R03-714 Supplemental Requirements for Case Management Services

A. Case Management Services assist individuals to become more self-sufficient through an array of services which assess, plan, implement, coordinate, monitor and evaluate the options and services to meet an individuals needs, using communication and available resources to promote quality, cost effective outcomes.

Review policy and procedure manual and verify it reflects the requirements as stated in R03-714 A.

 

B. A licensee who offers case management services shall ensure that:

1 Case management services are provided at all levels of care, if applicable,

2. That a professional relationship between the case manager and the clients served is established,

3. Identified services for a client are completed prior to a planned discharge, and

4. Policy is developed and implemented in regards to case load size, based on the type of services provided by the agency.

Review policy and procedure manual and verify it reflects the requirements as stated in R03-714 B.

 

C. Case management services may consist of the following:

1. Coordination of treatment services and support systems including providers, family members, and peers,

2. Client advocacy to help the client’s achieve their individualized treatment plan goals and objectives,

3. Dissemination of education and prevention information to the client, the client’s family members and peers, and other individuals involved with the client’s treatment,

4. Identification of resources available to the client such as:

a. Housing resources,

b. Financial resources,

c. Vocational and educational resources,

d. Ancillary service providers,

e. The client’s family members or significant others to be included in the treatment process.

Review policy and procedure manual and verify it reflects the requirements as stated in R03-714 C.

 

D. A licensee shall ensure that each case manager providing services document:

1. A list of client’s needs from the initial assessment including strengths and cultural factors;

2. Case management progress notes, according to R03-604, in the client’s record to reflect implementation of all case management services;

3. Case management interventions related to specific goals in the client’s treatment plan, according to R03-606.

Review policy and procedure manual and verify it reflects the requirements as stated in R03-714 D. Review client files to verify services provided are documented in progress notes.