{"ref":"TX-RM-02","title":"Client List and Service Records","category":"Records","summary":"Keeps a current list of every client for each licensed category of service, with the details the rule requires and every service delivered directly or under contract, and a dated record of each service given, so the office and an HHSC surveyor can see who is served, by whom, and when.","inShort":["Fill in the visit record before you leave: your times in and out and each task you did.","If the client’s program uses EVV, clock in and out in the EVV system at every visit.","Write down any task you did not do and why. Get paper visit records to the office within seven days.","Fix a mistake with one line through it, plus the date and your initials. Never use correction fluid.","Tell the office the same day if a client goes into the hospital, moves, or wants services to stop or change."],"primaryCitation":"26 TAC §558.293","citations":["26 TAC §558.293","26 TAC §558.301","26 TAC §558.404","26 TAC §558.243","26 TAC §558.288","26 TAC §558.289","26 TAC §558.507","26 TAC §558.2","1 TAC §354.4005","1 TAC §354.4011","1 TAC §354.4019"],"federalCitations":["42 U.S.C. §1396b(l)"],"surveyorAsks":["Show me your current client list for personal assistance services.","Which clients on this list receive a service under contract, and which disciplines serve each client?"],"forms":[],"headings":["Terms of Reference","1. Purpose","2. Scope","3. Definitions","4. Policy Statement (26 TAC §558.293)","5. Content of the Client List","6. Service Records","7. Procedure","8. Access for HHSC","9. Responsibilities","9.1 Staff Training","10. Records and Compliance Monitoring","11. References","12. Related Policies and Forms","13. Approval","14. Revision History"],"version":"1.0","sample":false,"pack":"tx-pas","state":"Texas","service":"Home care","guides":[{"path":"/guides/home-care-agency-policies/","h1":"What policies does a home care agency need?"}],"agency":{"name":"Sample Home Care Agency","legalName":"Sample Home Care Agency, LLC","logo":null}}