Clarifications on Case Management 90 Day Checklist
Date:
November 17, 2002
To:
All DDRS Waiver Case Managers and Targeted Case Managers
From:
Chris Newman, BQIS
Subject:
BQIS Bulletin 4: Clarifications on Case Management 90 Day Checklist
I want to thank case managers who have already provided feedback and suggestions on the checklist and to remind everyone that the Bureau of Quality Improvement Services (BQIS) will be sending out a questionnaire within the next month to give all case managers the opportunity to provide feedback before the checklist is finalized. Data from the pilot along with the feedback and suggestions provided by case managers will be reviewed by a focus group of case managers who will then assist the Division of Disability & Rehabilitative Services (DDRS) in streamlining the checklist. BQIS will also provide training on the finalized checklist.
If you have any questions about the transition monitoring process, please contact us at 317-234-1148 or by email at Lydia.Ott@fssa.in.gov.
Question 1: Does the checklist need to be completed in the family home if the individual receiving services is not receiving any services in the home? Several families receiving services on the support services waiver feel it it too intrusive.
Response: If the person is not receiving any services in the home, then the checklist can be completed at the primary source of service delivery instead of in the home. However, if any services are provided in the home, then the checklist should be completed at the home to assure that appropriate supports are in place.
Question 2: Can the answers to the previous checklist automatically be transferred to the current checklist so that the case manager only has to change the response to questions where there has been a change in the past 90 days?
While this suggestion would allow for greater efficiency when completing the checklist, this must be weighed against the independent unbiased review that the checklist is trying to assure is completed every 90 days. Therefore, this suggestion will be reviewed and discussed by the focus group, which will make a recommendation based on information and input.
Question 3: Sometimes a 90 day checklist is scheduled but then has to be rescheduled due to an illness in the family, etc. Is there any window or cushion beyond 90 days in case this type of situation occurs?
I understand that appointments are cancelled and things can interfere with the completion of the checklist. Therefore the system has been set up so that there is a 10-day cushion or window before the checklist is considered overdue. However, this should not be a common occurrence among your caseload. I also want to remind everyone that the checklist can be scheduled for any time, you do not have to wait for 90 days.
Question 4: If I do complete the checklist 60 days after the last checklist, can I then wait 120 days, which would be 90 days after the checklist was actually due?
No, the longest an individual receiving services should go between the checklists is 90 days, plus the cushion when absolutely necessary (se question 3). If you do the checklist at 60 days, then the next checklist will be due 90 days from the date that checklist was completed.
Question 5: It is my understanding that I do not need to completed the checklists until someone is actually on a waiver. If I am working with someone who has been targeted for a waiver but has not started services then I am not required to do the checklists. Is this correct?
No, the checklist is for anyone receiving services, including case management services, not just for those people receiving waiver services. However, many of the questions will not be applicable, since the person is not receiving services other than case management. The intent is to assure that there are no significant changes in the person's life. If there are, then it is expected that the case manager assist the person and his or her family in connecting with whatever supports or services are available to help them until the waiver services can begin.
