10A NCAC 06C .0204       DOCUMENTATION

(a)  Each agency providing Information and Assistance shall maintain a daily log or tracking system indicating contacts made during the course of the day.

(b)  For those persons who receive Information, as defined in 10A NCAC 06C .0101, the log shall include the date, nature of the concern and action taken.

(c)  For those persons who receive Assistance, as defined in 10A NCAC 06C .0101, a client record or file shall be maintained by the agency and shall include: client identification information; identification of client needs; a client plan showing anticipated outcomes and methods to be used and action taken or agencies to whom the client was referred and dates; necessary coordination of services; and follow-up contacts made to or on behalf of the client and the dates.

(d)  The provider agency shall have written procedures in place to keep client information confidential.


History Note:        Authority G.S. 143B-181.1(a)(11); 143B-181.1(c);

Eff. November 1, 1991;

Amended Eff. July 18, 2002;

Pursuant to G.S. 150B-21.3A, rule is necessary without substantive public interest Eff. September 6, 2016.