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Case Management Project Details
This function entails the preparation of service plans, determining whether the
agency can provide the services, authorizing the provision of services, and managing
the delivery of those services.
A. SERVICE/CASE PLAN
1. Prepare and document service/case plan - The automated system will support case
plan development by documenting the services, available in the State, that are required
to meet the specific needs identified in the assessment function in such areas as:
- adoption: record and track information about adoptive placements and post-adoptive services, including subsidy benefits
- family preservation: institute in-home services
to prevent the need for placement
- foster care: determine and track level of care,
placement information, reunification services, legal requisites
- independent living: determine and track services to provide transitional living assistance for State
foster care youths
- interstate compact: process/submit supervision requests from/with
other states for children and youth
2. Identify and match services to meet client's case plan needs - The system will
provide automated support in the identification and matching of service needs and
available resources.
3. Record contact with and acquisition of needed resources/services - The automated
system will support and record the preparation of necessary service requests or
referrals.
4. Track and update service/case plan - The automated system will support the monitoring
of the progress of plan and update of the service/case plan in the electronic case
folder.
5. Match client to placement alternatives, if needed - The system will provide automated
support in the identification and matching of clients with available placement alternatives.
6. Generate documents as needed - The automated system will support the generation
of alerts, notices, and reports as necessary to track the progress of the service/case
plan.
7. Request and record supervisory approval of plan, if needed - The automated system
will provide support for obtaining supervisory approval of the service/case plan.
8. Compute estimated and track actual costs of resources/services - The automated
system will include a component which estimates and tracks the costs of required/provided
resources and services to assist in service/case plan management and tracking.
9. Identify program outcome measures - The automated system will include a component
which identifies and tracks program outcome measures.
B. CASE REVIEW/EVALUATION
1. Generate alerts to conduct case review/evaluation as needed - The automated system
will support the timely identification and continued tracking of cases requiring
review/evaluation.
2. Conduct and record results of case review - The automated system will support
the case review process and provide for documentation of the reassessment decisions
in the electronic case folder, including documentation of action items resulting
from the reassessment.
3. Generate documents, notices and reports based on review as needed - The automated
system will support the generation of documents, notices, and reports during, or
resulting from, the evaluation process.
4. Record collateral contacts - The automated system will provide for the recording
of client collateral contacts and information resulting from those contacts.
C. MONITORING SERVICE/CASE PLAN SERVICES
1. Track and record services identified in the service/case plan - The automated
system will provide for the recording in the electronic case folder of the types,
duration, and frequency of services.
2. Generate documents, notices and reports - The automated system will support the
generation of documents, notices, and reports to track the services needed and provided
to the client.
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