subsection (a) shall include the following:

   (1)  If the service was provided in accordance with the individual plan.

   (2)  If the service met the needs and preferences of the individual.

   (3)  How progress will be addressed, if there was a lack of progress on a desired outcome.

   (4)  Impact on the individual’s health, safety, well-being, preferences and routine.

 (d)  Documentation of progress notes shall be kept.

Cross References

   This section cited in 55 Pa. Code §  6100.801 (relating to agency with choice); 55 Pa. Code §  6100.802 (relating to support coordination, targeted support management and base-funding support coordination); 55 Pa. Code §  6100.804 (relating to base-funding); and 55 Pa. Code §  6100.805 (relating to vendor goods and services).

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