All documentation should be filed at least weekly for each case including: intake and agreement forms, search results, family correspondence (including letters, emails, FB messages), email correspondence with CUA, DRO, CUA referral and other case history documentation, weekly progress note report date records, midpoint, closing and extended closing reports, termination forms, 90-day follow-ups, self-audit sheets and any other necessary documentation. PHMC serves as both a direct service provider to individuals, families, and communities across the region and as an intermediary agent - managing large-scale contracts, government and philanthropic partnerships, and multidisciplinary initiatives that require operational sophistication, strategic leadership, and deep mission alignment.