S.D. Admin. R. 67:62:08:12

Current through Register Vol. 51, page 57, November 12, 2024

Section 67:62:08:12 - Progress notes

Progress notes must be included in the client's file and must substantiate all services provided. Progress notes must document counseling sessions with the client, summarize significant events occurring, and reflect goals and problems relevant during the session, and any progress in achieving those goals and addressing the problems. Progress notes must also include attention to any co-occurring disorder as they relate to the client's mental disorder.

A progress note must be included in the file for each billable service provided. Progress notes must include the following for the services to be billed:

(1) Information identifying the client receiving services, including the client's name and unique identification number;

(2) The date, location, time met, units of service of the counseling session, and the duration of the session;

(3) The service activity code or title describing the service code, or both;

(4) A brief assessment of the client's functioning;

(5) A description of what occurred during the session, including the specific action taken or plan developed to address unresolved issues to achieve identified treatment goals or objectives;

(6) A brief description of what the client and the provider plan to work on during the next session and work that may occur between sessions, if applicable; and

(7) The signature and credentials of the staff providing the service.

S.D. Admin. R. 67:62:08:12

43 SDR 80, effective 12/5/2016; 50 SDR 063, effective 11/27/2023

General Authority: SDCL 27A-5-1.

Law Implemented: SDCL 27A-3-1, 27A-5-1(2)(3)(5).