FILE Index Bold sections are separate tabs in sticky back sleeve inside front cover) Current EMI/DNR Orders (placed File Index Face Sheet in front of Tabs Consents/Releases Med Sheets & Orders/Reports (filed chronologically by date) Standard Release of Information Financial Authorization Monthly Medication Sheet Specific Release of Information Health Concerns Seizure Reports Bee Keeping Consent Form Lab Results Art Release of Information Expired EMI/DNR Orders Authorization to Act in an Emergency Authorization for Injectable Medications Incident/Grievance/Behavior Reporting Authorization for Medication Incident Reports Administration Treatment Positive Support Transition Plan Intake/Annual Signature Page information, if applicable Rights of Persons Served Emergency use of Manual Restraint CSSP & CSSP Addendum Incident Report and Behavioral Intervention Reporting Tool (DHS) IAPP & SMA Case Notes/Correspondence Planning & Assessment Critical Client Updates Progress Any Case Notes and Correspondence Reports/Recommendations/Support Team meeting notes Therapies Lifting & Transferring Identification Residential Form Training Staff Ratio Determination Form Participant Policy Training Annual Checklist Client Training Certificate Services Support Outcomes BWAP MSS Intake & Annual Forms Designated Coordinator Review Admission Form and Data Sheet Guardianship Orders and documentation Current Medical Documents (if needed) Physical Exam/Medical Information Other legal documentation Supplement Service initiation information and Standing order list of PRN medications Verification of Eligibility for Services, New Medical Orders i.e., screening document, etc. Current Medication List Social History Any Protocols, i.e., Seizure, Diabetic, Disabled for Work Performed GI, etc. Proof of Diagnosis signed by Medical Professional, i.e., psych assessment, IEP with test scores, Diagnostic Assessment, etc.
FILE Index Bold sections are separate tabs Current EMI/DNR Orders (placed in sticky back sleeve inside front cover) File Index Face Sheet in front of Tabs Consents/Releases Standard Release of Information Financial Authorization Specific Release of Information Bee Keeping Consent Form Art Release of Information Authorization to Act in an Emergency Authorization for Injectable Medications Authorization for Medication Administration Treatment Intake/Annual Signature Page Rights of Persons Served CSSP & CSSP Addendum IAPP & SMA Planning & Assessment Progress Reports/Recommendations/Support Team meeting notes Lifting & Transferring Identification Form Staff Ratio Determination Form Annual Checklist Services Support Outcomes BWAP Designated Coordinator Review Current Medical Documents Physical Exam/Medical Information Supplement Standing order list of PRN medications New Medical Orders Current Medication List Any Protocols, i.e., Seizure, Diabetic, GI, etc. Med Sheets & Orders/Reports (filed chronologically by date) Monthly Medication Sheet Health Concerns Seizure Reports Lab Results Expired EMI/DNR Orders Incident/Grievance/Behavior Reporting Incident Reports Positive Support Transition Plan information, if applicable Emergency use of Manual Restraint Incident Report and Behavioral Intervention Reporting Tool (DHS) Case Notes/Correspondence Critical Client Updates Any Case Notes and Correspondence Therapies Residential Training Participant Policy Training Client Training Certificate MSS Intake & Annual Forms Admission Form and Data Sheet Guardianship Orders and documentation (if needed) Other legal documentation Service initiation information and Verification of Eligibility for Services, i.e., screening document, etc. Social History Disabled for Work Performed Proof of Diagnosis signed by Medical Professional, i.e., psych assessment, IEP with test scores, Diagnostic Assessment, etc.