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716 Chapter 3:Processes and procedures • Section 5: Program integrity (07/2026) Reminder: The purpose of the use and disclosure must be specific to the individual or organization to which the information will be disclosed. If the purpose changes or is no longer applicable to the individual or organization named on the authorization form to receive the information, the participant must complete a new authorization before the information may be disclosed. Narration of A&D and MH information The A&D and MH narrative is for information that is: • From a treatment provider, and • Related to a participant’s A&D or MH diagnosis, prognosis or progress in treatment However, some A&D and MH information — such as that a participant was referred for treatment, attended a treatment appointment or was referred for a urinalysis (UA) — should still be narrated in the regular narrative. In addition, individual self-disclosure of A&D- or MH-related information should be narrated in the regular narrative. Information in the A&D and MH narrative should be limited to the minimum necessary to communicate the individual’s challenges. Secure A&D and MH narrative vs. a restricted A&D and MH narrative There are two different levels of security within the A&D and MH narrative for TRACS. This means the worker entering the A&D and MH narrative will have to choose a level of security. The two levels of security are the secure A&D and MH narrative and the restricted A&D and MH narrative. OR ACCESS and ONE are limited to one level of security. The secure A&D and MH narrative is used when an individual authorizes their A&D or MH treatment information to be disclosed to an entity such as ODHS|OHA. Authorization is given on the Authorization for Disclosure, Sharing and Use of Individual Information (MSC 3010) form. The secure narrative is viewable by group’s assigned access. For example, an A&D and MH narrative viewable by all Self-Sufficiency case managers in District 3 is a secure A&D and MH narrative. The restricted A&D and MH narrative is used when an individual authorizes their A&D or MH treatment information to be disclosed to only a specific worker or workers in the branch. (Authorization is given on the Authorization for Use and Disclosure of Individual Information (MSC 2010) form. For example, if an individual wants their A&D treatment information to be disclosed to only their Self-Sufficiency family coach, the information must be entered into TRACS as a restricted A&D and MH narrative, which means it will be viewable by only that family coach. Secure and restricted narratives are to be used for A&D and MH information only. Sharing information across programs Section (3)(b) of ODHS Privacy Policy AS-100-03, Use and Disclosure of Participant Information, states that “internal communication within the Department is permitted without individual authorization. . .” with the exception that “alcohol and drug, mental health and vocational rehabilitation record disclosure may be limited to particular program areas named on the authorization form. If such a limitation is noted on the authorization form, disclosure is limited to the parties named.”