55 Pa. Code § 5221.41 – Recordkeeping.

(a) Intensive case management records shall be identified and maintained apart from other service records using forms required by the Department.
(b) Records shall be maintained for a minimum of 4 years.
(c) Written procedures and records shall be kept in accordance with Chapters 1101 and 4300 (relating to general provisions; and county mental health and mental retardation fiscal manual).
(d) Changes in a consumer’s progress, including admission and termination, shall be documented detailing cause and projected effect in the case record. For example, a meeting with a teacher shall indicate why the meeting was arranged and what the case manager hopes to accomplish in serving the consumer.

This section cited in 55 Pa. Code § 5221.33 (relating to intensive case management records—statement of policy).