Assistive Care Services and Assisted Living for the Elderly Waiver

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Assistive Care Services and Assisted Living for the Elderly Waiver Services Coverage and Limitations Handbook Provider Qualifications and Responsibilities, continued Case Management Agency Qualifications, continued • Have case managers who have successfully completed Assisted Living Facility core training within six months of beginning to serve recipients under this waiver; • Develop and provide in-service training of at least 4 hours per year for case managers; training content and length must be documented in staff records. Training must include due process rights of consumers; • Conduct intake, screening, prioritization, and assessment of individuals in accordance with the DOEA Intake and Assessment Training Handbook, (Form 701D); • Maintain 24-hour, 7-day-a-week on-call staff capability for emergency services referrals including those from DCF and Adult Protective Services (APS) workers. Assess and initiate services within 72 hours, or in accordance with local protocols, if determined by the APS to be in need of immediate services to prevent harm; • Report suspected instances of abuse, neglect, or exploitation of disabled or elderly persons to the Florida Abuse Hotline; • Have procedures in place for making referrals, accepting referrals, and serving referrals from other agencies; • Initiate and maintain coordination among agencies providing service and referrals to consumer within the community; • Establish and maintain communications and coordination with other agencies serving clients in common; • Complete and maintain case records in accordance with the DOEA care plan handbook; • Have the staff and capability to collect, analyze, and transmit consumer demographic and service data electronically; • Have administrative and supervisory staff available on-site to provide oversight and direction to case management staff, ensure compliance with accounting and financial requirements, and develop and implement quality assurance measures including cost effectiveness; • Have adequate procedures in place to avoid any potential for conflict of interest between the role of case management and service provision; • Have a process to monitor quality provision of service providers; July 2001 4-7
Assistive Care Services and Assisted Living for the Elderly Waiver Services Coverage and Limitations Handbook Provider Qualifications and Responsibilities, continued Case Management Agency Qualifications, continued • Maintain caseloads no greater than 60 individuals; • Observe confidentiality requirements; • Have procedures in place which assure applicants and consumers are educated of their right to file a grievance and afforded all due process rights; • Prepare and update as needed a disaster preparedness plan which includes training and coordination with the local emergency management office; and • Maintain financial capability including having a minimum of a 60 day operating reserve in the form of cash or current credits. Case Manager Qualifications An ALE waiver case manager must have a bachelor’s degree in social work, sociology, psychology, or a related social services field and have one year of related professional experience. If the bachelor’s degree is not in a social services field, two years of related professional experience is required. Professional human services experience may substitute on a year for year basis for the educational requirement. An ALE case manager must be an employee of an enrolled case management agency and successfully complete assisted living core training within the first six months of employment. July 2001 4-8
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Assistive Care Services and Assisted Living for the Elderly Waiver

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