Transcript SCSEP Customer Satisfaction Index (July 2005

Data Validation
Things to know
Categories
•Official Documents or Business Records
•Detailed Case Notes
•Requiring Participant or Third Party Signed Attestation
Official Documents or Business Records

Government records –

Medical records –

Grantee, sub-grantee, or host-agency
business records –

Other official or third-party business
records –

Use above as guidance to determine
whether particular sources meet the
standards of proof

Examples
Detailed Case Notes

Detailed Case Notes “consist of the case worker‘s own
documentation of his or her activities”.

Case notes can be based on information derived in person or by
telephone.
Must include three foundation elements:
I.
Name of the person who is the source of the information, his
or her phone number, and the person‘s organization and title or
relationship to the participant
II.
Name or initials of the person making the note
III.
Date on which the information was obtained, and the date on
which it was recorded, if different
Participant or Third Party Signed Attestation

Participant or Third Party Signed Attestation is
used when information is obtained directly from
the participant or, when appropriate, a
knowledgeable third party.

Signed attestation suffices ONLY IF there is no
evidence in the case file that contradicts the
statements made through attestation.
Signature and Dates

SSAI Validators will check that
signatures and dates exists on the
application and/or participant‘s
recertification form [matched to
SPARQ]