An LMHA or LBHA must maintain the following documentation in the resident with MI's record:     
       (1) all assessments used for service planning;      
       (2) documentation related to the initiation and delivery of MI specialized services, including reasons for delays and all follow-up activities;      
       (3) documentation related to monitoring MI specialized services, including:                (A) the resident with MI's or the LAR's satisfaction with MI specialized services; and                 (B) progress or lack of progress toward achieving goals and outcomes identified in the PCRP;        
       (4) documentation of all meetings, including the required 30, 60, and 90 day follow-up meetings held after the initial IDT meeting for a resident with MI who refuses MI specialized services;      
       (5) guardianship paperwork and consents, if applicable; and      
       (6) documentation of a resident with MI's refusal of MI specialized services or uniform assessments or both, if applicable.      
     Source Note:        The provisions of this §303.912 adopted to be effective September 1, 2021, 46 TexReg 5419