1. (1) The corporate guardian shall maintain a separate file for each ward including all of the following information and documents as applicable:

   1. (a) Name, date of birth, address, telephone number, and social security number. Guardians of person shall also maintain information regarding the ward’s medical coverage, physician, diagnoses, medications, and allergies to medications.
   2. (b) A current photograph of the ward.
   3. (c) All relevant legal documents involving the ward.
   4. (d) Advance directives.
   5. (e) A list of key contacts.
   6. (f) A list of service providers, contact information, a description of services provided to the ward and progress reports as applicable.
   7. (g) Documentation of all ward and collateral contacts, including the date, time, and activity.
   8. (h) Progress notes that are as detailed as necessary to reflect contacts made and work done regarding the ward.
   9. (i) A guardianship inventory, accounts and annual reports as required by statute, including all supporting financial statements, records and financial reports.
   10. (j) Assessments regarding the ward’s past and present medical, psychological, and social functioning, including relevant family medical information.
   11. (k) Documentation of the ward’s known values, preferences, and wishes regarding medical and other care and services including all advanced directives made prior to guardianship, and financial matters and other services.
   12. (L) A personal and social history of the ward including a family history.
2. (2) If guardianship is transferred, the corporate guardian shall transfer the original record required in this section to the successor guardian.

History

History: CR 09-061: cr. Register May 2010 No. 653, eff. 6-1-10.