Participant's record. Any entry in the participant's record must be dated and signed and must include information that is accurate, complete, timely, and relevant to the participant's need for services or supports.

1. (1) The participant's full name;
2. (2) The participant's social security number;
3. (3) The date of home and community-based service eligibility;
4. (4) The address of the participant at the time of entry into the division's service system and current address and phone number;
5. (5) A summary of health insurance, financial support, and entitlements;
6. (6) Any identification of family, guardian, conservator, or other interested persons, including current addresses and telephone numbers;
7. (7) The status of legal capacity;
8. (8) Any provider of services or supports including any subcontractors during the past two years;
9. (9) Any employment history, including a list of employers, dates of employment, and any position held;
10. (10) The current assessment reports;
11. (11) Any critical incident reports;
12. (12) The identity of the party responsible for managing the participant's funds;
13. (13) Any quarterly assessments pursuant to § 46:11:05:05.01; and
14. (14) The participant's current individualized service plan.

A copy of the participant's record must be in a format accessible to the participant. If abbreviations, symbols, acronyms, or jargon are used, a key must be provided.

The participant's record must be held in hard copy or electronic copy in a location accessible to the provider, division, and case management staff, and must include:

Source: 40 SDR 102, effective December 3, 2013 ; 43 SDR 9, effective August 2, 2016; 49 SDR 48, effective November 22, 2022 .

General Authority: SDCL 27B-2-26 (2).

Law Implemented: SDCL 27B-2-26 (2).

Prior versions effective: 2016-08-02, 2013-12-03.