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77 Ill. Adm. Code 245.210 - Services - Home Services Agencies (Client Records)

IllinoisregulationIllinois Department of Public Health (IDPH)

What this rule requires your agency to do

  • 1The agency must establish a written service plan for each client (with annual review and revision), though a physician signature is not required for the plan of service. (77 Ill. Adm. Code 245.210(e), (f))(77 Ill. Adm. Code 245.210 - Services - Home Services Agencies (Client Records))
  • 2The agency must have a written policy on records procedures and retain client records for a minimum of two years beyond the last date of service provided. (77 Ill. Adm. Code 245.210(i))(77 Ill. Adm. Code 245.210 - Services - Home Services Agencies (Client Records))
  • 3The agency must maintain written confidentiality policies governing the use of records, removal of records, and release of information, and may keep records in hard copy or electronic format. (77 Ill. Adm. Code 245.210(i), (j))(77 Ill. Adm. Code 245.210 - Services - Home Services Agencies (Client Records))
  • 4The agency must include in each client record the client's identifying and contact information, representative and emergency contact information, the plan of services agreed to by the client and agency, and a copy of the home care services agreement. (77 Ill. Adm. Code 245.210(h))(77 Ill. Adm. Code 245.210 - Services - Home Services Agencies (Client Records))
  • 5The agency must ensure the home services worker documents each of the services provided at each visit in the client record. (77 Ill. Adm. Code 245.210(h))(77 Ill. Adm. Code 245.210 - Services - Home Services Agencies (Client Records))
  • 6The agency must maintain an individual client record for each client receiving in-home services. (77 Ill. Adm. Code 245.210(h))(77 Ill. Adm. Code 245.210 - Services - Home Services Agencies (Client Records))

Applies to: personal care / home care (Home Services Agencies providing assistance with ADLs and in-home support services)

Under 77 Ill. Adm. Code 245.210, an Illinois-licensed Home Services Agency must maintain an individual client record for each client, containing client and emergency-contact identifying information, the agreed plan of services, the home care services agreement, and documentation by the home services worker of each service provided at each visit. Records must be retained at least two years beyond the last date of service, may be kept in hard-copy or electronic form, and are governed by a written confidentiality policy.

Regulatory information, not legal advice — always confirm against the cited official source. Verification reduces error; it does not certify compliance.