FAA2.A Verification and Cooperation : 06 Required Documentation
06 Required Documentation
 
(10/01/15 – 11/30/15)
Documentation must support determinations of eligibility and benefit level. Documentation must contain sufficient detail to allow a reviewer to decide that the determination is reasonable and accurate.
 
Written documentation must be clear and concise and placed in the case file(g).
 
The following are examples of where documentation may be written or keyed:
 
AZTECS screens that allow documentation including, but not limited to, Case Documentation Screen (CADO)
Health-e-Arizona PLUS screens that allow note entry including, but not limited to, Case Notes
Program forms
 
NOTE FAA program forms are located in the document center.
 
EXCEPTION
When unable to copy verification, see visually viewed verification for documentation requirements.
 
When a collateral contact is made, document the following:
 
Name, phone number and the title of the contact.
Information provided by the collateral contact (e.g., dates and amounts of pay, financial account balance, names of persons living at the address, etc.).
When obtaining verification through automated systems, verify that the information used to obtain the verification can be identified as the participant's (account numbers, etc.) and document the information. This includes but is not limited to telephone verification systems.
Date of contact.
 
NOTE The collateral contact’s address information should be obtained when it is available.