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These tabs hold the paperwork and equipment attached to a member: chart completion, communication history, monitoring devices, and Texas HHS forms.

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Chart Inventory

Client chart completion tracking with consent forms and inventory status. Columns: Client · Admitted · Status · PAS Consent · Inventory Done This is your survey-readiness view for member files. PAS Consent and Inventory Done are the two fields surveyors ask about most.
A member receiving personal assistance services without a recorded PAS consent is a documentation gap. Check this tab as part of admission rather than at survey time.

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Communications

Communication records including fax logs and agency representative contacts. Columns: Member · Date · Faxed · Fax To · Representative Use it to evidence that a document actually reached a physician or payer. Faxed and Fax To give you the trail when a payer says they never received something.

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Devices

Remote patient monitoring devices with serial numbers and last reading dates. Columns: Member · Type · Model · Serial · Status · Last Reading Last Reading is the field to watch. A device with no recent reading is either not in use or not reporting — both worth knowing before you rely on its data.

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Texas HHS Forms

Texas Health and Human Services standardized forms (H2067, 3052, etc.) for member records. Columns: Member · Form Code · Status · Generated · Signed
Generated is not signed. A form that has been produced but never signed does not satisfy the requirement it exists for. Filter on a blank Signed date to find them.

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Keeping a member’s file complete

1

Confirm chart inventory at admission

Set PAS Consent and Inventory Done while the paperwork is in front of you.
2

Generate the required HHS forms

Produce the forms the member’s program requires, then track them to signature.
3

Log communications as they happen

Record faxes to physicians and payers when you send them.
4

Register any monitoring devices

Record type, model, and serial so readings can be traced to equipment.

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Troubleshooting

Resources

Agency-wide documents and policies.

Survey preparation

Getting member files survey-ready.