MnCHOICES Mentors Alliance February 22, /22/2018 1

Transcription

1 MnCHOICES Mentors Alliance February 22, /22/2018 1

2 Introducing DHS Staff Aron Buchanan MnCHOICES Policy Beth Siewert MnCHOICES Policy Raukiya Bania MnCHOICES Policy Kong Vang MnCHOICES Help Desk Teresa vanderbent MnCHOICES Training Minnesota Department of Human Services mn.gov/dhs 2

3 Circle Back Minnesota Department of Human Services mn.gov/dhs 3

4 Training Opportunity Aging and Adult Services Training Eligibility Updates Eligibility Update Training ed pdf and CEU to mentors on 2/13/2018 Eligibility Update Training link Minnesota Department of Human Services mn.gov/dhs 4

5 New features of the Statewide Certified Assessor List Quarter Ending Revision Date Agency Certified In Minnesota Department of Human Services mn.gov/dhs 5

6 Statewide Certified Assessor list errors Updates occur at the end of every quarter: March, June, Sept., Dec. o Posted about two weeks after the quarter o Updated from list of people who completed courses for the quarter Certificate Dates in error: send in copy of the certificate to the MnCHOICES Help Desk Assessor no longer works for your agency: Agency certified in not whom they work for Assessors in the lapsed: send in certificate to the Help Desk Minnesota Department of Human Services mn.gov/dhs 6

7 Preparing for MnA 2.0 MnCAT Review Begin Review March 2018 Begin revisions March 2018 to Oct Minor edits in 2019 What do you think about this? MnCAT rewrite warrants a webinar? Some of the MnCAT updates use as credits for MnCAT Step 4 (CLU s)? Update and publish by Steps or modules? Assumption: Current certified assessors do not have to retake courses Minnesota Department of Human Services mn.gov/dhs 7

8 Releases messages Assessment Outage message All Clear message Support Plan Outage message Release Completed message Minnesota Department of Human Services mn.gov/dhs 8

9 Who receives outage messages? Who receives outage messages? All MnCHOICES Assessment, Support Plan and RMS mentors Why? Many lead agencies have the same person for Assessment and Support Plan mentor What should mentors do with the messages? Read the message prior to forwarding it to MnCHOICES users to know who it applies to If applicable to your users share the information with MnCHOICES users Minnesota Department of Human Services mn.gov/dhs 9

10 MnCHOICES shorthand MnCHOICES Releases often affect two environments: PROD and MTZ PROD is short for Production MnA Prod: MnCHOICES Assessment Production MnSP Prod: MnCHOICES Support Plan Production MTZ means MnCHOICES Training Zone MnA MTZ or MTZ-A: MnCHOICES Assessment Training Zone MnSP MTZ or MTZ-SP: MnCHOICES Support Plan Training Zone Minnesota Department of Human Services mn.gov/dhs 10

11 Key Outage message components Purpose: Describes which system will be down Message to mentors: Instructions on how to proceed with users Message to users: Date, time of outage Release instruction: Specific actions the MnCHOICES users need to take prior to the outage. Minnesota Department of Human Services mn.gov/dhs 11

12 Outage message Minnesota Department of Human Services mn.gov/dhs 12

13 Release All Clear or Release Complete All Clear - MnCHOICES Assessment Staggered launch to decrease overload caused by everyone updating assessments at the same time Instructions including content updates, URL Links, as required Links for Release Notes, Companion Documents and Known Issues Release Completed- MnCHOICES Support Plan Control F5 to update after the release Links for Release Notes, Companion Documents and Known Issues Minnesota Department of Human Services mn.gov/dhs 13

14 Changes to release schedule Revised Outage schedule, moved from February to March Assessment 18.1: March 23, 2018 Support Plan 18.1: March 2, 2018 No other dates scheduled for 2018, MnSP likely June or July What do the numbers mean? is the year, 18.1 means st Quarter Release Minnesota Department of Human Services mn.gov/dhs 14

15 Questions

16 MnCHOICES Assessment Releases 18.1 Release: Outage in March Minnesota Department of Human Services mn.gov/dhs 16

17 MnCHOICES Assessment Race and Language repaired two misspelling of tribal names 2. PCA Provider Report Fixes Can the provider build IADLs into the care plan? remain populated and be un-editable when the MnA is closed. 3. Performance Improvements DHS replaced web services to create a faster and more stable environment. 4. SSIS eight digit username Minnesota Department of Human Services mn.gov/dhs 17

18 1. Race and Language: Before Before: Keeweenaw Corrected to: Keweenaw Before: Mdewakaton Corrected to: Mdewakanton Minnesota Department of Human Services mn.gov/dhs 18

19 2. PCA Provider Report Fixes Before: Instrumental Activities of Daily Living (IADL) in the IADL section: the answers are not permanent on the PCA Provider Report After Can the provider build IADLs into the care plan? remain populated and be un-editable when the MnA is closed. Can the provider build IADLs into the care plan? shall also remain populated and be un-editable when the MnA is closed. Minnesota Department of Human Services mn.gov/dhs 19

20 3. Performance Improvements DHS replaced web services to create a faster and more stable environment Reported: Log-In Page, Person Search and Update Person sections lists take a long time to display on initial visits or when an assessor has been away for an extended period of time Reported: Users experience wait times of up to 30 seconds on My Agency screen. Drop down menus occasionally fail to populate Minnesota Department of Human Services mn.gov/dhs 20

21 4. User Name: eight digits Resolved the issue of the error code on a username with more than 8 digits Result: SSIS user names of eight digits can now be used with MnCHOICES Assessment Minnesota Department of Human Services mn.gov/dhs 21

22 Help Desk Trouble Shooting Demonstrations and Tips Minnesota Department of Human Services mn.gov/dhs 22

23 Hello! Help Desk Gurus are Kong & Dwayne Contact protocol Help Desk Contact Form, preferred Including password resets Mentors only At The MnCHOICES Help Desk Minnesota Department of Human Services mn.gov/dhs 23

24 MnCHOICES Help Desk change Minnesota Department of Human Services mn.gov/dhs 24

25 Help Desk has changed DHS-6979 Help Desk Contact Form will be sent to the new address Before you the MnCHOICES Help Desk directly Review the Need MnCHOICES Help? prior to contacting the help desk. To reduce delays, ensure you are ing the correct address MnCHOICES County Link site has the new address Minnesota Department of Human Services mn.gov/dhs 25

26 MnA and Duplicate PMI process When there are two PMIs, the worker has to decide which one to bring to MnA Old PMI in and want to use the new PMI in MnA Add to SSIS and need to clear it DO NOT CREATE DUPLICATES: Example, If a PMI is added and not cleared, the user will insert a person with new PMI. Minnesota Department of Human Services mn.gov/dhs 26

27 MnA Issues with Duplicate people and new PMI s DO NOT create duplicate people attached to the new PMI The MnA scheduled monthly database clean-up merges records The record will return to the PMI with the social security number attached (usually the old social security) Returning to the old PMI o The person s data with the new PMI record will be removed o The waivered services attached to the new PMI will no longer be attached to the old PMI o It will require a fix for services to continue and the provider to be paid Minnesota Department of Human Services mn.gov/dhs 27

28 MnA: Request for merging PMI Submit a merge request through the MAXIS PF11 TRBL- Problem Reporting by ing DHS.TSS.PMI@state.mn.us For clearing issues (including persons that can be merged in SSIS), contact the SSIS Help Desk at dhs.ssishelp@state.mn.us Having issues with PMI merger? Use the MnCHOICES Help Desk form and provide MnCHOICES more information about the issues Minnesota Department of Human Services mn.gov/dhs 28

29 MnA: New Known Issues Person Information Known Issue: Data does not populate into a reassessment. New data does not populate into the reassessment in the "Demographic Information" group in the "Person Information" domain. Previous data is retained in error. Workaround: Users should not close their browser when MnCHOICES is completing an action, such as adding a Reassessment to a record, to prevent this from occurring. Wait for the page to load, do not close your browser too early. Minnesota Department of Human Services mn.gov/dhs 29

30 Eligibility: New Known Issues Eligibility Known Issue: Field Value does not display The field value items in the DD and LTC screening documents do not display after eligibility is run. Workaround: Users experiencing this problem should contact the Help Desk. Minnesota Department of Human Services mn.gov/dhs 30

31 I can t find a person to run a rate for in MnSP If contracted agency or large agency notify Lead Agency Contact Steps taken in MnA so a Rate Plan can be created in MnSP Go to MnA Person search in state search Found the person in state search insert person No person in the state search Enter person in MnA Notify MnSP users the person has been added Minnesota Department of Human Services mn.gov/dhs 31

32 Most recent MnCHOICES Help Desk Issues Support Plan password reset problem solving Support Plan timeouts and text box data loss Reporting Support Plan slowness Minnesota Department of Human Services mn.gov/dhs 32

33 Support Plan password reset problem solving 1. Make sure the URL is PROD and not MTZ-SP MnCHOICES Training Zone Support Plan (MTZ-SP) MnCHOICES Support Plan Production Minnesota Department of Human Services mn.gov/dhs 33

34 Support Plan password reset and log in page If the user saved their password and then had it reset The auto fill will not save the new password Options 1. Turn off auto fill or 2. Work with your agency s IT to save the new password Minnesota Department of Human Services mn.gov/dhs 34

35 2. Support Plan Timeout and data loss in text boxes Save or move out to another tab on a regular basis when Working in text boxes Moving away from the computer application to answer a question, phone call or other business Do not rely on the timeout message would you like to continue with your work to protect your data 18.2 Release: auto save forced when time out message pops-up Minnesota Department of Human Services mn.gov/dhs 35

36 Can t get into a plan Why? The person who used the document last X d out of the browser Work Around: The person will need to go back into the plan and log out so staff have access Minnesota Department of Human Services mn.gov/dhs 36

37 Best Practices: Use the Log out tab Minnesota Department of Human Services mn.gov/dhs 37

38 Process for unanticipated outages Mentors or DHS/MN.IT notify the MnCHOICES Help Desk that a MnCHOICES application is down Help Desk notifies MN.IT to verify the outage when needed MN.IT investigates the outage and updates the Help Desk Help Desk provides information to the MnCHOICES Team who creates an outage message Mentors should report outages to the Help Desk Minnesota Department of Human Services mn.gov/dhs 38

39 Support Plan Slowness Reporting Report Slowness: Release DHS-6979 Help Desk Contact Form Include these items Node Time of occurrence Connection type Location User name Actions trying to complete Subject: Reporting Nodes Minnesota Department of Human Services mn.gov/dhs 39

40 Questions for the Help Desk Minnesota Department of Human Services mn.gov/dhs 40

41 Break: 11:00 to 11:10 a.m. Minnesota Department of Human Services mn.gov/dhs 41

42 Reassessment Tools MICP List Timeline Chart MnCHOICES Reassessment Communication form [DHS 6791E] Minnesota Department of Human Services mn.gov/dhs 42

43 MnCHOICES Interagency Contact Point List (MICP)

44 MICP Purpose and support documents Purpose of MnCHOICES Interagency Contact Point (MICP): To facilitate communications and process between lead agencies who are either the County of Financial Responsibility (CFR) or the County of Residence (COR) on behalf of a Minnesota resident when completing MnCHOICES activities. MnCHOICES Interagency Contact Point List Overview (PDF) MnCHOICES Interagency Contact Point (MICP) List How do I change my information on the MICP list? Minnesota Department of Human Services mn.gov/dhs 44

45 MnCHOICES Interagency Contact Point (MICP) List When do lead agencies use the MICP? COR and CFR staff Use to coordinate and/or facilitate Long-Term Services and Supports (LTSS) assessment and support plan activities Between agencies Minnesota Department of Human Services mn.gov/dhs 45

46 How do I change my information on the MICP list? Minnesota Department of Human Services mn.gov/dhs 46

47 Reassessment Timeline Tool Activity timelines for reassessment when the COR and CFR are different Minnesota Department of Human Services mn.gov/dhs 47

48 Case manager goes to the table to determine their Reassessment work flow for February Notify COR about the need for reassessment for people with Sept November Support Plans Go to edocs and pull the MnCHOICES Reassessment Communication form to complete and submit to the COR through MICP list Using the Table: case manager Minnesota Department of Human Services mn.gov/dhs 48

49 Using the Table: assessor COR receives the MICP and assign the reassessment to an assessor The assessor reviews the Reassessment Communication From Schedules the reassessment visit Complete their section of 6791E and submit the document back to the CM The table provides timeliness guidelines Minnesota Department of Human Services mn.gov/dhs 49

50 Case manager completes the table The case manager Receives the 6791E from the assessor and reviews the attached documents Check-in with the assessor to ask questions Creates a CSSP, if applicable Completes the Service agreement Minnesota Department of Human Services mn.gov/dhs 50

51 What should be sent between the CFR and COR/COL? MnCHOICES Reassessment Communication form [DHS 6791E Minnesota Department of Human Services mn.gov/dhs 51

52 Key Features of 6791E Fillable Form Print Blank Copy Options Active Link to Instructions Date Sent the Form to County of Residence Minnesota Department of Human Services mn.gov/dhs 52

53 Complete MnC Reassessment Communication Form Expectation is to establish a professional work relationship between two agencies in order to ensure the person receives services in a timely manner All areas filled out All form and documents are attached MICP MICP list is accurate and update to date MICIP recipient is timely with their work Cooperation between CFR and COL/COR Minnesota Department of Human Services mn.gov/dhs 53

54 Case manager: A complete form includes Type of Reassessment Required documents attached and supporting information provided A list of the person s programs/services Client details Case manager contact information Tips for communication and scheduling Form is ed encrypted to the MICP for the lead agency Minnesota Department of Human Services mn.gov/dhs 54

55 Assessor: A complete form includes Contacting the case manager let them know they are the assessor any changes to eligibility After the assessment send the following information to the case manager Assessor and assessment information and date sent to case manager Complete document/attachments per the list on the form Minnesota Department of Human Services mn.gov/dhs 55

56 Reassessment Areas of Confusion? The CFR should consider the COL and COR the same What to do if my agency does not receive enough information? What to do if the CA or CM do not make contact? Make contact, ask questions, use professional judgement to resolve issues Minnesota Department of Human Services mn.gov/dhs 56

57 Questions

58 Lunch Time: Noon to 1 p.m. Minnesota Department of Human Services mn.gov/dhs 58

59 User Access Minnesota Department of Human Services mn.gov/dhs 59

60 Support Plan: Adding users Identify your lead agency s Security Liaison Submit a request for the addition or change needed to your SSAM Security Liaison Security Liaison submits the MnCHOICES Support Plan Request and Authorization Form to SSAM 60

61 Adding a SSAM Security Liaison Security Liaison Role: Responsible for managing access on behalf of their lead agency Who s: County human services director request to: SSAM@state.mn.us (MN_DHS_SSAM) Notify SSAM your agency is appointing a Security Liaison Include the person s full name and address The requestor will receive confirmation the liaison has been added and their password for the SSAM site 61

62 Creating a new agency/agency combination When: your lead agency contracts with a new case management provider Why: To ensure the combination is option in the drop down menu for the Support Plan The agency/agency allows user to only see the documents associated with the combination requested 2/20/2018 Minnesota Department of Human Services mn.gov/dhs 62

63 Where to request a combination be added? Submit: MnCHOICES Help Desk Subject line: MnSP My Agency Combination Request Database request will be created Timing: approx. week Minnesota Department of Human Services mn.gov/dhs 63

64 Confused by Roles? Who works on what? Security Liaison: User access and combination SSAM & Security Liaison New access, edits, removing access Adding new contracted combinations Mentors Computer application questions, policy and user issues with the computer application. MnCHOICES HelpDesk Form Mentor submits Includes changes to mentors, MnCAT certificates Will not verify X numbers Minnesota Department of Human Services mn.gov/dhs 64

65 User Manual: User Access link User Manual enhancement: Having user log in issues or questions about user access Let s explore 2/20/2018 Minnesota Department of Human Services mn.gov/dhs 65

66 Does my user have MnSP access? Have the user search their for the words Part 1 and/or Part 2 Provide your onboarding sheet to mentors (all lead agency and contracted agency mentors - without x numbers) for reference Look them up in the Support Plan. How? 2/20/2018 Minnesota Department of Human Services mn.gov/dhs 66

67 Looking up users in the Support Plan 1. Log into the Support Plan 2. Choose the My Plans Tab 3. Go to the View and choose My Agency or My Plans 2/20/2018 Minnesota Department of Human Services mn.gov/dhs 67

68 4. Choose an Open CSP or CSSP from the list 2/20/2018 Minnesota Department of Human Services mn.gov/dhs 68

69 5. Go the About Plan Tab Assignments section 2/20/2018 Minnesota Department of Human Services mn.gov/dhs 69

70 Combination : All User Names Wait for the Name down arrow to turn dark gray its populated 2/20/2018 Minnesota Department of Human Services mn.gov/dhs 70

71 6. Be careful when you leave the About Plan tab Leave the tab by choosing the My Plans Tab again Do not save when prompted to You do not want to negatively affect the person s open plan 2/20/2018 Minnesota Department of Human Services mn.gov/dhs 71

72 Deactivating contracted worker access to MnSP Ensure the SSAM instructions do the following Note access deactivation only for this lead agency Lead Agency delegate combination is clear Minnesota Department of Human Services mn.gov/dhs 72

73 Deactivating Contracted agency staff Minnesota Department of Human Services mn.gov/dhs 73

74 Contracted Agency Combination Minnesota Department of Human Services mn.gov/dhs 74

75 Questions

76 Break: 2:30 to 2:45 p.m. Minnesota Department of Human Services mn.gov/dhs 76

77 MnCHOICES Support Plan Release 18.1 Minnesota Department of Human Services mn.gov/dhs 77

78 Support Plan Release 18.1, March 2, Person Information 2. Caregiver 3. Services and Rate Plans 4. Defects and Table formatting 5. Printing 6. New feature - Copying Minnesota Department of Human Services mn.gov/dhs 78

79 Person Information: Emergency Contact Emergency contact table will be blank for all new or inprocess plans o Data will be entered in MnSP and copied to future plans o Data will not be sent to update the assessment. o Assessment data will populate reassessments. Minnesota Department of Human Services mn.gov/dhs 79

80 Emergency Contact Address of Emergency Contact no longer appears or prints in a CSP/CSSP Notes section has been added Minnesota Department of Human Services mn.gov/dhs 80

81 Person Information: Provider Data: May be edited and will not update the assessment Healthcare Provide drop down: Primary Physician, Psychiatrist, Psychologist, Specialty Clinic, Dentist, Pharmacy, Home Care Agency, Targeted Case Manager and Other Provider(s): Option more than one row for a given provider Health Insurance and Payers: follows the last Decision Making Representative in the print out Minnesota Department of Human Services mn.gov/dhs 81

82 Provider Details Data may be edited, will not update the assessment Healthcare Providers drop down menu Provider(s): Option to have more than one provider Health Insurance and Payers: Prints after the Decision Making Representative Minnesota Department of Human Services mn.gov/dhs 82

83 Person Information: Health Insurance & Payers Data: be edited and will not update the assessment Date: will default blank Insurance type: drop down menu and enter description with each one Minnesota Department of Human Services mn.gov/dhs 83

84 Caregiver Tab Caregiver information is editable and will not update MnA database Relationship drop down menu: The user may enter more than one Relationship role. Minnesota Department of Human Services mn.gov/dhs 84

85 Caregiver: Check boxes and drop down menu Type of Care check boxes: The user may select more than one checkbox Caregiver Role drop down menu Caregiver notes print in CSP and CSSP Minnesota Department of Human Services mn.gov/dhs 85

86 Services, About Plan and Rate Plan Services Tab: Users may close the CSP, CSSP and Rate Plan without approving the service agreement About Plan: User may update the span dates on a closed CSP Rate Plan: Defaults to the About Plan tab rather than the services tab Minnesota Department of Human Services mn.gov/dhs 86

87 Services tab: Provider Print Out Preview Provider button will appear right below the Save button System will prompt the user to select an NPI when the Preview Provider is selected NPI Drop down box: NPI and Provider name together pulled from both the goals and services tables Minnesota Department of Human Services mn.gov/dhs 87

88 Defects Goals statements will save when creating a new CSSP Data Not Found in new plans: o Before: When opening older closed plans the printed plan in some sections populated "data not found". o After: All data populates correctly. CSP title corrected to Community Support Plan Minnesota Department of Human Services mn.gov/dhs 88

89 Printing: Formatting corrections About Me page of the Rate Plan, and Next Steps Table formatting Some tables, like Informal caregiver indent Colors and font sizes were repaired Rows now split appropriately when printed for the risks section, and emergency and back up plan tables Minnesota Department of Human Services mn.gov/dhs 89

90 Printing: Table borders Table Borders: Not fully expanded in printing Goals Risks Emergency & Back up Plans Minnesota Department of Human Services mn.gov/dhs 90

91 Printing: Page Layout Repaired: Issues with page layout margin when printing the CSP, CSSP and Rate Plan, includes Caregiver comments Emergency Contact Minnesota Department of Human Services mn.gov/dhs 91

92 Printing: removing blank information Removing Blank information: When there is no data to be displayed the CSP, CSSP and Rate Plan e.g. Informal Caregiver Table; Person Information: work, Relationship, Provider, Health Insurance Payers, Decision Making Representatives Notes Blank rows and tables do not appear in the printed CSP and CSSP Minnesota Department of Human Services mn.gov/dhs 92

93 Information will now print CSP-Informal caregiver: System does not display all Informal Caregivers as there are in the Plan CSP-Person Information - Providers: Not all providers are being printed CSP-Person Information - Providers: Not all healthcare providers are being printed Minnesota Department of Human Services mn.gov/dhs 93

94 Copying Rate Plan to Rate Plan when a CSP has not been created CSP to CSP: From a previous CSP to a new CSP. System will use the most recently created CSP, but if and only if, there wasn't a CSSP created after the CSP Minnesota Department of Human Services mn.gov/dhs 94

95 Copying: CSSP CSSP to CSP: Oldest CSSP that can be turned into a new CSP Created before two years from the end date of the old CSSP Compare today's date to the end date of the CSSP, if the CSSP end date is more than two years older than today's date the system won t allow it to copy Minnesota Department of Human Services mn.gov/dhs 95

96 Formatting and New Releases Old Format, Closed Plans: If a plan was closed prior to the release of this new code, the plan and it's associated printout will remain in the old format. Both on screen and in the printout. Open Plan: If a plan is currently open after the new code has been released or if the plan is created after the release date the plan will convert to the new look and feel for both on screen and printout. Data in the Providers, Payers, Caregivers, Emergency Contacts, and Decision Making Authorities will need to be entered before the plan is considered final Minnesota Department of Human Services mn.gov/dhs 96

97 Copying: Service Agreements and Lines Agreement End Date: One year (less one day) from the Agreement Start Date - Example: The Agreement Start Date is Feb 2, Then the Agreement End date would be Feb 1, 2018 Service End Date: One year (less one day) from the Service Start Date - Example: The Service Start Date is Feb 2, Then the Service End date would be Feb 1, 2018 Service Start Date: One day later than the previous Service's end date Minnesota Department of Human Services mn.gov/dhs 97

98 Benefits of Copying Less typing Information is imported to the next form Time for planning Minnesota Department of Human Services mn.gov/dhs 98

99 MnSP All Clear: Control F5 to Refresh Minnesota Department of Human Services mn.gov/dhs 99

100 Support Plan LTSS Quick Tips

101 LTSS Improvement Tool Frequently asked questions Link to the create an LTSS Evaluation will appear when the case manager closes a CSSP in MnSP Once the case manager clicks this link, the user will have access to the CSSP and Service Provider evaluations For waiver programs, case manager uses the LTSS Improvement Tool during the persons semi-annual or mid-year visit For additional information, please reference the Frequently asked questions about the new LTSS Improvement Tool. Minnesota Department of Human Services mn.gov/dhs 101

102 LTSS Improvement Tool Work Flow Steps 1. Generate the LTSS evaluations prior to the visit 2. Enter the data into the application when you complete the visit Save allows you to continue work in Evaluation Close means you are ready to submit the data and no will longer have access Minnesota Department of Human Services mn.gov/dhs 102

103 LTSS Improvement Tool Work Flow CAUTION 3. Close to submit the evaluation before changes are made to the CSSP If you update the CSSP first, the evaluation option goes away Setting aside time at Office Hours to answer your LTSS Improvement Tool questions Minnesota Department of Human Services mn.gov/dhs 103

104 Break: 2:10 to 2:20 p.m. Minnesota Department of Human Services mn.gov/dhs 104

105 MnSP: Writing the CSP and CSSP Minnesota Department of Human Services mn.gov/dhs 105

106 Build and Print: CSP/CSSP Crosswalk 2/20/2018 Minnesota Department of Human Services mn.gov/dhs 106

107 Role of the Build and Print CSP/CSSP document Does this tab assist in building a CSP or CSSP? Tab title Description of content by content title as per MnSP Link provides confirmation Editable In: Assessment, Support Plan, NA Prints In: CSP, CSSP N/A Text box Link Screenshot Describes purpose Type of content for each box Gives an example to writing for a fictitious person, Timmy Triangle Minnesota Department of Human Services mn.gov/dhs 107

108 Purpose of these slides Why? To lay the documents out as they are written to assist the assessor and case manager to write a plan that is the person s Feels connected to the person s dreams and aspirations in a thoughtful way Assists CA and CM to do the work they love in a meaningful manner Goal for the writer: person centered plan Purpose: Review the document in this order, before you print, to ensure you feel its well constructed. Minnesota Department of Human Services mn.gov/dhs 108

109 Writing CSP/ CSSP: General Notes General Notes Write a person-centered introduction to the person Focusing on strengths, talents, interests, important to, what people like and admire about the person. Assessor can also include what they would want people to know to successfully work with the person Source: MnSP Summary of the assessment needs About Plan Tab, General Notes Section Minnesota Department of Human Services mn.gov/dhs 109

110 Writing the CSP? What is important to the individual Provides a place for the assessor to provide the person with the information that was ascertained during the assessment interview What is important to them How they live their life Source: MnCHOICES Assessment Each domain, What is important to you question, editable in MnA What key elements and people do they need to support their life? MnSP, Goals Tab Minnesota Department of Human Services mn.gov/dhs 110

111 Writing the CSP/ CSSP? Action Steps for Goals Using person-centered language, the assessor/ planner writes the goals that the person: Determined important for and to them Minnesota Department of Human Services mn.gov/dhs 111

112 Writing the CSP/ CSSP? Action Steps for Goals, cont. Goals should be related to the person s preference Be sure to include any goals that may not necessarily be assigned to a provider Determine what steps are necessary by the person, case manager, others and provider to support the person in accomplishing the goal Include how the plan will be monitored Minnesota Department of Human Services mn.gov/dhs 112

113 Writing the CSSP? Action Steps for Goals The person is accessing community services and supports as part of their plan. Source: MnSP, Goal Tab Some of these services may assist them in their goals for their life. Goals can be added or moved to inactive and met to reflect the person s decision making/life changes in their plan. Minnesota Department of Human Services mn.gov/dhs 113

114 Writing a CSSP: Summary of Programs and Services Program: Type and Start/End Dates Budget amount Case manager information: person knows who to contact Responsible party name: person or designated person the case manager works with Program Notes a service agreement summary to the person describing How the program they are going on relates to their goals and needs Funding information, additional steps, summary of services provided and role of the informal care giver Source: MnSP, Services Tab, Service Agreement, Agreement Notes section Minnesota Department of Human Services mn.gov/dhs 114

115 Writing a CSSP: Services details The top of the table is pre-populated from service line detail type of service and provider start and end dates number of units the rate, avg. monthly and total service costs the funding source, if they are approved and Minnesota Department of Human Services mn.gov/dhs 115

116 Writing a CSSP: Services Support Instructions In the Support Instructions the case manager provides Guidance to the service provider about delivering services for this person Consider this person s unique preferences and challenges when completing this section Also, consider the person s intended goal for receiving this service and Source: MnSP: Services Tab, Service Agreement, service lines Minnesota Department of Human Services mn.gov/dhs 116

117 Writing a CSSP: Services Service Notes The case manager can reserve Service Notes for Notes to assist in any clarification of the service provider on how services are authorized These notes currently print in the CSSP and can be used to clarify how services are constructed e.g. holidays, summer months, changes in care giver schedule Source: MnSP: Services Tab, Service Agreement, service lines Minnesota Department of Human Services mn.gov/dhs 117

118 Writing a CSP/ CSSP: Risks How Will Health and Safety issues be Addressed? The assessor will share the plan to address any health and safety issues Source: MnSP, Risks Tab Example: Timmy s parents ensure that he is with an adult at all times. 24-hour plan of care is needed to ensure issues of vulnerability are addressed. Minnesota Department of Human Services mn.gov/dhs 118

119 Writing a CSSP: Risks How Will Health and Safety issues be Addressed? Risk Tab, Health & Safety List the resources the person is already receiving/may be receiving; referral options, and use of formal and informal supports to address health and safety issues. Identified Risks and Choices Risk Tab, Risk Mitigation Plan If no identified risks note it here Document any agreement reached from discussion with the person and options for the person to request/accept service and supports options in the future Minnesota Department of Human Services mn.gov/dhs 119

120 Writing a CSSP: Risks, Emergency & Back Up Plans Plan for unseen events Document plan for unforeseen events If there is a contact person such as a service provider or informal support, enter it in the table If not contact leave blank Plan for emergency health events Document plan for responding to any emergency health event If there is a contact person such as a service provider or informal support, enter it in the table. If not contact leave blank Minnesota Department of Human Services mn.gov/dhs 120

121 Risks, Emergency & Back Up Plans Plan for unavailable staffing that puts the person art risk Documents the plan for meeting needs and/or providing services when planned staffing is unavailable AND the person is at risk because of lack of staffing If there is no need for a plan because the person would to be at risk please state it. If there is a contact person such as a service provider or informal support, enter it in the table If not contact leave blank Minnesota Department of Human Services mn.gov/dhs 121

122 Questions

123 MMA Evaluations Evaluation form will be sent after Need mentor input on Communications MnCAT Revisions Sent after the webinar is done to all registrants Send it back to: Minnesota Department of Human Services mn.gov/dhs 123

124 Thank you MnCHOICES Launch Team DSD Minnesota Department of Human Services mn.gov/dhs 124