1023-5           DISCOVERY INTRODUCTION AND INITIAL VISITS

1. The CM Case Manager will conduct an introductory Discovery meeting including the CM, the client and the DS Discovery Services within 2 weeks following Discovery approval. The purpose of the meeting is to acquaint the client with the DS and to provide a full Discovery orientation (see Attachment 1a “Discovery Orientation.”)

1. The FFF Families First Facilitators acts as liaison to ensure the introductory Discovery meeting between the CM, the client, and the DS.

2. The FFF may attend the introductory Discovery meeting, if requested by the CM Case Manager or the DS Discovery Services.

3. The CM orients the client using a full Discovery Orientation (see Attachment 1a “Discovery Orientation”) during the introductory Discovery meeting.

4. At the introductory meeting, the CM provides the DS the completed packet, including the Family Network, Weekly Routines/Calendar, Profile Part I – partially completed, and current release of information forms (ROIs). The CM documents the introductory Discovery meeting as a CLNO Client Notes (see CLNO sample at end of this section).

2. During initial Discovery visits the DS Discovery Services meets with the client, and the CM Case Manager continues necessary case management (the DS is not a case manager) and FST Family Support Team meetings. The CM may be present for initial visits should the DS or client request.

1. The CM continues case management as needed for service coordination, FST meetings, and assistance to the client in carrying out Discovery activities.

2. The FFF Families First Facilitators is available to both the CM and the DS Discovery Services to provide consultation during initial Discovery activities.

3. The DS may contact the CM for additional information, as needed and with the client’s permission to begin Discovery.

4. The CM schedules an initial FST Family Support Team meeting after the first week of Discovery visits in order to introduce the DS as a new member of the FST, and to update the FST as to initial Discovery findings. The FFF may be invited to this meeting at the request of the DS or CM Case Manager as a resource for orienting the FST to Discovery.

The CM will develop a meeting agenda for the DS Discovery Services’ first meeting with the FST that includes the following:

1. A brief presentation by the DS regarding the process of Discovery

2. The role of the FST Family Support Team as contributors to Discovery through interviews and giving input to the Profile

5. The CM Case Manager must contact the DS as to the status of initial Discovery and keep updated as to the progress of Discovery, specifically any assistance needed to help the client complete appointments or to accompany a client to an appointment.

6. The CM must document initial Discovery activities in the form of a weekly summary as a CLNO Client Notes (see CLNO samples at end of this section).