1. (1) An individual’s eligibility shall be determined and documented at the earliest possible date.

2. (2) A record shall be maintained for each enrolled individual receiving services under this rule. The record shall contain the following:

   1. (a) An enrollment form which includes:

      1. (A) The individual’s name and PATH enrollment date;
      2. (B) A list or description of the criteria determining the individual’s PATH eligibility; and
      3. (C) The individual’s PATH services discharge date.

   2. (b) A plan defining the enrolled individual’s goals and service objectives including one or more of the following:

      1. (A) Accessing community mental health services for the eligible individual, which includes reviewing the plan not less than once every three months;
      2. (B) Accessing and coordinating needed services for the eligible individual, as detailed in these rules.
      3. (C) Accessing income and income support services, including housing assistance, food stamps, and supplemental security income; and
      4. (D) Referral to other appropriate services.
   3. (c) Progress notes that provide an on-going account of contacts with enrolled individual, a description of services delivered, and progress toward the enrolled individual’s service plan goals; and
   4. (d) A termination summary describing reasons for the enrolled individual no longer being involved in service.

3. (3) A record shall be maintained for individuals served but not yet enrolled under the provisions of these rules. The record shall contain:

   1. (a) A description of the potentially eligible individual, which may include but not be limited to:

      1. (A) A physical description of the individual;
      2. (B) The location where the individual was served; and
      3. (C) A description of the individual’s personal belongings.
   2. (b) A preliminary assessment of the potentially eligible individual’s needs based on available information; and
   3. (c) A record of where and when contacts with the potentially eligible individual were made and the outcome of those contacts.
4. (4) Records shall be confidential in accordance with ORS 179.505, 45 CFR Part 2 and OAR 309-032-1535 pertaining to individuals’ records.

Statutory/Other Authority

ORS 413.042 & 430.640

Statutes/Other Implemented

ORS 430.610 – 430.695

History

MHS 2-2012, f. & cert. ef. 2-9-12
MHS 9-2011(Temp), f. & cert. ef. 11-22-11 thru 5-18-12
MHS 7-2011, f. & cert. ef. 9-26-11