B-1270, Documentation Requirements

Body

Revision 26-3; Effective July 1, 2026

All Programs

Document how the person’s identity was authenticated. This requirement applies when disclosing individually identifiable health information and when contact occurs outside the interview.

Document:

  • The name of the personal representative (PR).
  • The reason a parent is not considered a PR for an unemancipated minor.
  • That the inquiring agency agrees to keep information confidential.
  • That the information is limited to the purpose of the disclosure.

Related Policy

Personal Representatives, B-1212
Unemancipated Minors, B-1212.2
Documentation, C-940
The Texas Works Documentation Guide