CLIENT CASE RECORDS Clause Samples
CLIENT CASE RECORDS. 6.1 CONTRACTOR shall maintain all SSA CLIENT records in a single Orange County location.
6.2 CONTRACTOR shall maintain CLIENT records that include, but not be limited to:
6.2.1 Referral from ADMINISTRATOR and any referral documentation provided by COUNTY.
6.2.2 Name, address, and phone number of CLIENT(S) and VISITOR(S).
6.2.3 Birth date, age, and gender of CLIENT.
CLIENT CASE RECORDS. CONTRACTOR shall prepare and maintain case records on each CLIENT served, and dates and type of services provided under the terms of this Agreement, in a format acceptable to ADMINISTRATOR. All records shall be maintained in English, and English translation of all correspondence and forms shall be maintained in the case file for audits and UR. CONTRACTOR shall file records in chronological order by open and closed cases, and label with case names and case numbers. CONTRACTOR shall prepare a separate case file for each referral received. Records and documentation prepared by CONTRACTOR shall be typewritten or written legibly, and shall include, but not be limited to:
10.1 CLIENT's name, address, phone number, and employment information;
10.2 Names, birth dates, and sex of all family members;
10.3 Referral Form and any referral documentation provided by ADMINISTRATOR;
10.4 Social and family history;
10.5 Mental health status exam and substance abuse and domestic violence evaluations;
10.6 ATP;
10.7 Orientation packet;
10.8 Protective Factors Pre-Test and Post-Test Surveys;
10.9 Revised ATP, if applicable;
10.10 TR;
10.11 Case Notes;
10.12 Copy(ies) of NS letter(s);
10.13 Copy(ies) of Special Incident Report(s);
10.14 Case staffing;
10.15 Follow-up documentation for referrals to community resources; and
10.16 Fee assessment/financial information forms.
CLIENT CASE RECORDS. CONTRACTOR shall prepare and maintain case records on each CLIENT served, and dates and type of services provided under the terms of this Agreement, in a format acceptable to ADMINISTRATOR. All records shall be maintained in English, and English translation of all correspondence and forms shall be maintained in the case file for audits, PQAR, and UR. CONTRACTOR shall file records in chronological order by open and closed cases, and label with case names and case numbers. CONTRACTOR shall prepare a separate case file for each referral received. Records and documentation prepared by CONTRACTOR shall be type- written or written legibly, and shall include, but not be limited to:
10.1 CLIENT's name, address, phone number, and employment information;
10.2 Names, birth dates, and sex of all family members;
10.3 Names of other persons in the home and their relationship to the CLIENT;
10.4 Referral Form and any referral documentation provided by ADMINISTRATOR;
10.5 Social and family history;
10.6 Mental health status exam and substance abuse and domestic violence evaluations;
10.7 ATP;
10.8 Orientation packet;