Chapter: 4
Section: 5
Effective Date: 7/9/2026
Expiration Date: Continuing
Published Date: 7/9/2026 3:11:15 PM
Status: Current
Version: 1
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Case notes are considered official records and can be treated as legal documents. They should be written with the understanding that they may be reviewed during audits, monitoring, or legal proceedings.
Staff must:
Protect confidential information by marking the case note as confidential.
Avoid including sensitive medical or mental health details.
Refer generally to challenges or disabilities without naming specific diagnoses.
Follow all organizational confidentiality policies and applicable laws, including the Freedom of Information Act.
Case notes will be stored in IWDS 2.0, which is a secure, password-protected system, and only limited users will have access to case notes marked as confidential.