Handbook Revision, February 1, 2023

This revision of the Statewide Intake Policy and Procedures Handbook was published on February 1, 2023. Summaries of new or revised items are provided below.

IMPACT Person Searches (PATS 13851)

This policy revision clarifies when the intake specialist relates unknown persons based on IMPACT history.

See:

2410 IMPACT Person Searches

2411 Reports and Persons That Require Person Searches

2412 Person Search Results

2413 Special Types of Matches from Person Searches

2413.1 If Match Is to a Staff Record

2413.2 If Match Is Uncertain

2413.3 If Match Is Based on Household Composition from a Prior Case

2414 Potential Duplicates in Person Search Results (for Intakes and CRSRs)

2415 Corrections to Names, Contact Information, and Demographics after Relating

Referred to HHSC (PATS 13858)

This policy revision adds an explanation and links to other sections of the handbook to clarify that an extra I&R is not needed when completing an intake for APS or Provider Investigations (PI) (Facility or Community) because those programs will notify Health and Human Services (HHS) Complaint and Incident Intake (CII) of any concerns.

See:

3172 Referred to HHSC

Sensitive Reports (PATS 13859)

This policy revision clarifies the reasons a report needs to be sensitive and how to document sensitive reasons in I&Rs going to outside agencies.

See:

2831 Sensitive Reasons

2831.1 Sensitive Designation for Reports Involving Staff Members, Contractors, and High-Profile People

2831.2 Specific Situations Requiring Sensitive Designation

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2833 Documenting a Sensitive Report