Developmental Services - Case Management Manual

Retention of Minor Incidents Reported Directly to Case Management

This procedure is to clarify the retention of minor incident reports received directly to case managers for people with disabilities they support. These reports are outside the reporting requirements specified in the reportable events policy. (See reportable events policy under adult protection)

It is not the policy of Developmental Services to require the retention of actual minor incidents reports outside of the reportable events system in the files of consumers. Incidents that occur in which the Case Manager feels the necessity to document that it occurred can do so through an action note referring to an incident received with the responsibility for retaining the incident form resting with the provider who reported.

The case manager in unusual situations can determine that a copy of the incident be retained in the file, however this should not be the common practice.