1. (1) Each case manager shall complete the following:

   1. (a) an initial assessment of the individual;
   2. (b) annual reassessments of the individual;
   3. (c) quarterly reviews of the individual's case plan; and
   4. (d) monthly contact or visits with the individual, the individual's service provider, or the individual's family.

2. (2) For each quarterly review, the case manager shall document the following:

   1. (a) a review of the services being provided;
   2. (b) any changes in the individual's condition;
   3. (c) any progress toward the care plan objectives and goals;
   4. (d) the appropriateness of the services being provided;
   5. (e) the individual's satisfaction with or concerns of the services being provided; and
   6. (f) the status of any rented or purchased equipment.

KEY: elderly, home care services, long-term care alternatives

Date of Last Change: November 5, 2023

Notice of Continuation: June 29, 2022

Authorizing, and Implemented or Interpreted Law: 26B-6-101 through 26B-6-312