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 Introduction 
Acknowledgements, Table of Contents, Use of this Guide, Introduction, Mission, Philosophy, Components of the Case, Management System, Case Management Process Flow Chart
Chapter I: How Individuals Become Eligible for DD Waiver Services
Eligibility Criteria, Applying for Waiver Services, Initial Financial Determination, Initial Clinical Disability Determination, Ongoing Eligibility & Reassessment by the Case Manager
Chapter II: Getting to Know the Individual
The Role of Assessment, Assessment Responsibilities, Case Manager Responsibilities, Assessment Matrix
Chapter III: Making the Most of Meetings
Meetings that Enhance the Individual’s Life, Preparing for an Effective Meeting, Meaningful Participation & Self-Advocacy, Starting off on the Right Track, Giving & Receiving Feedback, Facilitating Focused Discussions, The Problem Solving Process, Dealing with Disagreement, Reaching Consensus, Co-Facilitating Meetings, Understanding & Working with the Guardian, Resources on Guardianship
Chapter IV: Planning with the Individual
The Individual’s Team, Team Meetings, Guidelines for the Team, Case Management Responsibilities, The Planning Process,
Completion of the Individual Service Plan (ISP), Ongoing Roles and Responsibilities, Quality Assurance, Collecting Data on the Individual’s Progress, Guidelines for Progress Reporting, Review/Reassessment/Revision, Guidelines for Reviewing Action Plans, Dispute Resolution Process/Team Facilitation Process, Special Planning Considerations
Chapter V: Community Resources & Supports Community Resources & Supports, Networking, Natural Supports, Generic Supports
Chapter VI: Keeping Things on Track
Spending Time with the Individual, Telephone & Quarterly Report Monitoring, Special Issues to Keep an Eye On, Incident Management, Request for DDSD Regional Office Intervention, Resolution of Concerns Flow Chart
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Chapter VII: Record Keeping on Behalf of the Individual
Primary Record Contents, Required Information Maintained in the Case Management File, Documentation Procedures and Standards, Documentation Guidelines, Accountable Documentation Practices
Chapter VIII: Creating the Individual’s Budget & Billing for Services
Annual Resource Allotments (ARA), Services in Excess of the ARA, Exception Process, Authority and Responsibilities of the Case Manager, Completing the DD Waiver Individual ARA Budget Plan, Additional Services outside the ARA, Completing the Waiver Review MAD 046, Process for Changing Units, Approval or Denial of the MAD 046, DD Waiver Services and Basic Medicaid Benefits, Billable and Non-Billable Activities
Chapter IX: When An Individual Changes Services
When an Individual Changes Case Management Agencies, When an Individual Changes Service Providers, Suspension of Services, When an Individual Withdraws from Services, When an Individual is Terminated from Services, Death of an Individual
Appendix
Acronyms, Abbreviations & Terminology, ARA Rate Table, Client Individual Assessment (CIA) Form, Decision Tree: DD Waiver Eligibility, Risk Assessment & Planning Worksheet, Identifying Individuals at Risk for Aspiration & What to do About It, Meal Time Observation Checklist, Quarterly Review for Persons with Dysphagia/Risk of Aspiration: Day Program Site Visit, Quarterly Review for Persons with Dysphagia/Risk of Aspiration, Residential Site Visit, Sample ISP Meeting Agenda, ISP Form: Electronic Version, ISP Form: Hard Copy Version, Instructions: Developing and Documenting the ISP, Letter of Transfer & Receipt, Transfer of Records List, Level of Care (LOC), DDSD Decision Justification Form, DDSD Site Visit Form, DDSD Site Visit Form Instructions, MAD 046: Blank, MAD 046: Sample, Provider Request Form: Type 1 Action (Service Authorization), Provider Request Form: Type 2 Action (Personnel Qualifications & Payment Authorization), Request for DDSD Regional Office Intervention, Request for DDSD Regional Office Intervention Instructions |
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