Utah Admin. Code 510-400-10

Current through Bulletin 2024-19, October 1, 2024
Section R510-400-10 - Record Keeping
(1) Each individual receiving HCBA services shall have a client file that includes the individual's eligibility determination, assessment of the individual's needs, care plan, quarterly reviews, progress notes, and any relevant legal documents.
(2) Records generated by the Alternatives Program shall be retained and released in accordance Title 63G, Chapter 2, Government Records Management Act (GRAMA).
(a) Except as provided in Subsection R510-400-10(2)(c), records generated by the Alternatives Program shall be classified as private as defined in Section 63G-2-302.
(b) Records that contain medical, psychiatric, or psychological content shall be classified as controlled as defined in Section 63G-2-304.
(3) Each individual's client file shall be secured in a locked file by the local area agency or service provider.
(4) Records generated by the Alternatives Program shall be kept for five years following termination of services or until any audits initiated within five years following termination of services have been completed, whichever is later.

Utah Admin. Code R510-400-10

Amended by Utah State Bulletin Number 2015-14, effective 6/30/2015
Adopted by Utah State Bulletin Number 2022-09, effective 4/12/2022