Within 30 calendar days after initiation of services and at least annually thereafter, the participant and the case manager shall review assessment information and identify when an updated assessment is necessary.

1. (1) A physical examination performed by a licensed physician or a specially trained physician's assistant or nurse practitioner who is supervised by a licensed physician;
2. (2) An analysis of medication, including psychotropic medications and any interactions, as documented by the human rights committee and the behavior support committee;
3. (3) A dental examination that includes assessment of oral hygiene practices;
4. (4) A social evaluation that includes a social and developmental history, delineation of the type and frequency of social interactions, and descriptions of the participant's social support network;
5. (5) A personal outcome assessment to identify and prioritize the participant's preferences;
6. (6) A psychological evaluation by a qualified examiner that includes an assessment of the participant's emotional and intellectual status;
7. (7) An assessment of adaptive behavior or independent living skills that includes functional assessment of skills in the areas of mobility and personal health care;
8. (8) A developmental, educational, or vocational evaluation;
9. (9) A medication and immunization history documented through interviews and a review of records from previous placements;
10. (10) Nutritional, vision, auditory, speech, and language screenings;
11. (11) Physical and occupational therapy evaluations;
12. (12) An assistive technology assessment; and
13. (13) A safety assessment that addresses the participant's safety risks in the areas of environment, health, and personal vulnerability.

The initial and annual individualized service plan (ISP) team shall document the results of the assessment review.

If assessment updates cannot be completed prior to the initial or annual ISP meeting, the reason why and scheduled date of the assessment must be documented in the ISP.

The case manager shall assign, review, and approve the following assessments, unless there is documented evidence that the assessment is unnecessary:

Source: 22 SDR 104, effective February 13, 1996; 27 SDR 63, effective December 31, 2000; 40 SDR 102, effective December 3, 2013; 43 SDR 9, effective August 2, 2016 ; 49 SDR 48, effective November 22, 2022 .

General Authority: SDCL 27B-2-26 (3).

Law Implemented: SDCL 27B-2-26 .

Prior versions effective: 2016-08-02, 2013-12-03.