104 CMR 29.09 - Annual Review of the Individual Service Plan
(1) No later than one year from the date of
the last completed or substantially modified individual service plan, the case
manager, the client, and the client's legally authorized representative shall
complete a review of the client's individual service plan. The purpose of this
review is to:
(a) ensure that treatment and
services continue to be consistent with the client's strengths, preferences,
service needs and goals as identified in the comprehensive assessment of needs,
as it may have been revised;
(b)
determine whether there has been progress toward attainment of goals and
objectives stated in the client's individual service plan;
(c) ensure services continue to be, to the
maximum extent possible, consistent with the client's strengths, preferences,
service needs, and goals; and where appropriate, the strengths, preferences,
service needs, and goals of the client's family, and with the goals of the
individual service plan and are provided in the least restrictive
setting;
(d) to reassess, if
appropriate, the client's need for a guardian, or other fiduciary;
and
(e) ensure the client's
community service plans, if any, continue to be compatible with the individual
service plan and to determine if service goals have been met.
(2) Within ten business days of
the completion of the annual review, the case manager, together with the
client, shall convene a meeting to prepare an updated individual service plan.
In addition to the case manager and the client, persons invited to attend the
meeting shall include the client's legally authorized representative:
(a) current and potential service
providers;
(b) other Department
staff;
(c) any other person,
including family members, whose participation is requested or consented to by
the client or the client's legally authorized representative.
Preparation of the updated individual service plan shall include discussion of the factors outlined in 104 CMR 29.07(3)(b)2.
(3) A request for
authorization for DMH services recommended in the individual service plan that
have not been previously authorized shall be made to, and acted upon by, the
Area Director or designee within five business days of the individual service
plan meeting.
(4) The written
individual service plan shall be given to the client, or his or her legally
authorized representative, for acceptance or rejection as provided in
104 CMR
29.08.
(5) If at the time of the annual review it
appears that the client may no longer meet the criteria for DMH services, the
client will be referred for redetermination in accordance with the provisions
of
104
CMR 29.04. Action on any such redetermination
shall be subject to
104
CMR 29.04 and
104 CMR
29.13 or
29.14,
as applicable, and shall be subject to appeal pursuant to
104 CMR
29.16.
Notes
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