Which types of records should be maintained under the 12 core functions?

Which types of records should be maintained under the 12 core functions?

• A. Intake forms, discharge summaries, and consent.
• B. Individual treatment plans, progress notes, intake forms, consent, discharge summaries, and referral/consultation records.
• C. Only financial records and invoices.
• D. Caseload schedules and staffing rosters.

Answer: (B)

Keeping complete client records is essential because these records document the entire treatment process and support continuity of care, informed consent, and coordination with other professionals across the activities involved in the 12 core functions. The most comprehensive and appropriate set includes intake forms, discharge summaries, consent, individual treatment plans, progress notes, and referral/consultation records. This combination covers the initial evaluation and authorization, planned goals and strategies, ongoing progress, and any coordination with other providers or services, all of which are central to effective counseling practice and accountability. Administrative items like financial records, invoices, caseload schedules, and staffing rosters are important for agency operations but are not the clinical records used to document the client’s treatment process under the core functions.

Keeping complete client records is essential because these records document the entire treatment process and support continuity of care, informed consent, and coordination with other professionals across the activities involved in the 12 core functions. The most comprehensive and appropriate set includes intake forms, discharge summaries, consent, individual treatment plans, progress notes, and referral/consultation records. This combination covers the initial evaluation and authorization, planned goals and strategies, ongoing progress, and any coordination with other providers or services, all of which are central to effective counseling practice and accountability.

Administrative items like financial records, invoices, caseload schedules, and staffing rosters are important for agency operations but are not the clinical records used to document the client’s treatment process under the core functions.