Ariz. Admin. Code § 9-21-313

Current through Register Vol. 30, No. 50, December 13, 2024

Section R9-21-313 - Periodic Review of Individual Service Plans

A. General provisions.

1. Where an ISP includes residential, vocational, or other primary service providers that do not currently serve the client, the first ISP review shall be held within 30 days from the date on which all such providers have initiated services to client. Each service provider shall bring to the review a detailed description of the objectives and services currently in effect for the client.

2. Where the ISP includes only primary service providers that currently serve the client, the first ISP review shall be held within six months of the date the ISP is accepted by the client or the date on which any appeal is concluded.

3. Thereafter, ISP reviews shall be conducted at least every six months and more frequently as needed. The ISP review shall be chaired by the case manager.

4. The purpose of the ISP review is to ensure that services continue to be, to the maximum extent possible, appropriate to the client's needs and least restrictive of the client's freedom.

5. The review shall be conducted with the fullest possible participation of the client and any designated representative and/or guardian.

B. The ISP review.

1. At least 10 days prior to the ISP review meeting, the case manager shall invite, in writing, the following persons to attend the meeting:

a. The client and any designated representative and/or guardian;

b. Family members, with the permission of the client;

c. Members of the client's clinical team;

d. Representatives of each of the client's service providers;

e. Any other person familiar with the client whose participation is requested by the client; and

f. Any other person whose participation is not refused by the client and who, in the judgment of the case manager, will contribute to the ISP review.

2. The ISP review shall, to the extent possible given the circumstances of the client and the availability of information, consider:

a. Whether there has been any change in the clinical, social, training, medical, vocational, educational and personal needs of the client;

b. Whether the client needs any further assessment or evaluations;

c. Whether the services being provided to the client continue to be appropriate to meet the client's needs, least restrictive of the client's freedom, consistent with the client's preferences, and as integrated as possible in the client's home community;

d. Whether there has been progress towards attainment of the long-term view, and each of the goals and objectives stated in the ISP;

e. Whether to reaffirm, modify or delete each goal and objective, together with the reasons for these actions;

f. Whether there has been any change in the legal status of the client, in the necessity or advisability of having a guardian or conservator appointed or removed, or in the client's need for special assistance;

g. Whether any change in the client's circumstances should result in a modification of the client's priority of need for services not currently provided; and

h. Whether there has been any change in the availability of services formerly determined to be needed but not then available.

3. The client, any designated representative and/or guardian, and clinical team will review each service provider's detailed description of current objectives and services to determine whether it is consistent with client's needs, least restrictive of the client's freedom, and designed to maximize the client's independence and integration into the community.

a. If the detailed description is approved and accepted by the client, any designated representative and/or guardian, and the clinical team, it shall be incorporated into the updated ISP.

b. If the description of services is rejected, it shall be revised with the assistance of the service provider and, as revised, incorporated into the updated ISP.

C. The updated ISP.

1. Within seven days of the ISP review meeting, the case manager shall prepare an updated ISP which includes all of the elements set forth in R9-21-307(C).

2. The case manager shall personally meet with the client or guardian to explain the updated ISP. The updated ISP shall be mailed or otherwise distributed to the other participants of the review meeting.

3. The updated ISP is subject to the client acceptance, rejection, and requests for other service provisions of R9-21-308 and the appeal provisions of R9-21-401.

4. The updated ISP shall be implemented consistent with the provisions of R9-21-310.

Ariz. Admin. Code § R9-21-313

Adopted under an exemption from A.R.S. Title 41, Chapter 6 pursuant to Laws 1992, Ch. 301, § 61, effective October 7, 1992; received in the Office of the Secretary of State October 14, 1992 (Supp. 92-4). Amended under an exemption from A.R.S. Title 41, Chapter 6 pursuant to Laws 1992, Ch. 301, § 61, effective September 30, 1993 (Supp. 93-3). Amended by exempt rulemaking at 9 A.A.R. 3296, effective June 30, 2003 (Supp. 03-2).