Service Planning and Budgets
Service Planning and budget development start with person-centered thinking, planning and practice. The Individual Service Plan (ISP) is the document that results from the planning process. A budget with other required documents are gathered by the case manager who follows the appropriate submission process to obtain prior authorization so that services can be provided.
Individual Service Plan
The Individual Service Plan (ISP) is a person-centered plan based on an individual’s dreams, aspirations, and desired outcomes. The ISP includes services and supports necessary to achieve personal goals. The information gathered during the PCP process along with various assessments is used to create an ISP.
The ISP is compiled by the case manager and includes:
- A current written picture of the individual that includes life experiences, strengths, gifts, preferences, relationships, work/volunteer history, and challenges;
- Depiction of the individual’s life at present time;
- The individual's dreams and aspirations, long-term visions and desired outcomes;
- Supports and action plans sufficient to assist the individual to achieve desired outcomes;
- Medical, therapy and crisis plans needed to support not only desired outcomes, but also existing health, behavioral health, and therapy needs identified by the team to promote health, safety and quality of life, and
- Individual specific training requirements for team members to ensure the individual receives services from qualified staff.
Prior Authorization and Case Manager Toolkit
The case manager is responsible for submitting the Individual Service Plans (ISP), the budget forms and any other necessary documentation for service and budget approval.
The DD Waiver Program has a variety of information and resources to support an individual’s team to guide service delivery and promote the health and safety of the individuals.
Code of Ethics
Allocation and Annual LOC Submissions
- ICF/IID and Developmental Disabilities Home and Community Based Services Waiver Long Term Care Medical Assessment Abstract
- Comagine History and Physical Form
- 1915(c) Waiver Allocation and Transition Guide
Individual Service Plan
- 1915c Waivers Individual Transition Plan Checklist
- Incentive County List Updated 4.1.2022
- DDW Case Management: ISP for Adults Form (Request for DDW Fillable Forms)
- DDW Case Management: ISP for Children Form (Request for DDW Fillable Forms)
- DDW Case Management: ISP (Addendum A) - DDW Case Management: ISP (Addendum A)
- DDW Case Management: ISP (Addendum A) Instructions
- ANE Letter to Guardians or Family Members
- ANE Information Sharing Script for Case Managers
- DDW Case Management: ISP Assessment Tracking Sheet (Also referred to as Assessment Checklist). See ISP Assessment Tracking Sheet Instructions
- DDW Case Management: ISP Teaching and Support Strategies Form (Request for DDW Fillable Forms)
- HCBS Consumer Rights and Freedoms
- Acknowledgement for HCBS Consumer Rights and Freedoms
Budgets
- BWS V-TPA-2023 (Request for DDW Fillable Forms)
- BWS Instructions
- Submission instructions using the provider portal ( JIVA) systems are provided by Comagine, the New Mexico Third-Party Assessor.
Monthly Site Visits
- DDW Case Management Monthly Site Visit Form
- DDW Case Management Monitoring Activities Instructions and Guidelines
- THERAP Help and Support
Case Management Directors Meetings
Case Management Agency Directors attend a mandatory meeting each quarter to get updates and clarification on important DD Waiver Program Information.