46:11:08:02Participant's record.

Any entry in the participant's record must be dated and signed and must include information that is accurate, complete, timely, and relevant to the participant's need for services or supports. A copy of the participant's record must be in a format accessible to the participant. If abbreviations, symbols, acronyms, or jargon are used, a key must be provided. The participant's record must be held in hard copy or electronic copy in a location accessible to the provider, division, and case management staff, and must include: (1) The participant's full name; (2) The participant's social security number; (3) The date of home and community-based service eligibility; (4) The address of the participant at the time of entry into the division's service system and current address and phone number; (5) A summary of health insurance, financial support, and entitlements; (6) Any identification of family, guardian, conservator, or other interested persons, including current addresses and telephone numbers; (7) The status of legal capacity; (8) Any provider of services or supports including any subcontractors during the past two years; (9) Any employment history, including a list of employers, dates of employment, and any position held; (10) The current assessment reports; (11) Any critical incident reports; (12) The identity of the party responsible for managing the participant's funds; (13) Any quarterly assessments pursuant to § 46:11:05:05.01; and (14) The participant's current individualized service plan.

Source: 40 SDR 102, effective December 3, 2013; 43 SDR 9, effective August 2, 2016; 49 SDR 48, effective November 22, 2022.