600-1 H.     DOCUMENTATION

The goal of documentation is to establish a clear and complete record, so any person reading the case will understand what was done and why.  Clear and complete documentation is the foundation of a positive supervisory or QA Quality Assessment review, and an essential part of quality casework.   Refer to MS 601-4.

Documentation is a record of:

• Factors of eligibility verified and how they were verified.

• Information used to determine eligibility and benefit amount, including:

1. The source of the information;

2. The verification that supports the information;

3. The method used to convert income and expense information into monthly amounts; and

4. Why this information was used.  

• Actions taken on a case and the reasons supporting those actions.

• Contacts with the client, partner agencies, contractors/grantees and third party sources (collateral contacts).