N.M. Admin. Code § 8.371.5.13 - DEVELOPMENT OF THE INDIVIDUAL SERVICE PLAN (ISP) ASSESSMENTS
A. Assessment information, as described in
Subsection C of
8.371.5.13 NMAC, shall be utilized
to develop and revise the ISP. The individual, helper, family members and
friends shall be provided an opportunity to present their perceptions regarding
the individual's progress and current status. The observations and perceptions
of people who know the individual well shall be considered when decisions
regarding the ISP are made.
B. All
IDT members shall review clinical and other assessments and evaluations
completed on behalf of the individual. These assessments must be prepared with
enough time for adequate review prior to the annual IDT meeting. Service
providers preparing written assessment reports shall be responsible for
submitting these documents to the IDT members at least two weeks prior to the
scheduled annual IDT meeting. The case manager shall review written assessment
reports with the individual and guardian prior to the IDT meeting.
C. Relevant IDT members, including ancillary
service providers, shall prepare reports at least two weeks in advance of the
IDT meeting, based on their assessments of the individual's progress and
current status in the domain for which they are responsible. Reports shall
include, at a minimum, a client individual assessment (CIA) and a long term
care abstract (LOC) completed by the case manager at least annually in
consultation with the IDT; adaptive behavior scales completed by relevant IDT
members; assessments from the various disciplines providing services to the
individual (such as vocational evaluations, physical therapy evaluations,
history and physical, etc.); objective data to corroborate evaluation
information; reports by progress residential and day program providers;
information, historical or otherwise, provided by guardians or family members;
direct observations, especially during transitional periods. IDT members shall
report other relevant information depending on the individual's service needs.
Assessments shall be performed in settings normally utilized whenever
possible.
D. When the IDT
determines further independent assessment is needed, the team shall develop
action plans within the ISP that addresses the need for such an assessment,
including responsibility and timelines. Implementation of any action plan
related to independent assessment shall be monitored by the case
manager.
E. At the IDT meeting,
team members shall:
(1) elicit and develop
the individual's long term vision statement;
(2) review and discuss clinical and other
assessments and evaluation reports in relation to the individual's abilities,
interests, preferences and desired outcomes;
(3) review objectives, quantifiable data
information from the previous ISP to determine the effectiveness of services
and interventions and use this information when determining new or revised
outcomes, action plans and strategies for the ISP under development;
(4) use the comprehensive compilation of
client assessment information and the long term vision statement to perform a
functional assessment; this functional assessment identifies the supports and
services needed in assisting the individual in the attainment of the long term
vision; for example, the functional assessment may evaluate the use of an
interpreter as a support or assistive communication devices, environmental
modifications, etc.; and
(5) the
functional assessment shall reflect the experience, choices, cultural
background, skills, needs and abilities of the individual; this functional
assessment precedes the development of the action plan at the IDT meeting;
functional assessments shall reflect the individual's current skills and
abilities in relation to the individual's environment and community; functional
assessments shall include the interpretation of clinical assessments and
evaluations in assisting the individual in meeting the long term
vision.
Notes
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