• Assessment and Planning:
1. Completion of comprehensive assessment.
2. Utilizes person centered planning methods/strategies to gather information and to get to know the members supported. 3. Provides education and support to members in learning about and exercising rights and responsibilities.
4. Consistently completes discovery activities (information gathering and assessment) in advance of the planning meeting 5. Completes annual re-assessment of level of care for Innovations Waiver participants.
6. Completes the NC Innovations Risk/Support Needs Assessment for Innovations Waiver participants at least annually prior to the development of the ISP, and updated as significant changes occur.
7. Ensures that members/legally responsible persons are informed of services available, service options available (e.g. Individual/Family Direction for Innovations participants), processes (e.g. requirements for specific service), etc.
8. When discussing a proposed ISP with an Innovations Waiver participant, the care coordinator discusses the duration of the service requested by the participant, and assures that the proposed ISP requests authorization for that service at the duration requested by the participant during that plan year.
9. Assists members/legally responsible persons in choosing service providers, ensuring objectivity in the process.
10. Assists the member supported to direct the planning process/plan development, to the extent desired by the member. 11. Facilitates timely development of the Individual Support Plan and crisis plan (as applicable).
12. Actively collaborates with members supported and members of the treatment team to ensure development of a comprehensive plan that accurately reflects the individual’s needs and desired life goals.
13. Promotes use of natural/community resources through the assessment/planning process.
14. Ensures that assessments and plans are updated, as needed, whenever the individual’s life circumstances change. Submission of the Individual Support Plan and/or Revisions to the Individual Support Plan and required supporting documentation for Innovations Participants to Utilization Management at least annually, or as needed.
15. Ensures needed community-based resources and social support needs are addressed in participant’s ISP.
• Support Monitoring/Coordination:
1. Monitors to ensure quality care, health/safety of the member, as well as the continued appropriateness of services.
2. Monitors services on site, in all settings and on a schedule outlined in the participant’s ISP.
3. Closely coordinates care with the member’s IDD/TBI providers, physical health provider(s) and, when appropriate, behavioral health providers.
4. Supports psychotropic medication management as prescribed by medical providers, focusing on treatment adherence monitoring, side effects, and effectiveness of treatment, ensures that services are monitored (including direct observation of service delivery) in all settings.
5. Verifies that participants are satisfied with the services and supports they are receiving.
6. Makes announced/unannounced monitoring visits, including nights/weekends as applicable.
7. Monitors services and provider documentation for compliance with state standards, waiver requirements, and Medicaid regulations, as applicable.
8. Promotes problem-solving and goal-oriented partnership with individuals/legally responsible persons, providers.
9. Recognizes and reports critical incidents.
10. Promotes member satisfaction through ongoing communication and timely follow-up on any concerns/issues.
11. Coordinates with the member, the legally responsible person/parent/guardian, and members of the person centered planning team to ensure that needed changes are effectuated in a timely manner.
12. Coordinates and links all Medicaid funded services for the member, as appropriate.
13. Follows up on quality of care issues regarding health and safety and complexity of care for specific members.
14. Participates in Case Reviews/staffing with supervisor, I/DD Clinical Director, and/or Medical Directors as needed.
• Comprehensive Transitional Care and Follow-up:
1. Management of transitions of care for members moving from one clinical setting to another to prevent unplanned or unnecessary readmissions, ED visits, or adverse outcomes.
2. Ensures comprehensive transition planning to ensure that members will maintain, or access needed services and supports, transition to the new care setting, and integrate into their community.
3. Management of care transitions (e.g. provider changes, implementation of new service, critical staffing changes, etc) to prevent adverse outcomes.
4. Facilitates member engagement and follow-up care.
5. Ensures accurate, timely and effective communication is both obtained and provided to all parties involved in care transitions.
• Individual and Family Support:
1. Training the member in self-management.
2. Providing education and guidance on self-advocacy to the member, family members and support members.
3. Connecting the member and caregivers to education and training to help the member improve function, develop socialization and adaptive skills, and navigate the service system. 4. Providing information and connections to needed services and supports including but not limited to self-help services, peer support services and respite services.
5. Providing information to the member, family members and support members about the member’s rights, protections, and responsibilities, including the right to change providers, the Grievance and complaint resolution process, and fair hearing processes.
6. Health promotion, including promoting wellness and prevention programs.
7. Providing information on establishing Advance Directives, including advance instructions for mental health treatment, as appropriate, and guardianship options/alternatives, as appropriate.
8. Connecting members and family members to resources that support maintaining employment, community integration and success in school, as appropriate.
• Documentation and Fiscal Accountability:
1. Educates members/families on methodology for budget development, total dollar value of the budget and mechanisms available to modify the individual budget. Educates the member/families on waiver requirements/limits however, ensures services, as requested are outlined in the budget.
2. Verifies that services are delivered as outlined in person centered plan and addresses any deviations in service.
3. Ensures that service orders/doctor’s orders are obtained, as applicable.
4. Verifies member’s continuing eligibility for Medicaid and promptly follows-up on identified issues, as indicated.
5. Ensures that service orders/doctor’s orders are obtained, as applicable.
6. Proactively responds to an member’s planned movement outside the LME/ MCO geographic area to ensure changes in their Medicaid County of eligibility are addressed prior to any loss of service.
7. Coordinates Medicaid deductibles, as applicable, with the member/legally responsible person and provider(s).
8. Proactively monitors own documentation to ensure that issues/errors are resolved as quickly as possible.
9. Ensures all clinical documentation (e.g. goals, plans, progress notes, etc.) meet state, agency and Medicaid requirements.
10. Maintains medical record compliance/quality, as demonstrated by ≥95% compliance on Qualitative Record Reviews.