Wis. Admin. Code Department of Health Services DHS 61.34 - Evaluation services
Evaluation services are the systematic assessment of pertinent physical, psychological, vocational, educational, cultural, social, familial, economic, legal, environmental, mobility, and other factors affecting the individual with a developmental disability in order to develop a comprehensive service plan. Evaluation services shall include the initial formal evaluation as well as a mechanism for review and modification of the service plan.
(1) REQUIRED PERSONNEL.
(a) There shall be a case manager who acts as
coordinator.
(b) There shall be
additional personnel as necessary to meet the evaluation needs of the
individual. The evaluation shall, as needed, include assessments of a
physician, psychologist, dentist, optometrist, speech pathologist, audiologist,
professional vocational specialist, social worker, physical therapist,
occupational therapist, nurse, or teacher.
(c) The person shall be actively involved in
the evaluation process and family members, advocates or guardians of the
individual shall be included if appropriate.
(d) In conjunction with the implementation of
the service plan, staff within agencies shall be designated to provide
continuous evaluation of a person's performance within a service or
activity.
(2) PROGRAM.
(a) The case manager shall be responsible for
coordinating the formal evaluation. The formal evaluation shall, as needed,
include personnel who are able to provide a systematic interdisciplinary
assessment of physical, psychological, vocational, educational, cultural,
social, economic, legal, environmental, familial, mobility, and other
characteristics affecting the person with a developmental disability.
(b) A person shall receive a formal
evaluation within 30 days of the referral for evaluation services.
(c) All or portions of evaluations done by
local or state agencies such as local schools, centers for the developmentally
disabled, division of vocational rehabilitation (DVR) or technical college
system which are less than one year old shall be reviewed.
(d) The case manager shall ensure that a
written report is prepared which shall contain:
1. Recommendations on the nature and scope of
services needed to correct or minimize the disabling condition or conditions
and those services needed to promote or enhance the individual's total
strengths and assets.
2. The extent
to which the disability limits, or can be expected to limit, the individual and
how and to what extent the disabling condition or conditions may be corrected
or minimized.
(f) The
case manager shall be responsible for the development of a service plan based
upon the reports of the evaluators. The service plan shall be developed in
cooperation with the individual and the family. The service plan shall state
long and short-term objectives for the individual, services needed to meet
objectives and a timetable for their attainment. The service plan shall also
include agency case plans which shall contain outcome oriented, measurable
objectives and a timetable for their attainment. It shall specify the types of
activities in which the person shall participate and the activities shall be
appropriate to the age as well as the functional level of the
individual.
(g) The case manager
shall coordinate the implementation of the service plan and shall review the
agencies case plans and the written progress notes of the agency staff
concerning the individual's progress toward the objectives contained in the
service plan at least every 6 months.
(h) There shall be continuous evaluation
which shall be the responsibility of the case manager and agency staff. As part
of the continuous evaluation, the case manager shall hold at least an annual
review of the service plan. This review shall include the individual, those
persons responsible for providing services to the individual, and the family.
Any of the people involved in the original assessment, may be included. The
case manager shall ensure that a written summary report of the annual review is
prepared.
(i) The case manager
shall be responsible for coordinating formal re-evaluations of the individual
based upon the recommendations from the annual review.
(j) The case manager shall be responsible for
modifying the service plan based upon any significant change in the person's
functioning and shall coordinate the implementation of the revised service
plan.
Notes
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