1. (a) Case management services shall be provided in accordance with Chapter 50 of this Title and shall include planned referral, linkage, monitoring and support, and advocacy assistance provided in partnership with a person served to support that individual 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 persons served regarding missed 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 prevent progression to a higher level of care.
2. (b) Individuals providing case management services shall be an LBHP, Licensure Candidate, CADC or certified as a behavioral health case manager pursuant to Chapter 50 of this Title.
3. (c) Compliance with this Section may be determined by a review of clinical records, policy and procedures, and facility personnel records.

Added at 24 Ok Reg 2634, eff 7-12-07

Amended at 30 Ok Reg 1425, eff 7-1-13

Amended at 40 Ok Reg 1079, eff 9-15-23