SAMPLE POLICY WORK

– Provide overall guidance to ensure that record keeping practices align with the organization’s mission, regulatory standards, and operational requirements. – Review and approve record keeping policies and procedures. – Monitor compliance through periodic updates and high ‑ level audits. • Key Actions: – Facilitate regular meetings with department heads to review record keeping standards. – Ensure that necessary resources, including IT and training, are allocated for continuous record management improvements. Oversee the daily operations of record creation, update, and retrieval within their respective departments. – Ensure that all staff follow established procedures for timely and accurate record keeping. – Monitor compliance with documentation requirements and report any discrepancies to the Quality Assurance Teams. • Key Actions: – Review supervisor and staff log entries during performance evaluations. – Address lapses in documentation and arrange for additional training if necessary. Department Heads and Supervisors • Responsibilities: – Create and update records in accordance with standard operating procedures immediately after performing specific tasks. – Use designated electronic systems (such as the client management system, electronic health record system, and HR records portal) to document activities. – Maintain confidentiality and ensure that sensitive information is not disclosed to unauthorized parties. • Key Actions: – Adhere to daily documentation protocols and complete updates within prescribed timeframes. – Participate actively in training sessions on proper record keeping practices. – Report any technical or procedural issues affecting record keeping to supervisors promptly. Direct Support, Clinical, and Administrative Staff • Responsibilities: –

IT and Records Management Personnel • Responsibilities: