Individual records shall:

1. (a) Be maintained by the provider or staff; and

2. (b) Include:

   1. (1) The service agreement;
   2. (2) Provider or staff progress notes written at least monthly, or more frequently if so specified in the service agreement, including the dates services are provided and reports on progress toward achieving desired outcomes;

   3. (3) For community participation services, a weekly personal schedule or calendar that:

      1. a. Identifies the days, times, and locations of the individual’s community activities such as recreation or paid or volunteer work; or
      2. b. Includes brief, daily notations that document responses to people and activities and any changes in the individual's schedule; and
   4. (4) Any other documentation required by the area agency.

Source. #5791, eff 3-1-94, EXPIRED: 3-1-00 New. #7242, INTERIM, eff 4-27-00, EXPIRED: 8-25-00 New. #7494, eff 5-22-01; ss by #9013, eff 10-27-07; ss by #9475, eff 5-22-09; ss by #12340, eff 7-25-17