CORE-9 (Client Follow-up Record form) - Texas Department of State - dshs state tx Preview on Page 1

CORE-9 (Client Follow-up Record form) - Texas Department of State - dshs state tx 2026

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Definition & Meaning

The CORE-9, known as the Client Follow-up Record form, is a document utilized by the Texas Department of State Health Services. This form is integral for tracking communications and follow-up activities with clients, ensuring that follow-up processes are thoroughly documented. It includes several sections, such as client information, problem descriptions, contact attempts, comments, and signatures to confirm that the follow-up has been completed.

How to Use the CORE-9 Form

Using the CORE-9 form involves documenting client interactions and follow-up efforts systematically. Here’s how you can effectively use it:

Client Information: Start by filling out the client's personal and contact details. Accurately recording this information ensures all communication is directed appropriately.
Problem Description: Provide a detailed account of the issues or concerns raised by the client. This section should reflect the client's actual words to avoid misinterpretation.
Contact Attempts: List all contact attempts, including the date, time, and method of communication. This log helps in tracking the efficiency and frequency of follow-up efforts.
Comments: Include any additional observations or remarks related to the client interaction. This could cover new issues raised or feedback received during follow-ups.
Signatures: Conclude the form by obtaining the relevant signatures. This could include the client's signature as well as that of the person conducting the follow-up, providing formal acknowledgment of the completion of the follow-up process.

Steps to Complete the CORE-9 Form

Filling out the CORE-9 form follows a structured approach. Here are the detailed steps:

Gather Necessary Documents: Ensure you have all required information and documents before you start. This includes prior communications and client data records.
Fill Out Client Details: Provide client-specific information at the top of the form.
Detail the Problem: Clearly state the issue at hand, ensuring the descriptions are detailed and precise.
Log Attempts of Contact: Record each contact attempt. Include the method of communication, such as phone, email, or in-person meetings.
Add Observations: Enter additional notes or observations that may be relevant to future follow-ups.
Obtain Signatures: Once all sections are completed, collect the necessary signatures. This serves as a formal acknowledgment of the documented follow-up actions.

Key Elements of the CORE-9 Form

The form comprises several key components, each crucial to its function:

Client Information Section: Captures essential personal and contact details.
Problem Description Section: Outlines the client’s concerns or issues.
Contact Attempts Section: Documents the dates and methods of communication attempts.
Comments Section: Allows additional notes related to client interactions and follow-up actions.
Signature Section: Provides a space for formal authentication via signatures.

Who Typically Uses the CORE-9 Form

The CORE-9 form is typically used by professionals in the Texas Department of State Health Services who are responsible for client follow-up efforts. This might include healthcare professionals, social workers, and case managers tasked with ensuring client satisfaction and successful resolution of reported issues.

Important Terms Related to the CORE-9 Form

Understanding specific terminology can enhance clarity in using the CORE-9 form:

Follow-up Record: Documentation efforts post-initial interaction to ensure all client concerns are addressed.
Contact Attempts: Any formal attempts to communicate with a client, which require logging for accountability.
Client Signature: Client acknowledgment of actions taken or information provided.
Case Management: Coordinating client services to resolve issues effectively.

Legal Use of the CORE-9 Form

The CORE-9 form serves as an official document used to record client follow-ups. It is critical for maintaining accurate records that could be essential in legal situations, ensuring compliance with state record-keeping standards. It provides transparency in client-state agency interactions, which is crucial for accountability and trust.

State-Specific Rules for the CORE-9 Form

As a form used by the Texas Department of State Health Services, the CORE-9 must adhere to Texas state regulations regarding client interaction and documentation. It is critical to understand these requirements to ensure compliance, such as proper storage and handling of the forms, to protect client confidentiality and meet state mandates.

How to Obtain the CORE-9 Form

To obtain the CORE-9 form, individuals affiliated with the Texas Department of State Health Services can access it through the department’s internal document management system. Those outside the department may request it by contacting the relevant state office directly, ensuring they follow any applicable state protocols for document requests.

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