1. (a) Case management efforts shall empower consumers to access and use needed services and meet self-determined goals. These services include resource skills development and consumer advocacy provided in various settings based on consumer need.
2. (b) Case management services shall be offered to all adults who have a Serious Mental Illness and, to each Child (or their parent/guardian) with Serious Emotional Disturbance.
3. (c) Case management shall be co-occurring disorder capable.

4. (d) Case management services shall be planned referral, linkage, monitoring and support, and advocacy assistance provided in partnership with a client to support that client in self sufficiency and community tenure. Activities include:

   1. (1) Completion of strengths based assessment for the purpose of assisting in the development of an individual plan of care;
   2. (2) Development of case management care plan, which can be integrated into the existing individual plan of care;
   3. (3) Referral, linkage and advocacy to assist with gaining access to appropriate community resources;
   4. (4) Contacts with other individuals and organizations that influence the recipient's relationship with the community, i.e., family members, law enforcement personnel, landlords, etc;
   5. (5) Monitoring and support related to the individual plan of care to reassess goals and objectives and assess progress and or barriers to progress;
   6. (6) Follow-up contact with the consumer if they miss any scheduled appointments (including physician/medication, therapy, rehabilitation, or other supportive service appointments as delineated on the service plan); and
   7. (7) Crisis diversion (unanticipated, unscheduled situation requiring supportive assistance, face-to-face or telephone, to resolve immediate problems before they become overwhelming and severely impair the individual's ability to function or maintain in the community) to assist consumer(s) from progression to a higher level of care.
5. (e) Compliance with 450:17-3-101 shall be determined by on-site observation and a review of the following: clinical records, and written policy and procedures.

Added at 13 Ok Reg 2741, eff 7-1-96

Amended at 16 Ok Reg 1494, eff 7-1-99

Amended at 18 Ok Reg 2658, eff 7-1-01

Amended at 19 Ok Reg 2333, eff 7-1-02

Amended at 20 Ok Reg 1303, eff 7-1-03

Amended at 23 Ok Reg 1421, eff 7-1-06

Amended at 24 Ok Reg 2563, eff 7-12-07

Amended at 26 Ok Reg 2675, eff 7-25-09

Amended at 27 Ok Reg 2216, eff 7-11-10

Amended at 35 Ok Reg 1809, eff 10-1-18

Amended at 39 Ok Reg 1938, eff 9-15-22