Guide to Content for Case Notes
Types of Case Notes
- General
- Purchase Decision
- Eligibility
- Plan for Employment
- Closure of a Case
- Appeal
- Request by Consumer to Change a Case Note
- Release of Records
Style Guidelines
Case Note / Documentation Examples
- Closure
- Closure - Informed Choice
- Counseling Example (Addressing Functional Limitations / Mental Health Ongoing Support)
- Eligibility Case Note & FAR
- Eligibility - Want to Work Letter
- Eligibility - Presumed Eligibility Example (Category 1 & FAR)
- IPE - Addresses Functional Limitations (Example One)
- IPE - Addresses Functional Limitations (Example Two)
- IPE - Informed Choice
- IPE - Signature Compliance