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 PLANNING IS A WAY OF FIGURING OUT WHERE SOMEONE IS GOING AND WHAT KIND OF SUPPORTS THEY NEED TO GET THERE 2015 Person-Centered Planning Overview for.

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Presentation on theme: " PLANNING IS A WAY OF FIGURING OUT WHERE SOMEONE IS GOING AND WHAT KIND OF SUPPORTS THEY NEED TO GET THERE 2015 Person-Centered Planning Overview for."— Presentation transcript:

1  PLANNING IS A WAY OF FIGURING OUT WHERE SOMEONE IS GOING AND WHAT KIND OF SUPPORTS THEY NEED TO GET THERE 2015 Person-Centered Planning Overview for Providers & Case Managers

2  Review of person centered planning cornerstones.  Discussion of caseworker and provider roles and responsibilities in the PCP process.  Learn about the process from start to finish. Goals for Today

3 It’s about…  discovering peoples capacities  creating a vision for a future  developing the supports  building community connections and relationships  increasing valued roles PRESENCE, CHOICE, COMPETENCE, RESPECT, COMMUNITY PARTICIPATION Purpose of Planning & What to Remember

4  Required planning process for adults receiving developmental services in Maine.  Meets regulatory requirements, addresses resource allocation, communicates changes, and ensures consistency and accountability.  Involves identifying and describing needs, goals and support services for person to live meaningful and self-directed life.  Individual and their families direct the person-centered planning process.  Goals are person-focused and personally defined. Person-Centered Planning Regulatory Requirements

5 The PCP process must be used for all …  WAIVER Section 21 and Section 29 members and people on those wait lists.  ADW members receiving DS case management.  Non-waiver people who only receive DS case management.  Limited Benefits or Non-MaineCare people who only receive DS case management (state cm only.)  Adults with ID/MH receiving Mental Health or Children’s case management and getting Section 21/29 Waiver. Who is the PCP Process For?

6 People who reside in …  ICF/IID  Nursing  Group  Anyone who resides in a Nursing Facility The Plans will be done by the facility they live in Who is this NOT for?

7 PCP process has been streamlined with a refocus on the person…  Case Managers coordinate the process and ensure requirements are met.  Provider Agencies are MaineCare Service Planners (home, community, employment/career.)  Plans are entered into EIS as an assessment, providing ease of access and continuity of where items are tracked. Case Managers as Plan Coordinators

8 Center for Medicare and Medicaid Services Conflict Free Case Management  Need for informed choice and control by the person  No conflict between PCP and being paid for a service Why CMs as Plan Coordinators?

9 As you plan remember the inherent tension between systems and people… Acknowledge the tension and remember that people come first…  Person-Centered vs. System-Centered by Dr. Beth Mount

10  A “key” or “linchpin” service  Case managers act as an agent of the state human service system and an agent of the individual (first) and family.  The “system” needs case management to keep the world running.  The individual and family rely on case management to help them build and sustain lives. Robin Cooper, NASDDS Case Management is…

11 Who might be there?  Person  Guardian, family, friends  Correspondent (OAB)  Caseworker (MANDATORY)  Agency staff  community, work/career and home  Professionals involved – OT, PT, therapist, doctor  DRC Advocate can be invited if Person wants The Person chooses who to invite, when and where to meet, who facilitates, what’s on the agenda. Who is Involved in Planning?

12 For the person and family all providers….  Engage in high quality, person-centered planning that keeps the full focus on the person  Provide information, assistance and navigation of community resources  Provide knowledgeable and thoughtful strategies to assist people with what is important to and important for them on behalf of…  Be the front person for solving system problems of outcomes and quality on behalf of… Your Role in the PCP Process… Robin Cooper, NASDDS

13 For the systems management Case Managers…  Are the front line on coordinating, monitoring, quality compliance, outcomes and health & safety  Uphold key Medicaid requirements  Ensure informed choice and freedom of choice  Assure rights are protected Your Role in the PCP Process Robin Cooper, NASDDS

14 Phase One: Process Coordination Part 1 The Case Manager works with the person to:  Determine when and where meeting will occur, who will be invited, begin developing agenda, determine facilitator  Send out notices/invitations  Ask if the person wants a DRC Advocate, invite as decided The Four Phases to Planning

15 Phase One: Process Coordination Part 1 The Case Manager will also:  Secure a meeting space  Ensure Service Planning & Goal Descriptions are entered by agency 30 days prior to plan meeting in EIS  Review Reportable events, IST, Safety Plan, Severely Intrusive Plan, if applicable  Begin working on the Face Sheet The Four Phases to Planning

16 Phase Two: Service Planning  The Service Provider (home, community, work/career) MUST talk with the person to develop Service Descriptions and Goals for each MaineCare Service provided.  The Case Manager MUST talk individually with the person to develop Ancillary and Case Management Service and Goal Descriptions.  Service Planning comes from understanding the person’s capacities, needs, desires, interests and goals for the next year.  Based on conversations with the person and support staff the Service Providers will complete the required descriptions in EIS for MaineCare Services. The Four Phases of Planning

17 An outcome the person wishes to achieve and is…  Written in plain language  Observable- you can “see” it  About what the person wants to do (important to the person not for the person)  A balance between detail and open-endedness  Gives meaning to the Person’s life  Connects to one of the 5 Accomplishments What is a Goal?

18  It is not a Service Description…  or a “Hab Plan” or Plan of Care…  or to measure percentages of success or number of trials.  It is not always an activity that relates to the services described…  or a “program.” What a Goal is Not…

19 Phase Three: Process Coordination Part 2  The Case Manager….  Ensures EIS process and service/goal descriptions are complete.  Reviews Assessments/Forms for themes, conflicts, issues and resolve prior to plan meeting.  Completes Profile section of Personal Plan Narrative.  Meets with the Person/Guardian to review Service & Goal Descriptions submitted and ensure they reflect the Person’s informed choice of service provider, supports and meaningful goals.  Works with Person/Guardian to identify any sensitive issues and makes plan to address them outside of the plan meeting.  Finalizes meeting agenda with Person/Guardian.  Documents discussion and review of informed choice in the Personal Plan Narrative “Summary of Process Coordination.” The Four Phases of Planning

20 The Case Manager…  Meets with the person (and guardian) without the agency present prior to the Plan Meeting to:  Discuss proposed Home, Community, Work/Employment, Career Planning, Ancillary, Case Management, Assistive Technology Service & Goal Descriptions (can print and bring Descriptions from EIS)  Discuss past year, what is important to and for the person  Discuss upcoming year, what they want and need to do  Review (and document) choice of services available to them through the Waivers and ensure they understand choice of providers, including case management  Cover required conversations and any pre meeting items, such as sensitive issues, agenda, time, place, facilitation, etc. Reviewing Service & Goal Descriptions with Person & Guardian

21 Phase Four: Personal Plan Meeting  The Focus Person and their team meet to review proposed plan as a whole, discuss how to coordinate goals across service areas, and plan how to enhance opportunities for community inclusion.  Providers Role:  Attend meeting to participate in coordination of goals across service areas. Review the MaineCare Service Descriptions submitted for the Service Area(s) they cover.  Case Manager Role:  Facilitates meeting agenda (unless person chooses another facilitator or facilitates them-self, including items on Narrative.  Ensure any changes to Service & Goal Descriptions identified at the meeting are made in EIS (by the Provider of Service) prior to end of plan. The Four Phases of Planning

22 The meeting is a time to put all the pieces together….  Review the pre-determined Agenda  Go over ground rules, time, housekeeping, facilitation & note- taking  Discuss Service Planning – agencies must attend and review goals and services (Home, Community, Work, Career)  Goals the person wants to achieve  Discuss required conversations  Employment, guardianship, health & safety, unmet needs, communication, coordination of goals and services across service areas, communication  What’s been proposed - does anything need to change? The Plan Meeting

23  Health & Safety (health risks, behavioral risks and personal safety)  Employment (plan for and potential barrier(s) to)  Guardianship (need, type and alternatives)  Coordinating goals across service areas  Communication (style and barriers to communication)  Unmet Needs (dental, housing etc.) Required Discussions

24  Service Planning begins prior to date the Service & Goal Descriptions must be completed in EIS.  Completed Service & Goal Descriptions in EIS occurs at least 30 days prior to scheduled Personal Plan Meeting.  Personal Plan Meeting must be no more than 45 calendar days prior to the Effective Plan Date.  Effective Plan Date is a FIXED month and day (does not change) from year to year. PCP Plan is complete** and approved by Case Manager.  Waiver Reclassification Date – This is a FIXED month and day (does not change) from year to year. Complete** PCP must be received by the Resource Coordinator 30 calendar days prior to Re-class Date. The plan should be less than six (6) months old at the time of the member’s eligibility determination or redetermination. Required Timelines

25  The date upon which services described in the plan start is fixed and in force for 365 calendar days. The effective plan date is the same day each year.  The new plan cannot be more than 365 days from the current plan.  The planning meeting must be held no more than 45 calendar days prior to the effective plan date.  The Plan Meeting date is NOT the same as the Effective Plan date.  Waiver Re-class – plan cannot be older than 6 months from Waiver date. Effective Date

26  The Face Sheet, Personal Plan Narrative, Service Descriptions and Goal Descriptions are completed for each service and entered into EIS; and that all required signatures approving the plan have been obtained on the Face Sheet. The PCP must have been reviewed and approved by the Case Manager and documented in the Final Case Management Approval. Plan is Complete** when…

27 The Service Provider is responsible for completing, in EIS, 30 days prior to the Plan Meeting….  The Home Supports Service and Goal Descriptions  The Community Supports Service and Goal Descriptions  Work/Employment/Career Supports Service Descriptions PCP Documentation

28 The Case Worker is responsible for completing in EIS…  The Personal Plan Face Sheet  The Personal Plan Narrative  Case Management Service Description  Ancillary Service Description  Assistive Technology Service Description??? PCP Documentation

29 A need (not a desire) will be identified and treated as an “unmet need” when…  A. It has not been met within the time frame set by the team, or  B. Whenever the team has determined, at any point in the process, that a resource required to meet the need is not available.  Document unmet needs on the Face Sheet, Personal Plan Narrative and Service Description Narrative, develop an interim plan in the Goal Description, and update the Services and Supports Assessment (V6) in EIS. Where to Document an Unmet Need

30 Before the Effective Plan Date the Case Manager will…  Finalize the Personal Plan Face Sheet.  Finalize the Personal Plan Narrative.  Finalize CM and Ancillary Service Descriptions.  Ensure Home, Community, Work/Career, Service Descriptions are accurate (if changes were decided on at time of the Planning Meeting.)  Print a copy of the entire plan for Person/Guardian to review and obtain required signatures on Face Sheet.  Complete Final CM Approval in EIS.  Send copy of signed Face Sheet to each provider and alert agencies that the plan is complete.  Provide signed copy of plan to Person and Guardian. PCP Documentation

31 Assessing satisfaction occurs throughout the planning process….  Case Manager and Service Providers ask the Person throughout the planning phases:  How was the planning process for you? What would you change and what did you like?  How is the plan going? Are you getting the supports to do the things you want and need? How satisfied are you with what you are receiving?  Are you accomplishing your goals?  Each Plan must include a description of how the Team will evaluate ongoing satisfaction.  Case Manager conducts a review of the PCP every 90 days, which may or may not be part of accessing satisfaction Assessing Focus Person Satisfaction w/ Personal Plan

32 In Person-Centered Planning am I assisting people to...  Make and sustain connections, memberships and friendships?  Enhance their reputations?  Increase their active involvement in the life of communities?  Develop and invest their gifts and capacities?  Increase choice and control in their lives? Remember it’s all about the Person! Ask Yourself

33  QUESTIONS?  Use the PCP Instruction Manual and Forms with Instructions online to help answer your questions.  Lean on your Supervisor and the PCP Groups/Forums for support.  Remember…It is one plan at a time! Thank You for Being Here!


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