Required Reports by Frequency
A quick reference for which reports are required and how often.
Daily
- MAR (all medications given/refused/held)
- Shift notes (all shifts)
- Body checks (all members)
Weekly
- Behavior log summary (if behaviors occurred)
- Medication count (controlled substances — bi-monthly)
Monthly
- Incident summary (all reportable incidents)
- Client fund ledger (DDD-2036A)
- Fire drill log (monthly per home)
Quarterly
- Objective progress reports
- Health summary (all medical appointments)
- Behavior plan reviews (if active)
Annual
- Physical exams
- IPP (Individual Program Plan) documentation
- Staff training records
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