assisted living facility assessment manual - Virginia Department of PDF
Preview assisted living facility assessment manual - Virginia Department of
ASSISTED LIVING FACILITY ASSESSMENT MANUAL Commonwealth of Virginia Department of Social Services Division of Family Services, Adult Services Program 730 East Broad Street Richmond, Virginia 23219 NOVEMBER 2002 ACKNOWLEDGEMENTS We would like to acknowledge the following individuals who participated on the 2002 Assisted Living Facility Assessment Manual review team: Martha Adams, Department of Mental Health, Mental Retardation and Substance Abuse Services Barbara Allen, Virginia League of Social Services Executives Betty Bazemore, Spotsylvania DSS Robin Brown, Obici Hospital Debbie Burkette, Brunswick Department of Social Services (DSS) Faye Cates, Department for the Aging Doug Chaffins, Department of Corrections Sarah Coleman, Brunswick DSS Bonnie Davis, Department of Health Mary DeGrouche, Virginia Beach DSS Linda Eaton, Montgomery DSS Elizabeth Fritz, Smyth County DSS Melissa Fritzman, Department of Medical Assistance Services Edward Gonzales, Department of Mental Health, Mental Retardation and Substance Abuse Services Connie Gorsuch, Roanoke City DSS Kathy Hayfield, Department of Rehabilitative Services Susan Rosser Jones, Campbell County DSS Sybil Jones, Henrico Doctors Hospital Helen Leonard, Department of Social Services Deborah Lloyd, Department of Social Services Joyce Martin, Charlottesville DSS Judy McGreal, Department of Social Services Beverly Morgan, Department of Mental Health, Mental Retardation and Substance Abuse Services Clayton Neal, Department of Mental Health, Mental Retardation and Substance Abuse Services Bette Rogers, Danville DSS Liz Smith, Richmond County DSS Terry A. Smith, Department of Social Services Tommy Spencer, Danville Department of Social Services Diana Thorpe, Department of Medical Assistance Services Tammy Whitlock, Department of Medical Assistance Services Project Managers: Marjorie Marker and William Parcell Virginia Department of Social Services A NOTE ABOUT THIS REVISION This manual was prepared in cooperation with staff of the Virginia Departments of Medical Assistance Services (DMAS), Social Services, Aging, Health, Rehabilitative Services, Mental Health, Mental Retardation and Substance Abuse Services, and Corrections as well as public human services agency assessors and other interested parties. This version replaces the working draft that was issued in February 1996 and the previous manual dated February 1998. The major changes in this manual from the February 1998 version are: • Changed “adult care residence” to “assisted living facility.” • Removed general references to intensive assisted living (IAL); these are collected in a new chapter for those few IAL residents who remain in an ALF. • Separated “reassessment” and “ongoing targeted case management” into two chapters. • Added “TIP” boxes throughout to highlight frequently asked questions. • Added that physicians who have a contract with DMAS may conduct reassessments if they choose to follow their patient on an ongoing basis (formerly they could only perform the initial assessment). • Clarified duties of assessors, particularly for individuals with a condition of mental illness or mental retardation. • Clarified definitions of dermal ulcers. • Clarified when medications are “administered by professional staff” on the Virginia Uniform Assessment Instrument (UAI). • Noted that the original UAI should always follow the resident. • Updated DMAS’ policy on forms and where to get them. • Added community release units of the Department of Corrections as an entity that can comp lete an initial assessment. • Stressed when an emergency placement can occur. • Deleted detailed definitions of ADLs; referred readers to the User’s Manual: Virginia Uniform Assessment Instrument. • Added an index of topics. • Corrected the mailing address for completed assessment packages. TABLE OF CONTENTS CHAPTER I General Information CHAPTER II Assisted Living Facility Assessment and Authorization Process CHAPTER III Special Assessment Factors CHAPTER IV Annual Reassessment CHAPTER V Ongoing Targeted Case Management CHAPTER VI Reimbursement Procedures CHAPTER VII Intensive Assisted Living Services Appendix A: Assisted Living Facility Criteria Appendix B: ALF Assessment Overview Appendix C: Forms & How to Get Them Appendix D: Contacts Index CHAPTER I: GENERAL REQUIREMENTS TABLE OF CONTENTS Purpose of this Manual ....................................................................................................................1 Background ......................................................................................................................................1 Auxiliary Grant Program.................................................................................................................2 Description of an Assisted Living Facility ......................................................................................4 A Note on Intensive Assisted Living Care .......................................................................................4 Definition of Assessment .................................................................................................................5 Population to Be Assessed ...............................................................................................................5 The Virginia Uniform Assessment Instrument (UAI) .....................................................................5 Assessors for Public Pay Individuals ...............................................................................................6 Responsibilities of DMAS, Assessors, and ALF Staff ....................................................................8 DMAS Responsibilities .......................................................................................................8 Assessor Responsibilities.....................................................................................................8 Additional Responsibilities for the Department of Social Services.....................................9 ALF Staff Responsibilities ...................................................................................................9 Coordination of Assessments.........................................................................................................10 Subcontractors................................................................................................................................10 ALFs Operated by a Community Services Board..........................................................................11 Freedom of Choice.........................................................................................................................11 Records Retention and Documentation Requirements ..................................................................11 Case Management ..........................................................................................................................11 Exhibit 1: Selections from the Code of Virginia Relating to the UAI ..........................................12 Exhibit 2: City/County Codes .......................................................................................................13
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