A companion home provider must maintain all of the following client records:

1. (1) The client's name, address, and Social Security number.
2. (2) The name, address, and telephone number of the client's legal representative, if the client has one, and any of the client's relatives that the client chooses to include.
3. (3) Appropriate documents establishing the legal representative's legal authority to act on behalf of the client, if applicable.
4. (4) Signed authorization for release of information forms.

5. (5) Health care information, including:

   1. (a) The name, address, and telephone number of the client's health care providers;
   2. (b) Instructions, protocols, or therapy plans the provider receives from the client's health care providers, if the provider administers or assists the client with the instructions, protocols, or therapy plans;
   3. (c) The client's health care appointment dates;
   4. (d) The client's known major health events;
   5. (e) The client's medication, health, and surgery records;
   6. (f) A medication administration record if the provider administers client medication;
   7. (g) A drug information sheet obtained from the prescriber or dispensing pharmacy for any prescribed medication, if the provider administers or assists the client with the medication;
   8. (h) Written documentation that instructions from the client's health care providers have been followed;
   9. (i) A copy of the client's medical insurance card;
   10. (j) Documentation of declined services under WAC 388-829C-370; and
   11. (k) A record of all medications administered to, assisted with, monitored, or declined by the client under WAC 388-829C-371.

6. (6) If the client receives nurse delegation services, nurse delegation records including:

   1. (a) A signed consent for nurse delegation;
   2. (b) Written instructions from the delegating nurse for performing each delegated nursing task; and
   3. (c) A log of each delegated nursing task performed in the last six months.

7. (7) Current service and support plans, including the client's:

   1. (a) Person-centered service plan;
   2. (b) Individual education plan, if the client is in school;
   3. (c) Individual employment plan, if the client has one;
   4. (d) Positive behavior support plan, if the client has one; and
   5. (e) Cross-systems crisis plan, if the client has one.

8. (8) Financial information, including:

   1. (a) The client's individual financial plan under WAC 388-829C-270;
   2. (b) Documentation of any money management and instruction provided to the client;
   3. (c) The client's property records under WAC 388-829C-380;
   4. (d) The client's burial plan, if the client has one; and
   5. (e) The client's will, if the client has one.

[Statutory Authority: RCW 71A.12.030, 71A.12.040, 71A.12.110, and 71A.12.120. WSR 25-11-093, s 388-829C-340, filed 5/21/25, effective 7/1/25. Statutory Authority: RCW 71A.12.030, 71A.10.020 and 71A.12.040. WSR 18-22-106, § 388-829C-340, filed 11/6/18, effective 12/7/18. Statutory Authority: RCW 71A.12.30 [ 71A.12.030] and Title 71A RCW. WSR 07-16-102, § 388-829C-340, filed 7/31/07, effective 9/1/07.]