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Patient List and Service Records

Requires a current list of patients for each licensed category of service, showing each patient’s name, record number, start-of-care date, certification period, diagnoses, and the disciplines serving them, including contracted services, and explains how the list is kept current, protected, used in an emergency, and produced to surveyors.

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About this policy
Policy number
TX-HH-REC-02
Version
1.0
Main rule
26 TAC §558.293
Library
Texas home health · 56 policies
Category
Records
Sections
15

In short

  • The office keeps a current list of every patient we serve, with their services and disciplines.
  • Tell the office the same day a patient starts, stops, or changes a service or discipline.
  • Each patient has an emergency triage level on the list. Know the level of your patients.
  • The list is confidential. Never email it or leave a printed copy where others can see it.

What's inside

15 sections. The full text comes with the One-time Policy Pack.

Full text with a package
  • Terms of Reference
  • 1. Purpose
  • 2. Scope
  • 3. Definitions
  • 4. Policy Statement (26 TAC §558.293)
  • 5. Keeping the List Current
  • 6. Service Records
  • 7. Use in an Emergency and at Survey
  • 8. Responsibilities
  • 9. Records and Compliance Monitoring
  • 10. Staff Training
  • 11. References
  • 12. Related Policies and Forms
  • 13. Approval
  • 14. Revision History

An inspector may ask

  • Give me your current patient list for home health. Does it include patients served under contract?
  • Which disciplines are seeing this patient, and when did care start?

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