1023-6         CASE MANAGEMENT AND DISCOVERY SERVICE INITIATION

1023-6 A.     Ongoing Families First Services

Continuity of Work Services regular case management services is an expectation through the provision of Discovery services

1.  Case Management Continues

From the initiation of Discovery through the continuum of services the CM Case Manager must provide all primary Work Services  case  management to ensure the stability of the FF Families First client/family.

2.  Regular Discovery Services Communication

The DS Discovery Specialist and CM Case Manager will contact each other as needed to:

• verify the status of the FF Families First client’s participation in Discovery activities;

• note issues that may impact service needs or work;

• request assistance from the CM Case Manager to help the FF Families First client complete appointments; and/or

• make service referral recommendations as appropriate.

Note:

The CM Case Manager must document weekly DS Discovery Specialist verification documentation as well as noted issues and action plans in CMS Case Management System.

3.  Identification of Challenges

The DS Discovery Specialist and the CM Case Manager must contact one another at any point if issues arise that impact the FF Families First client’s participation in Discovery and work with the CM Case Manager to problem-solve such issues.

1023-6 B.     Discovery Specialist Contacts CM upon Referral

The DS Discovery Specialist  will make initial contact with the CM Case Manager  following the DSC Discovery Services Coordinator’s receipt of notice of the client’s agreement to participate in Discovery services, formalized in the client’s FSSP Family Self Sufficiency Plan or IFSSP Informed Family Self Sufficiency Plan.  The purpose of the contact is  to obtain the client’s contact information (ex: phone, message phone, e-mail, postal address, physical address). The CM must familiarize the DS  with the participant’s current services, significant issues and status related to proceeding with Discovery. After the CM has provided the DS basic client contact information, the DS will proceed to attempt to contact the client and initiate an introductory visit within approximately 1 week.

Note:

The CM Case Manager documents any contact by the DS Discovery Specialist as a CLNO Client Notes in CMS Case Management System.

1023-6 C.     Discovery Specialist Contacts Client upon Referral

The DS Discovery Specialist will contact the FF Families First client (The DS Discovery Specialist refers to the FF Families First client as a “participant”) within 2 business days of assignment to inform him/her of the initiation of Discovery services and to schedule the introductory visit. Target date of the first meeting is within 1 week of the DS Discovery Specialist assignment, at a time and place comfortable to the FF Families First client. The participant is free to invite any natural support or paid service provider to the introductory meeting.

1023-6 D.     Discovery Specialist Confirms Contacts

The DS Discovery Specialist will inform the CM Case Manager when successful contact was made with the FF Families First client. If delays occur, the DS Discovery Specialist must contact the CM Case Manager and problem-solve ways to encourage DS Discovery Specialist and FF Families First client contact. The DSC Discovery Services Coordinator is a liaison to assist problem-solving and ensure the introductory meeting, as well as future visits are carried out.

Note:

CM documents this contact as a CLNO Client Notes in CMS Case Management System.

1023-6 E.    Case Manager Packets

In advance of the introductory meeting, the DS Discovery Specialist  will contact the CM Case Manager to coordinate a time to pick-up a packet prepared by the CM Case Manager . The packet will include: a copy of the Family Network, Weekly Routines/ Calendar, and current release of information forms (ROI).