Current through Register Vol. XLI, No. 36, September 6, 2024
Section 64-99-8 - Conservatorship Records and Reporting8.1. The corporation shall maintain a conservatorship record for each protected person for whom it has responsibility for full or limited conservatorship of the person. The conservatorship record shall document all information and activities pertinent to the conservatorship and as required by law and this rule.8.2. The conservatorship record shall contain at a minimum the following information concerning the protected person: 8.2.a. A summary of all orders and directions of the circuit court concerning the protected person and the conservatorship;8.2.b. A record of services provided by the corporation staff;8.2.c. A summary report of any services provided under contract;8.2.d. Evaluations of services provided to the protected person;8.2.e. Copies of any reports provided to the circuit court;8.2.f. A record of any other activities undertaken on behalf of the protected person; and8.2.g. An annual summary report regarding the estate of the protected person reflecting all financial transactions that have affected the estate, and an evaluation and description of the assets of the estate.8.4. The corporation shall maintain on file a current summary list of the names and addresses of all protected persons for whom it is acting as conservator.8.5. With any renewal application the corporation shall provide the Secretary a statistical summary report to include the number of protected persons, the type of conservatorships, the ages of protected persons, the number of visits, emergency contacts, services provided and any other information reasonably required by the Secretary in a format designated by the Secretary.