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2.

Level of Case Management.  The level of case management is based on the needs of the client as identified in his or her individual care plan.

3.

Duplication of Services.  Case Management services must not duplicate case management services currently provided under any other program.

4.

Choice of Providers.  Eligible clients have the option to select among qualified case management providers.

5.

Staffing.  There must be adequate, qualified staff to maintain appropriate client/staff ratios to assure quality of service delivery and client satisfaction

6.

Comprehensive Service Plan Development.  To the extent possible, the development of a service plan shall be a collaborative process involving the client, family members, and other support/service systems.

A.

A written service plan must be developed and implemented within thirty (30) days after the client chooses a Case Management agency.

B.

The plan must be updated at least quarterly (every 90 days).

C.

The plan must address the service needs of the client as identified in the current assessment.

D.

The individual’s service plan must contain at least the following:

1)

A list of problems (areas of concern) and needs identified during the assessment;

2)

Overall goals (desired results) to be achieved consistent with the client's service needs and assessment;

3)

Reference to all services and contributions provided by the informal support system including the actions, if any, taken by the case manager to develop the support system;

4)

Identification of the nature, amount, frequency, and duration of the case management services required by the client;

5)

Selection of the nature, amount, type, frequency, and duration of services will be determined with the participation of the client, the client’s informal support network, and providers of services;

a)

Documentation of who participated in the selection of services;

b)

Schedules for Case Management monitoring and reassessment;

c)

Documentation of unmet needs and service gaps;

d)

References to any formal services arranged including costs, specific providers, payer, schedules of service initiation, frequency or anticipated dates of delivery;

e)

Concrete measurable goals, objectives, and interventions;

f)

Time frames for achievement of the case management goals and objectives.

7.

Case Manager Contact.  At least every thirty (30) days, depending upon the level of case management provided, case managers must have contact with the client, legal

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