24.219.422    GENERAL SUPERVISION AND RECORDKEEPING REQUIREMENTS

(1) A supervisor must meet the requirements of ARM 24.219.421.

(2) Candidates must maintain the following records for a minimum of seven years from the date of licensure or seven years from the expiration of their candidate license if they do not obtain a Montana license:

(a) names and license numbers of candidate and supervisor;

(b) date and length of supervision sessions in increments not less than 15 minutes with a description of the supervised work experience as required under ARM 24.219.504, 24.219.604, 24.219.704, or 24.219.5008;

(c) content summary of the supervision session (excluding confidential information);

(d) content demonstrating the candidate's developing competence under ARM 24.219.504, 24.219.604, 24.219.704, or 24.219.5008; and

(e) supervisor attestation within the record that the records are accurate.

(3) CBHPSS must maintain the following records seven years from the date a supervisor ceased to supervise the CBHPSS:

(a) names and license numbers of candidate and supervisor;

(b) date and length of supervision sessions in increments of not less than 15 minutes with a description of supervision;

(c) content summary of the supervision session (excluding confidential information); and

(d) supervisor attestation within the record that the records are accurate.

(4) Candidates, CBHPSS, and supervisors must comply with applicable client privacy laws.

(5) Supervisors must:

(a) review and sign all reports and/or assessment interpretations and results sent to other public or private agencies that affect the current status of a client;

(b) preapprove on a continual and ongoing basis all therapeutic interventions or supportive interventions and the assessment results and interpretations used in the planning and/or implementation of those therapeutic interventions; and

(c) maintain records showing licensees have met the supervision requirements in this rule for a minimum of seven years after the date the supervisor ceased to supervise the candidate or CBHPSS.

(6) The supervisor may be subject to disciplinary action for failure to adequately supervise the candidate or CBHPSS under this board's statutes and rules.

(7) The department may request records from candidates and CBHPSS at any time.

(8) The department may annually randomly audit a board-determined percentage of candidates and CBHPSS who have renewed their licenses to evaluate:

(a) whether records are being maintained in compliance with this rule; and

(b) that the supervision requirements of this rule and ARM 24.219.504, 24.219.604, 24.219.704, or 24.219.5008 are being met.

(9)  A candidate or CBHPSS cannot practice without a supervisor as described in this chapter.

(10) When there is a change in supervisor, the following individuals must notify the board no later than 20 business days following the change using forms provided by the department:

(a) the candidate or CBHPSS;

(b) the new supervisor; and/or

(c) the individual ceasing to supervise a candidate.

(11) The supervisor, candidate, or CBHPSS may be subject to disciplinary action for failure to report a change in supervisor. 

(12)  A candidate must provide an update to the department within 20 business days if there is a substantial change in the candidate's training and supervision plan.  An updated training and supervision plan or a change in supervisor does not require additional approval unless there is reason to believe the update does not conform to the board's training and supervision requirements.

(13) The candidate or CBHPSS and supervisors are responsible for ensuring compliance with the statutes, rules, and standards pertaining to the practice at all times.

History: 37-1-131, 37-39-201, MCA; IMP, 37-1-131, 37-39-202, 37-39-307, 37-39-308, 37-39-309, 37-39-310, 37-39-311, 37-39-312, MCA; NEW, 2019 MAR p. 2371, Eff. 12/28/19; AMD, 2020 MAR p. 1517, Eff. 8/8/20; AMD, 2024 MAR p. 279, Eff. 2/10/24.