Client Intake: Document how you assess new clients — needs, preferences, medical history, emergency contacts. Intake must occur before services begin.
Service Agreement: A written contract between client (or representative) and agency specifying services, schedule, fees, cancellation policy, and client rights.
Care Plan: An individualized plan for each client that describes the care to be provided, who will provide it, frequency, and how goals will be monitored.
These documents demonstrate your agency's operational readiness and compliance with CDSS expectations.