Documentation must be completed as required in Section 56-209(h), Idaho Code;
Documentation must include all of the following:
The name and case number of the eligible client;
The name of the provider agency and the person providing the direct case management services;
The date, time (beginning and ending) and place the service was provided;
A copy of the current assessment or prior authorization from the Department that documents eligibility for Case Management services, and a dated and signed service plan.
Agency records must contain documentation describing details of the service provided signed by the person who delivered the service.
Review of client's continued need for Case Management and progress toward each comprehensive service plan goal. A review must be completed at least every ninety (90) days after the plan development or each update.
Documentation of the client's, family's, or guardian's satisfaction with service.
A copy of the informed consent form signed by the client or guardian which documents that the client has been informed of his rights, including the rights to refuse Case Management and to choose his providers.
A service plan that is signed by the client or his legal representative, the case manager, and the case management supervisor. The care manager must also document that a copy of the plan was given to the client or his legal representative. The plan must be updated and authorized when required, but at least every ninety (90) days.