Records Management and Documentation Manual

Implementation Date for the New Records Management and Documentation Manual – December 1, 2016

Overview of the Enhancements and Revisions to the Third Edition of the Records Management and Documentation Manual (RM&DM) 

The newly revised edition of the RM&DM and the appendix represent the culmination of many months of fine tuning based on input, feedback and edits received from LME-MCOs, providers, and subject matter experts in the Division of Medical Assistance and in the Division of Mental Health, Developmental Disabilities and Substance Use Services.  Policy changes which have occurred since the RM&DM was last updated in  2009 have been incorporated into this 3rd edition as well as various clarifications throughout the manual in response to questions and comments from the field.

The basic integrity of the RM&DM has been maintained, however, certain requirements that are no longer applicable have been removed (e.g., references to the ITR, ORF-2, CTCM).  There have been some changes in the organization of the manual for greater clarity and to reduce redundancy.  Some chapters have been merged or topics have been consolidated (e.g., Chapters 5 (Medical Necessity and Service Orders) & 6 (Service Authorizations).  Please refer to the detailed description of the enhancements and new topics in new edition of the RM&DM.

Please send any questions or comments to the RM&DM mailbox at:

APSM 45-2 Records Management and Documentation Manuals

2014 RM&DM [In Effect through November 30, 2016]

2014 RM&DM Appendix [In Effect through November 30, 2016]  

RMandDM 3rd Edition 9-1-16.pdf   [Effective Implementation Date –December 1, 2016]

RMandDM Appendix 3rd Edition 9-1-16.pdf   [Effective Implementation Date –December 1, 2016]