- (1) Each individual receiving HCBA services shall have a client file that includes the individual's eligibility determination, assessment of the individual's needs, care plan, quarterly reviews, progress notes, and any relevant legal documents.
(2) Records generated by the Alternatives Program shall be retained and released in accordance Title 63G, Chapter 2, Government Records Management Act (GRAMA).
- (a) Except as provided in Subsection R510-400-10(2)(c), records generated by the Alternatives Program shall be classified as private as defined in Section 63G-2-302.
- (b) Records that contain medical, psychiatric, or psychological content shall be classified as controlled as defined in Section 63G-2-304.
- (3) Each individual's client file shall be secured in a locked file by the local area agency or service provider.
- (4) Records generated by the Alternatives Program shall be kept for five years following termination of services or until any audits initiated within five years following termination of services have been completed, whichever is later.
KEY: elderly, home care services, long-term care alternatives
Date of Last Change: November 5, 2023
Notice of Continuation: June 29, 2022
Authorizing, and Implemented or Interpreted Law: 26B-6-101 through 26B-6-312