Binder Review A
What 6 things can be easily found on a consumers face sheet?
Answer will vary (ex. Name & Address, Emergency Contact , Conserved, Diagnosis , Physician info , Medications )
What tab can you find the consumers Person Centered Plan (PCP) and how often should this document be revised ?
Tab 15 and should be revised every year
When is the employment readiness assessment completed and why is this important?
Answer will vary
The Employment Readiness Assessment is completed during the intake process. It serves as a tool for staff to gather information about the consumer's current abilities and determine the level of support they may need in various areas. (ex. Physical Assistance – Staff provides hands-on support to complete the task. Partial Physical Assistance – Staff provides limited hands-on support, with the consumer performing part of the task independently. Verbal Prompts – Staff provides spoken cues or reminders to help the consumer complete the task. Independent – The consumer is able to complete the task without any assistance.
In what tab can a Psychological Assessment be found ?
Tab 11
How often does a a photo release form need to be updated?
Photo Release does not need to be updated.
What's the difference between and IPP & an ISP ?
The IPP is the master plan developed by the Regional Center in collaboration with the consumer and their support team.
The ISP is a provider-level plan that details how the service provider will help the individual achieve the goals listed in the IPP.
Upon entry into the program, a consumer is typically required to provide documentation for the following two medical tests
Tuberculosis (TB) Test & Physical Examination
What does it mean when a consumer is medically conserved and conserved ? What can this document be found if the consumer is conserved ?
General Conservatorship : For adults who are unable to care for themselves or manage finances. The conservator may have authority over: Healthcare decisions, Housing, Daily care, Finances and assets
Medically Conserved: A person is medically conserved when the conservator has authority to make medical decisions on their behalf. This is often part of a Limited Conservatorship or General Conservatorship where medical decision-making powers are specifically granted.
You can find this document before all tabs
What information does the Admission Agreement provide to the consumer regarding the process of withdrawing from services?
Consumer may elect to withdraw from the program for any reason at anytime. It is requested that the consumer or his/her authorized representative provide the agency with 30 days notice of termination.
Where are 3 different places you can find a consumers list of medications and allergies?
Front of binder ( consumer face sheet), Tab 2 Consumer Identification Sheet, and Tab 4 Medical Consent Form
What does PIP stand for and why would a consumer want to try a PIP? If a consumer has a PIP what tab will you find the PIP authorization request and what tab will you file the PIP pay stubs?
PIP stands for Paid Internship Program.
It is a program designed to provide individuals with disabilities the opportunity to gain work experience and earn income through internships. The goal is to increase employability by building skills in real-world settings.
Tab 13 PIP Authorization POSw & Tab 15 PIP pay stubs
What are 3 consumer personal rights categories ?
Answer will vary, Full list : Make choices about, Dignity and humane care, Privacy , Participate in an appropriate public education program, Prompt medical care and treatment , religious freedom, Social Interaction and participation in community activities, Physical exercise and recreation, Be free from Harm , Be free from Hazardous procedures, Supports and services in the least restrictive environment
What is a Grievance Procedure and what tab is this document located?
A Grievance Procedure is a formal process that allows a consumer (or their representative) to raise concerns, complaints, or disputes about the services they are receiving. (ex. In the event the consumers needs were not met or consumer feels that services have not been rendered properly it is their right to use the following grievance procedure in verbal or written format.
Located in Tab 6
What are 4 objective examples a consumer may have on their Annual ISP?
Answer will vary ( ex. participate in program services 1-2 times a week to develop employment hard and soft skills , Participate in program 1-2 times a week to practice advocacy skills, obtain permanent employment / PIP of choice)
What date should the Annual ISP be updated ?
On the Consumers birthday!
What forms expire annually?
Consumer Personal Rights , Receipt of rights, Medical Consent Form, Release of information & Grievance Procedure
If a consumer declines to consent to a photo release, is staff still permitted to take a photo for the Consumer Identification Data Sheet?
What tab we find a consumers social security number?
Tricky Tricky ! We are not allowed to have the consumers social security number in our binders.
* If you come across their SSN in the binders please let your Program Director or Program Coordinator know.
What tab would let you know if a consumer is receiving SSI?
Tab 2 on the consumers face sheet and Tab 10 in the consumers IPP.
How often does a Semi Annual ISP get revised?
Every 6 months !
Bonus Scenario extra 200 points : A consumer David begins our Services on January 2nd 2025 and their birthday is June 16 1997 when will the next semi annual be completed?
Can you list all 15 tabs in order ?
1. Referral Form, 2. Consumer Identification Sheet, 3. Admission Agreement, 4. Consumer Rights/ Medical Consent, 5. Releases& Acknowledgements, 6. Grievance Procedure, 7. CRS-IL Assessments 8. Annual ISP, 9. Semi Annual ISP, 10. IPP , 11. Psychological Assessment, 12. CDER, 13. Purchase of Service (POS), 14. Case notes (discontinued) freebie 15. Misc Documents
What are the 7 documents that need to be signed by the consumer upon intake to the program?
No order necessary ( Admission Agreement, Consumer Personal Rights, Acknowledgement of receipt of rights, Medical Consent Form, Release of Information , Photo Release Form, Acknowledgement and receipt of handbook
What does POS stand for? Who do we reach out for to receive this document and why do we need this document?
A Purchase of Services (POS) authorization is required before initiating certain services for a consumer. To obtain this authorization, staff must contact the consumer’s Service Coordinator. We request this document for the purpose of securing approval and funding for specific services that support the consumer’s individual program goals. Having an approved POS ensures that services are delivered in compliance with funding requirements and the consumer’s Individual Program Plan (IPP).
What does CDER stand for and what is it ?
The CDER (Client Development Evaluation Report ) is a structured assessment tool used to track the development, functioning, and support needs of individuals receiving services through California Regional Centers. It is typically completed by service providers or Regional Center staff and is used for individuals with developmental disabilities. Purpose: To document a client’s current level of functioning in various domains (e.g., self-care, communication, mobility, social skills).To identify support needs and monitor progress over time. To support service planning, funding decisions, and resource allocation. To help in statewide data collection and policy planning.
What does ISP stand for and what is it ?
An Individual Support Plan (ISP) is a goal-driven document that identifies:
The individual's strengths, preferences, and needs. Specific goals and objectives tailored to the person’s development, independence, and quality of life. Support services needed to help the person reach those goals. Who is responsible for providing the services (e.g., staff, service providers, family).Timelines for implementation and review