Ill. Admin. Code tit. 89 § 230.640

Current through Register Vol. 48, No. 38, September 20, 2024

Section 230.640 - Records and Documentation

a) A Case Coordination Unit (CCU) shall maintain individual client records in a central file. The case file for each client shall minimally include the following information:

1) Intake Form(s);

2) Comprehensive Needs Assessment;

3) Case Plan;

4) Record of referral(s) and request(s);

5) Correspondence related to the case;

6) Formal case notes, which include documentation of the follow-up and/or case closure;

b) Case files shall be maintained in a manner that shall strictly maintain confidentiality of all information (refer to 89 Ill. Adm. Code 220.100 and subsection 230.610(d) ) .

c) Upon change in CCU designation (specified in 89 Ill. Adm. Code 220), the CCU which has been de-designated shall transfer all specified records as prescribed by the Area Agency on Aging to the newly designated CCU.

Ill. Admin. Code tit. 89, § 230.640

Added at 15 Ill. Reg. 18642, effective December 13, 1991