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Get the free HCBS TRANSFER - CASE RECORD TRANSMITTAL COVER MEMO - omh ny

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This document is used to communicate the transfer of a child's case record from one ICC agency to another, including personal details and information about the child's move between counties.
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How to fill out HCBS TRANSFER - CASE RECORD TRANSMITTAL COVER MEMO

01
Begin by gathering all necessary client information including name, date of birth, and case number.
02
Fill out the sending agency details in the appropriate section, including contact information.
03
Specify the recipient agency by including their name and address.
04
Indicate the reason for the transfer in the designated area.
05
Attach any relevant documentation that supports the transfer.
06
Review all entries for accuracy to ensure complete and correct information.
07
Sign and date the memo at the bottom to validate the request.

Who needs HCBS TRANSFER - CASE RECORD TRANSMITTAL COVER MEMO?

01
Individuals transitioning between agencies that provide Home and Community-Based Services (HCBS).
02
Providers and case managers handling the client's care who need to document or facilitate the transfer.
03
Any administrative personnel involved in the transfer of client case records.
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The HCBS Transfer - Case Record Transmittal Cover Memo is a document used to facilitate the transfer of case records related to Home and Community-Based Services (HCBS) from one organization or agency to another.
The HCBS Transfer - Case Record Transmittal Cover Memo is typically required to be filed by the agencies or organizations that manage HCBS cases when transferring case records to another agency or service provider.
To fill out the HCBS Transfer - Case Record Transmittal Cover Memo, the filer should complete all required fields, including the names and contact information of the sending and receiving agencies, a summary of the case contents being transferred, and any relevant case identifiers or codes.
The purpose of the HCBS Transfer - Case Record Transmittal Cover Memo is to ensure that all necessary information related to the transfer of case records is communicated clearly and efficiently between agencies, thereby facilitating continuity of care for individuals receiving HCBS.
The information that must be reported on the HCBS Transfer - Case Record Transmittal Cover Memo includes the names and contact details of the sending and receiving agencies, a description of the records being transferred, the case or client identifier, and any other pertinent details required for the transfer process.
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