Case Review of Follow- Case Review of Follow- Along ServicesAlong Services

January 2005January 2005

BackgroundBackground• Interest in making programs better• Need to Facilitate between:

– DRS Counselors, and – ESO Employment Specialists

• Although CARF is now in place, CARF doesn’t look at DRS processes

• The approach can be adjusted to do case reviews of EES, crews and enclaves

• DRS purchases over $15 million in services from ESOs

Areas of InterestAreas of Interest

• Eligibility• Eligibility documentation

• Plans, Forms

• Service Provision• Interventions, timely, appropriate and sufficient

• Billing documentation

• Closure• Forms, Documentation supports case closure

ProcessProcess• Who

– ESOs providing SE Services

• When– Monthly visits (one/month)– 2 weeks notification

• Sample size of cases will vary

• Report with findings and recommendations– 6 month follow-up, if necessary

EligibilityEligibility

• Documentation of client disability meets DRS criteria for severity

• Individual Service Plan in file• LTESS application completed as required • Documentation indicates that DRS counselor approved LTESS

application• LTESS acceptance form in file • Documentation of stability before case moves in status

22/LTFA • Ongoing services form (SE Form 4) completed as required

before DRS case closure• At least two contacts per month w/client documented by

employment specialist for at least 90 days before DRS case closure

Service ProvisionService Provision

• At least one documented contact per month with client while in follow along & documentation indicates follow along services are sufficient for client to maintain employment

• Is there documentation that indicates employment specialist retrained client in any capacity, if so:– DRS post employment services used to fund retraining – Was LTESS billed for retraining services?

• Follow along hours documented on LTESS requisition/invoice match hours provided and documented in client file (including time for report writing and travel)

• For SEPD cases, DRS authorizations are in file – Documentation supports the hours billed on a monthly basis

ClosureClosure

• LTESS closure form completed if case was closed from LTFA

• Documentation supports case closure