Based on questions and feedback from SCs and audit staff, here are some helpful hints for monitoring clients:
1. The SC should monitor frail and at risk clients a minimum of every 30 days (note that this is more specific than “monthly”).
2. The SC should monitor all other clients a minimum of every 90 days (note that this is more specific than “quarterly”).
3. Monitoring must include direct, individualized contact. Hence, a group service log and progress note indicating that the client attended an educational workshop hosted by the SC is not sufficient. However, the SC can talk with the client individually at the event and note that direct contact in the PN, which could be considered a form of monitoring (as long a the client didn’t have follow-up needs that constituted more intensive monitoring).
4. I recommend that if you follow up with a client one month at an event (such as an educational workshop or Focus Hope delivery) or via phone, that the next month be an in-home or in-office visit.
5. Monitoring must indicate progress towards goals the client’s Initial or Updated Service Plan.
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