Purpose: To ensure support coordination (SC) documentation aligns with regulatory expectations, LaSRS records, and person-centered best practices.

General Overview: The tool is divided into 12 sections and is used to assess the quality and compliance of service documentation. It verifies that all required elements are documented accurately and reflect person-centered practices. It applies across all waiver types (e.g., NOW, ROW, CC, EPSDT, etc.) and program types (OAAS, OCDD).

Universal Reviews:

Section 1: General Information

Captures identifying details:

• Reviewer name(s)

• Region and population served

• Quarter and SC/Participant info

• Type of contact (monthly, quarterly, annual, interim)

• Whether it’s a quarterly log

• Program type (OCDD or OAAS)
  
  

Section 2: Quarterly Program Type

Clarifies the waiver program under review (OAAS or OCDD).

Section 3: Section A - LaSRS Verification

Ensures log matches official LaSRS entries:

• Waiver type, name, service log number, and contact date

• Begin/end time or EVV

• Place of service, contact type, service activity

• Correct entry of monthly/annual monitoring and any remediation
  
  

Section 4: Section A = Section D Consistency

Checks that the log's narrative supports all coded elements:

• Contact type, service activity, persons present

• Monthly monitoring and remediation are backed by notes
  
  

Section 5: Section B – Support Items Discussion

Evaluates if Section B items (e.g., ANE reporting, service receipt issues) are fully:

• Checked individually

• Discussed and supported in the narrative

• Followed up with documented action, if needed
  
  

Section 6: Section C – Service Needs

Assures items selected reflect what’s written in the narrative (Section D).

Section 7: Section D – Narrative Quality

Focuses on the quality and authenticity of the contact narrative:

• Legibility and personalized, person-first approach

• Begins with attendees, their roles, and meeting purpose

• Emergency plan is reviewed and noted (required starting July 2024)
  
  

Section 8: Section E – Signature Review

Verifies signatures and consistency:

• SC and participant/reps signed the document (when needed)

• SC’s title is present

• Dates align across LaSRS and paperwork

Section 9: General Quality Review

Looks for documentation integrity:

• Corrections made per policy

• Supervisor sign-off is present

• Provider involvement or documentation of invitation noted
  
  

Population-Specific Reviews

Section 10: OCDD – Quarterly Review

Evaluates alignment with participant goals:

• Goal page included and person-centered

• Strategies match outcomes and are clearly written

• Frequency of services stated

• Medication, PTE (if age-appropriate), and Quality of Life forms attached
  
  

Section 11: OAAS – Quarterly Review

Checks for:

• CAPS documentation

• CAP review details (who, what, how)

• SC-reviewed medication forms with signature and date
  
  

 Section 12: Findings & Feedback

Allows reviewers to document:

• Suspected fraud

• General observations about documentation quality and areas for improvement

🔍 Why It Matters

This tool promotes:

• Compliance with Medicaid and waiver program standards

• Transparency and traceability in documentation

• Person-centered services, ensuring participants’ voices are central

• Data integrity, by aligning logs with LaSRS and internal policies

✅ Takeaway for Staff

When completing or reviewing documentation:

• Always align entries with LaSRS

• Ensure all narratives are detailed, clear, and person-focused

• Double-check all signatures, dates, and attachments

• Use this tool as a checklist to avoid common documentation errors

If you’re ever unsure about how to complete or review a section, reach out to your supervisor or the compliance team for support.