Admin. R. Mont. 37.106.1454
Client Record Content Requirements
Effective Sep 24, 2022Authorizing statute(s): 50-5-103, 53-24-208, MCA; Implementing statute(s): 50-5-101, 50-5-103, 53-24-208, 53-24-209, 76-2-411, MCAState of Montana
(1) The substance use disorder residential facility (SUDF) must develop and implement procedures to ensure each client record is available on-site and includes:
- (a) demographic information;
- (b) a substance related disorder diagnosis and supporting documentation for diagnosis;
- (c) biopsychosocial assessment including diagnosis showing the rationale for admission;
- (d) signed documentation the client was informed of federal confidentiality requirements and received a copy of the client notice as required in ARM 37.106.1416;
- (e) signed documentation the client received orientation to the SUDF's treatment services, infectious disease information, and disaster plan described in ARM 37.106.322;
- (f) a voluntary consent to treatment signed and dated by the client or legal guardian;
- (g) individualized treatment plan and treatment plan reviews;
- (h) progress notes;
- (i) clinical notes;
- (j) continuing care plan;
- (k) medication records, if applicable;
- (l) laboratory reports, if applicable;
- (m) authorizations for release of information, as needed;
- (n) copies of all correspondence related to the client, including any court orders and reports of noncompliance; and
- (o) documentation pertaining to client receipt of grievance policies and procedures.
- (p) documentation of any client-filed written grievances and resolution;
- (q) documentation the client received a copy of the client rights policy and the client's signature indicating he/she received the policy; and
- (r) documentation of school educational courses attended or provided.
Authorizing statute(s): 50-5-103, 53-24-208, MCA
Implementing statute(s): 50-5-101, 50-5-103, 53-24-208, 53-24-209, 76-2-411, MCA
History: NEW, 2010 MAR p. 2975, Eff. 12/24/10; AMD, 2022 MAR p. 2040, Eff. 9/24/22.