Support Services for Adults with Developmental ... - DHS home

(C) Any specific individual health, safety, and emergency
procedures that may be required, including action to be taken if
an individual is unable to provide for the individual's own safety
and is missing while in the community under the service of the
employee of the individual.
(l) Personal agent correspondence and notes related to resource
development and plan outcomes.
(m) Progress notes. Progress notes must include documentation of
the delivery of service by a personal agent to support each case
service provided. Progress notes must be recorded chronologically
and documented consistent with brokerage policies and procedures.
All late entries must be appropriately documented. Progress notes
must at a minimum include:
(A) The month, day, and year the services were rendered and
the month, day, and year the entry was made if different from
the date service was rendered;
(B) The name of the person receiving service;
(C) The name of the brokerage, the person providing the
service (i.e., the personal agent's signature and title), and the
date the entry was recorded and signed;
(D) The specific services provided and actions taken or
planned, if any;
(E) Place of service. Place of service means the name of the
brokerage and where the brokerage is located, including the
address. The place of service may be a standard heading on
each page of the progress notes; and
(F) The names of other participants (including titles and agency
representation, if any) in notes pertaining to meetings with or
discussions about the individual.
(n) Information about individual satisfaction with personal supports
and the brokerage services.
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