AGENCY: Southwest Behavioral Health Center (St. George, Utah)

SERIES: 11205
TITLE: Case management client files
DATES: 1990-
ARRANGEMENT: Alphabetical by client surname

DESCRIPTION: These case files document clients' progress and involvement with case management. Case management assists clients in solving life's problems (e.g., paying bills, transportation needs). They are maintained in addition to all other client files which may be generated by other programs within the Center. The files include copies of records from various outpatient client files including service plans, ninety day treatment review plans, referral forms, progress notes, correspondence, and case management notes detailing assistance provided.

RETENTION

Retain for 5 year(s) after case is closed

DISPOSITION

Destroy.

RETENTION AND DISPOSITION AUTHORIZATION

Retention and disposition for this series were specifically approved by the State Records Committee.

APPROVED: 03/1994

FORMAT MANAGEMENT

Paper: Retain in Office for 5 years after case closed and then destroy.

APPRAISAL

Legal

This disposition is based on the Medicare legal requirements specified in the Utah Administrative Code, R414-28 (1983). "As a condition of participation in the Medicaid program ._._._to maintain for a minimum of five years all records necessary to document and disclose fully the extent of all services to Medicaid recipients."

PRIMARY DESIGNATION

Controlled

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