Client List and Service Records
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.
About this policy
- Policy number
- TX-RM-02
- Version
- 1.0
- Main rule
- 26 TAC §558.293
- Library
- Texas home care · 46 policies
- Category
- Records
- Sections
- 16
In short
- 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.
What's inside
16 sections. The full text comes with the One-time Policy Pack.
- 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
An inspector may ask
- 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?
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