Guide to Documentation for Individuals Self-Directing Services

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What to Document Whenever a service is provided (personal assistance, community specialist, or support broker) it must be documented by the person who provided the service. The document must include the following: 1. Name of recipient (as well as middle initial or date of 2. 3. 4. 5. 6. 7.

birth)

Location of service Date of Service Type of Service Start Time of Service End time of Service Staff signature/title for entire period of service 8. What did the staff provide (care & treatment) for the individual—in other words, what occurred and what direct support was provided to the individual receiving services 9. Outcomes of the services, including any successes, barriers, or problems that occurred during the provision of services. *The Individual Support Plan must indicate

both the level and type of support which is documented.

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