Recordkeeping Requirements

Early intervention programs must maintain, for at least four years after the member leaves the program, records for each member that include at least all the information required by the Department of Public Health in its Operational Standards and the following: (A) the member’s name, address, and MassHealth identification number; (B) the name and address of the member’s caregiver; (C) the name of the service coordinator; (D) the name and address of the member’s primary physician, clinic, or coordinated health site (see Part 1 of the billing instructions in Subchapter 5 of the Early Intervention Program Manual); (E) a schedule of visits, group sessions, assessments, progress reviews, and other services that have been or will be provided; (F) an attendance record; (G) a report for each reimbursable service provided, listing the date, duration, and type of service, the program staff involved, the ratio of staff to participants, and the work accomplished; and (H) copies of any correspondence and reports of any consultations about the member’s treatment with the member’s family or friends or other individuals not employed by the program. (130 CMR 440.416 through 440.420 Reserved)