B-1270, Documentation Requirements

Revision 15-4; Effective October 1, 2015  

All Programs

If disclosing individually identifiable health information, the advisor must document how the identity of the person was verified when contact occurs outside of the interview.

Advisors must document:

  • the name of the personal representative (see B-1212, Personal Representatives);
  • the reason why a parent is not considered a PR for an unemancipated minor (see B-1212.2, Unemancipated Minors);
  • that the inquiring agency will agree to keep information confidential; and
  • that the information is limited to the purpose of the disclosure.

Related Policy

Documentation, C-940
The Texas Works Documentation Guide