The LMHA or LBHA must maintain the following documentation in the record of the resident with MI:

1. (1) all assessments used for service planning;
2. (2) documentation related to the initiation and delivery of MI specialized services, including reasons for delays and all follow-up activities;

3. (3) documentation related to monitoring MI specialized services, including:

   1. (A) the satisfaction with MI specialized services by the resident with MI or the LAR; and
   2. (B) progress or lack of progress toward achieving goals and outcomes identified in the PCRP;
4. (4) documentation of all meetings required by this chapter;
5. (5) guardianship paperwork and consents, if applicable; and
6. (6) documentation of the refusal of MI specialized services or uniform assessments or both by the resident with MI, if applicable.

Source Note:The provisions of this §303.912 adopted to be effective September 1, 2021, 46 TexReg 5419; amended to be effective April 15, 2024, 49 TexReg 2287.