Section DHS 61.34 - Evaluation servicesEvaluation services are the systematic assessment of pertinent physical, psychological, vocational, educational, cultural, social, familial, economic, legal, environmental, mobility, and other factors affecting the individual with a developmental disability in order to develop a comprehensive service plan. Evaluation services shall include the initial formal evaluation as well as a mechanism for review and modification of the service plan.
(1) REQUIRED PERSONNEL. (a) There shall be a case manager who acts as coordinator.(b) There shall be additional personnel as necessary to meet the evaluation needs of the individual. The evaluation shall, as needed, include assessments of a physician, psychologist, dentist, optometrist, speech pathologist, audiologist, professional vocational specialist, social worker, physical therapist, occupational therapist, nurse, or teacher.(c) The person shall be actively involved in the evaluation process and family members, advocates or guardians of the individual shall be included if appropriate.(d) In conjunction with the implementation of the service plan, staff within agencies shall be designated to provide continuous evaluation of a person's performance within a service or activity.(2) PROGRAM. (a) The case manager shall be responsible for coordinating the formal evaluation. The formal evaluation shall, as needed, include personnel who are able to provide a systematic interdisciplinary assessment of physical, psychological, vocational, educational, cultural, social, economic, legal, environmental, familial, mobility, and other characteristics affecting the person with a developmental disability.(b) A person shall receive a formal evaluation within 30 days of the referral for evaluation services.(c) All or portions of evaluations done by local or state agencies such as local schools, centers for the developmentally disabled, division of vocational rehabilitation (DVR) or technical college system which are less than one year old shall be reviewed.(d) The case manager shall ensure that a written report is prepared which shall contain: 1. Recommendations on the nature and scope of services needed to correct or minimize the disabling condition or conditions and those services needed to promote or enhance the individual's total strengths and assets.2. The extent to which the disability limits, or can be expected to limit, the individual and how and to what extent the disabling condition or conditions may be corrected or minimized.(f) The case manager shall be responsible for the development of a service plan based upon the reports of the evaluators. The service plan shall be developed in cooperation with the individual and the family. The service plan shall state long and short-term objectives for the individual, services needed to meet objectives and a timetable for their attainment. The service plan shall also include agency case plans which shall contain outcome oriented, measurable objectives and a timetable for their attainment. It shall specify the types of activities in which the person shall participate and the activities shall be appropriate to the age as well as the functional level of the individual.(g) The case manager shall coordinate the implementation of the service plan and shall review the agencies case plans and the written progress notes of the agency staff concerning the individual's progress toward the objectives contained in the service plan at least every 6 months.(h) There shall be continuous evaluation which shall be the responsibility of the case manager and agency staff. As part of the continuous evaluation, the case manager shall hold at least an annual review of the service plan. This review shall include the individual, those persons responsible for providing services to the individual, and the family. Any of the people involved in the original assessment, may be included. The case manager shall ensure that a written summary report of the annual review is prepared.(i) The case manager shall be responsible for coordinating formal re-evaluations of the individual based upon the recommendations from the annual review.(j) The case manager shall be responsible for modifying the service plan based upon any significant change in the person's functioning and shall coordinate the implementation of the revised service plan.Wis. Admin. Code Department of Health Services DHS 61.34
Cr. Register, January, 1980, No. 289, eff. 2-1-80; correction in (6) made under s. 13.93(2m) (b) 6, Stats., Register, June, 1995, No 474.