Or. Admin. Code § 333-536-0066 - Initial Visit and Monitoring

(1) The administrator, administrator's designee, or administrator's delegate must conduct and document:

(a) An initial visit at the client's residence within 30 days of the start of care to evaluate compliance by the caregiver(s) with the service plan and to assess the client's satisfaction. The initial visit must occur between the 7th and 30th day. An initial visit is not required when:

(A) A client cancels all service(s) on or before the 30th day;

(B) A client is residing in a nursing facility or a hospital; or

(C) A client refuses.

(D) The agency must document in the client record why an initial visit was not conducted.

(b) Quarterly monitoring visits after the initial site visit. Quarterly monitoring visits may occur by phone or by other electronic means at the discretion of the administrator, administrator's designee, or administrator's delegate if one more of the following conditions are met subject to the requirement in section (3) of this rule:

(A) Impending discharge from services;

(B) Relocation to a facility;

(C) When minimal services, such as one shift a month, would cause the client to incur undue financial burden;

(D) The client requests that the visit not be in-person; or

(E) Due to other circumstances that are justified in chart note(s).

(2) The time between in-person monitoring visits may not exceed six-months.

(3) Each monitoring visit to observe and report on the client's status must be documented, dated, and signed by the administrator, administrator's designee, or administrator's delegate and the client. The caregiver may be present during the monitoring visit.

(4) The administrator, administrator's designee, or administrator's delegate must determine and document during a monitoring visit:

(a) Whether appropriate and safe techniques have been used in the provision of care;

(b) Whether the service plan has been followed as written;

(c) Whether the service plan is meeting the client's needs or needs to be updated;

(d) Whether the caregiver(s) has received sufficient training for the client;

(e) Whether the client is satisfied with his or her relationship with the caregiver(s);

(f) Whether follow-up is necessary for any identified issues or problems;

(g) Any adverse events, complaints or grievances involving the client since the last monitoring visit; and

(h) Any changes in the client's health, behavior or environment.

(5) The documentation required in section (4) of this rule shall include any narrative comments the client makes during the visit relating to subsection (4)(a) through (h) of this rule.

(6) If services are provided in a non-residential setting in accordance with the service plan, monitoring visits shall take place in the same setting that services are provided and must conform to the requirements set forth in this rule.

Notes

Or. Admin. Code § 333-536-0066

PH 26-2021, adopt filed 06/29/2021, effective 7/1/2021

Statutory/Other Authority: ORS 443.340

Statutes/Other Implemented: ORS 443.340