Any case notes containing confidential Documentation of case notes was in compliance information, such as medical information, with local policy, if applicable: must be kept in a separate file and in a N/A, No local policy or procedure secure location apart from the YES, No Issues Identified participant’s regular program file. NO, one or two issues identified NO, three or more issues identified determination & COMMENTS Action REquired/recommendations 8. Miscellaneous Observations This element covers all other observations not N/A No Action Required accounted for on this tool. Examples of Action Required: observations” may include, but are “miscellaneous not limited to: Comments: Recommendation: Loose, unattached documents located in a hard file Medical references in the file Names of other program participants located in the file Other observations” “miscellaneous
Any case notes containing confidential information, such as medical information, must be kept in a separate file and in a secure location apart from the participant’s regular program file. Documentation of case notes was in compliance with local policy, if applicable: N/A, No local policy or procedure YES, No Issues Identified NO, one or two issues identified NO, three or more issues identified 8. Miscellaneous Observations determination & COMMENTS Action REquired/recommendations This element covers all other observations not accounted for on this tool. Examples of “miscellaneous observations” may include, but are not limited to: Loose, unattached documents located in a hard file Medical references in the file Names of other program participants located in the file Other “miscellaneous observations” N/A Comments: No Action Required Action Required: Recommendation:
REVISED%20PY18%20WIOA%20Adult%20Checklist-10-8-18-1.docx