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 are receiving services and, to each child (or their parent/guardian).
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 individual plan of care development;
   2. (2) Development of case management care 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 450:24-3-141 shall be determined by on-site observation and a review of the following: clinical records, and written policy and procedures.

Added at 28 Ok Reg 2025, eff 10-1-11

Amended at 31 Ok Reg 2042, eff 10-1-14

Amended at 39 Ok Reg 1998, eff 9-15-22