stack of papersClient file

The client file includes all client information. The client file includes all client information (some of this information may be in the SSIS information system).

Adult MH-TCM agencies must follow these additional requirements:

  • Releases of information.
  • Functional assessments.
  • Mandated screenings and level of care documentation.
  • ICSPs.
  • Client contact/progress notes of MH-TCM services provided to the client
  • Entries of any assessment/planning/referral/monitoring coordination activities/communication that the case manager has engaged in on behalf of the client with family members, significant others, other providers of services, representatives of other community resources, and/or the clients natural supports - with or without client; whether coordination/communication was initiated by case manager or another (e.g. calls from client family members).
  • Documentation of clinical supervision by the clinical supervisor; such as, review of the client’s record/file and “case review” between the case manager and clinical supervisor.