Community Justice: Juvenile Services: Treatment Services

Series Descriptions

Series Title (Agency Series #): Description, Retention (Legal Citation)


Assessment & Treatment for Youth & Family (ATYF) Client Case Files (JSD8-001): Documents client case history. Records may include Multi-Dimensional Family Therapy (MDFT) case files, comprehensive mental health and substance use disorders assessments, reports, correspondence and supporting documentation.
Retention: 10 years after last service. (MOAR 166-150-0060(2); OAR 410-141-3180(12)) Retention updated 10/29/2018

Case Notes (JSD1-004): Documents observations concerning client cases.
Retention: Retain 6 years. (45 CFR 164.530(j))

Encounter Forms (JSD8-003): Documents that clients have been interviewed and accepted for treatment in the program. Forms include client name, demographic information, and billing information. These forms are maintained in client charts.
Retention: Retain 6 years. (45 CFR 164.530(j))

Incident Reports (JSD10-003): Documents incidents involving staff and/or program clients. Reports include date, time, location, persons involved, and a narrative description of the incident.
Retention: Retain 6 years. (45 CFR 164.530(j))

Mental Health Assessments (JSD1-001)
Retention: Retain 6 years after last activity. (45 CFR 164.530(j))

Unit Log (JSD10-002): Documents daily unit activities.
Retention: Retain 6 years. (45 CFR 164.530(j))