Generally, the following documents should be kept in your system:
- Tricare, Insurance or other Funding Source Paperwork:
- Documentation provided to or from a given funding source until the given issue is resolved and you have documentation of the resolution.
- Notes from conversations with insurance representatives (note the date, time, and name of the person with whom you’ve spoken).
- School Documentation
- Each final IEP
- Your notes as well as a copy of notes taken by school personnel
- Evaluation reports
- Other paperwork (e.g. notice of action refused, written requests you’ve made, notes from important conversations with school personnel)
- Therapy Documentation: this section refers to private, not school-based therapies
- Evaluation reports
- Progress Reports, including graphs of important data
- Home program documentation (when applicable)
- Other paperwork
- Any formal letters provided by therapists
- Notes from important phone conversations
- Other Medical Documentation
- Medical Evaluations
- Diagnostic evaluations are particularly important and helpful
- Other paperwork
- Referral documentation
- Formal letters provided by medical personnel
- Notes from important conversations with medical care providers
