It is the Agency's belief that efficient case management leads to the provision of more appropriate, quality, and timely services for the individuals it serves. Guidelines and additional resource information are provided in this section to assist the counselor in managing his/her caseload and meeting the needs of the Agency and its clients.
Case File Folder: A label is affixed to the tab of each client's printed case file folder. The label will include the client's name, address, county, and district number. The following will be stamped on the outside of the file folder and the appropriate information recorded beside the headings:
* Client's Social Security Number
* Client's Telephone Number
* SSI/SSDI Status
* Disability Priority
* Case Status Dates (update as status changes are made)
Statistics: The statistical system of the Agency is computerized. Information is correlated in many different ways for use on local, state, and federal levels. When efforts are made to get funds to operate the Agency, this data is presented to the state and federal officials.
The counselor, District Manager, and administrative staff have access to various reports in AACE that they may generate and use as management tools. (See AACE Users Manual for details.)
Cases will display in the Activity Due List when they meet the notification parameters set by the Agency. They will remain on this list until action is taken. Below is a listing of timelines for the various statuses.
Application Status | 60 days |
Eligible Status | 75 days |
Service Status | |
Employed Status | 90 days |
PES Status | 90 days |
Time Lines/Frames for Service Initiation/Provision:
The Agency is committed to the initiation and delivery of planned services in a timely manner without undue delays or interruptions to its clients. The Agency has established the following standards for time lines/frames for service initiation/provision:
Service Initiation/Provision | Timelines/Frames |
Referral to Application | Contact as soon as possible, not to exceed 14 days Application is to be taken as soon as possible, not to exceed 30 days from referral |
Application to Eligibility | No more than 60 days w/o extension |
Eligibility to IPE development | 90 days (general standard), if exceeds 90 days, rationale for exception is to be documented in the case record. If exceeds 6 months, District Manager is to review case and approve any extension |
Client Contact | Maximum of 90 days, more often if warranted by clients disability or services being provided |
Services | Provided as appropriate & indicated on IPE |
Annual Plan Review | From date of last plan/amendment, not to exceed 1 year |
Employment to Closure "Rehabilitated" | Must remain in Employed Status a minimum of 90 days from date of employment |
Annual Review (cases closed: due to severity of disability and cases closed with an employment outcome of extended employment) | No more than12 months from closure date and in keeping with the policies in the Closure section of the OVR/OVRB Policy & Procedure Manual |
32 Miss. Code. R. 22-2.0