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BAM 300 4 of 14 THE CASE RECORD BPB 2026-016 7-1-2026

BRIDGES ADMINISTRATIVE MANUAL STATE OF MICHIGAN DEPARTMENT OF HEALTH & HUMAN SERVICES

Confidential Nature of Case Records Federal and state laws restrict the use and release of client information; see BAM 310, DEPARTMENT POLICY. Record Retention Paper, ECF No case record material can be removed and/or destroyed unless MDHHS policy regarding retention and disposal is met. The Department of Technology, Management and Budget has general instructions for record management at www.michigan.gov/records management. Specific local office requirements are found on the MDHHS-Net under Toolbox / MDHHS Record Retention and Disposal Schedules and Records Management Manual. PACKETS/TABS Paper case records must have information organized into packets. Each case record will have an eligibility packet and a vital statistics packet. The other packet types, such as; child development and care, emergency programs, incorrect issuance (recoupment), legal and medical will be required if it pertains to the case record. The ECF has information organized into tabs. Each record will have an application tab and a vitals tab. Other examples of tabs include income, assets, etc. Documents in the ECF are stored chronologically from oldest to newest. Eligibility Packet Paper The first page of each packet is a DHS-3524, Case Record Packet Cover. Fasten packets in the upper left corner. Generally, material is to be filed chronologically, the most recent information at the back of the packet. Use this packet for information related to current eligibility and benefit amount. File certain documents in the vital statistics packet. Place the following eligibility material (when applicable) in the order listed below: