- (a) There must be a minimum of three (3) contacts annually, one (1) of which will include the annual review.
- (b) The case note should reflect the nature of the contact, i.e., direct face-to-face contact, email conversation, phone conversation, or correspondence.
- (c) If contact with the client is not possible, the counselor should send the client a letter to document the counselor’s attempts to contact the client prior to initiating closure of the case due to loss of contact.
- (d) Counselors must document counseling after services have been initiated at least once a year.
- (e) To ensure reflection of substantiality of services, case notes must be updated and supplemented throughout the plan year.