Documents
Instructions
Updated: 6/2014
Purpose
Use this form to document information not captured in other forms. Examples include, but are not limited to, telephone calls, age-out task tracking, etc.
Use of this form is optional.
Procedure
When to Prepare
Prepare as needed. Completion of this form is not required by policy.
Transmittal
The original form is maintained in the case record.
Form Retention
The form is maintained in the case record as long as the case is open.
Detailed Instructions
Action Date — Enter the date the action occurred.
Type of Contact — Record home visit, phone contact, office visit, etc.
Action/Narrative — Use this section as needed to record actions taken.
Initial and Date — Enter the initials of person documenting the activity and the date the recording is done.