Section 259.313 - CMA: Documentation of Services Delivered and Recordkeeping(a) A CMA must ensure that when a case manager provides case management, the case manager: (1) documents: (B) a description of the case management activity performed;(C) the progress or lack of progress in achieving goals or outcomes in the individual's IPP in observable, measurable terms that directly relate to the specific goal or outcomes addressed;(D) the person with whom the contact occurred; and(E) the signature and title of the case manager who provided the contact; and(2) completes an HHSC Documentation of Services Delivered form to document the provision of case management that is supported by the documentation required in paragraph (1) of this subsection. (b) A CMA must ensure that, after a case manager makes the last entry on an HHSC Documentation of Services Delivered form, a staff person other than the case manager who completed the form signs and dates the form as a timekeeper as verification of the accuracy of the information on the form.(c) A CMA must maintain a separate record for each individual receiving case management from the CMA. An individual's record must include: (1) the individual's current IPC and any other IPC authorized for the current IPC period;(2) the individual's current IPP and any other IPP developed for the current IPC period;(3) the individual's current HHSC IPP Addendum and any other HHSC IPP Addendum developed for the current IPC period; (4) the individual's current ID/RC Assessment;(5) the individual's current HHSC CLASS/DBMD Nursing Assessment form;(6) the individual's HHSC Waiver Program Verification of Freedom of Choice form completed at enrollment documenting the individual's or LAR's choice of the CLASS Program over the ICF/IID Program; (7) the individual's current HHSC Selection Determination form documenting the individual's or LAR's choice of a CMA and DSA;(8) the documentation required by subsection (a)(1) of this section;(9) the completed HHSC Documentation of Services Delivered forms signed and dated by a timekeeper as required by subsection (b) of this section; and(10) any other relevant documentation concerning the individual.26 Tex. Admin. Code § 259.313
Adopted by Texas Register, Volume 48, Number 04, January 27, 2023, TexReg 0388, eff. 1/30/2023