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) As allowed per Title 43A O.S. Section 3-318, case management services shall be offered to all adults and children who have substance-related disorders, and to their family members, if applicable, to ensure access to needed services.
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 consumer to support that consumer in self sufficiency and community tenure. Activities include:

   1. (1) Completion of strengths based assessment for the purpose of individual plan of care development;
   2. (2) Development of case management care plan which can be reflected as a part of the comprehensive service plan;
   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 450:18-7-61 shall be determined by on-site observation and a review of the clinical records and written policies and procedures.

Added at 13 Ok Reg 2769, eff 7-1-96

Amended at 14 Ok Reg 676, eff 12-24-96 (emergency)

Amended at 14 Ok Reg 1934, eff 5-27-97

Amended at 19 Ok Reg 2375, eff 7-1-02

Amended at 23 Ok Reg 1953, eff 7-1-06

Amended at 24 Ok Reg 2580, eff 7-12-07

Amended at 27 Ok Reg 2237, eff 7-11-10

Amended at 31 Ok Reg 2004, eff 10-1-14

Amended at 39 Ok Reg 1951, eff 9-15-22