Common use of Intake and Assessment Clause in Contracts

Intake and Assessment. 1. Client intake will occur preferably at the first contact with the Referral Specialist, and will involve information gathering and completion/dissemination of all basic paperwork to include, but not limited to, all required eligibility documentation, insurance information, demographic information, Consent for the Release of Medical Information, Client Rights and Responsibilities, and Grievance Procedures and forms. In addition, the Case Manager shall assist the Referral Specialist (if need be) in determining where the client was originally diagnosed and the date and location of the client’s last medical appointment. If the client has never been treated for HIV/AIDS or has not received such care for a period of more than six (6) months, all necessary additional information shall be obtained to further assess the existence of any barriers to care. 2. A comprehensive assessment is an ongoing process that is completed in a cooperative, interactive, face-to-face interview process. Assessment/reassessment identifies and evaluates a client’s medical, physical, psychosocial, environmental, financial strengths, needs and resources. It determines the client’s need for treatment and support services; the client’s current capacity to meet those needs; the ability of the client’s social support network to help meet those needs; the extent to which other agencies are involved in the client’s care; and areas in which the client requires assistance to secure services. Initial assessments should be completed within thirty (30) days of intake for services, with a reassessment performed at least every 6 months thereafter, or sooner if there is a significant change in the client’s circumstances. 3. For those client’s not already involved in medical care, the Case Manager will assist the client in identifying and making appointments with Medical Providers. The Case Manager shall schedule such medical appointments within two (2) weeks from the date of the initial intake. 4. Initial assessments and all reassessments shall be documented in the client’s case file in accordance with the format approved by the Recipient Office. The initial assessment and all reassessments shall include the acuity level; date of the assessment/reassessment; the signature and title of the staff person completing the assessment/reassessment; medical/health care, medications, and adherence issues; physical and mental health; substance use, history and treatment; nutrition/food; housing and living situation; family and dependent care issues; transportation; language/literacy skills; cultural factors; religious/spiritual support; social support system; relationship history; domestic violence; financial resources; employment and education; legal issues/incarceration history; risk behaviors; HIV prevention issues; and environmental factors. The initial assessment and all reassessments shall also identify resources and referrals to assist each client’s area of need.

Intake and Assessment. 1. Client intake will occur preferably at the first contact with the Referral Specialistcontact, and will involve information gathering and completion/completion / dissemination of all basic paperwork to include, but not limited to, all required eligibility documentation, insurance information, demographic information, Consent for the Release of Medical Information, Client Rights and Responsibilities, and Grievance Procedures and forms. In addition, the Case Manager shall assist the Referral Specialist (if need be) in determining determine where the client was originally diagnosed and the date and location of the client’s last medical appointment. If the client has never been treated for HIV/AIDS or has not received such care for a period of more than six (6) months, all necessary additional information shall be obtained to further assess the existence of any barriers to care. 2. A comprehensive assessment is an ongoing process that is completed in a cooperative, interactive, face-to-face interview process. Assessment/reassessment identifies and evaluates a client’s medical, physical, psychosocial, environmental, financial strengths, needs and resources. It determines the client’s need for treatment and support services; the client’s current capacity to meet those needs; the ability of the client’s social support network to help meet those needs; the extent to which other agencies are involved in the client’s care; and areas in which the client requires assistance to secure services. Initial assessments should be completed within thirty (30) days of intake for services, with a reassessment performed at least every 6 months thereafter, or sooner if there is a significant change in the client’s circumstances. 3. For those client’s client not already involved in medical care, the Case Manager will assist the client in identifying and making appointments with Medical Providersmedical providers. The Case Manager shall schedule such medical appointments within two (2) weeks from the date of the initial intake. 4. Initial assessments and all reassessments shall be documented in the client’s case file in accordance with the format approved by the Recipient Office. The initial assessment and all reassessments shall include the acuity level; date of the assessment/reassessment; the signature and title of the staff person completing the assessment/reassessment; medical/health care, medications, and adherence issues; physical and mental health; substance use, history and treatment; nutrition/food; housing and living situation; family and dependent care issues; transportation; language/literacy skills; cultural factors; religious/spiritual support; social support system; relationship history; domestic violence; financial resources; employment and education; legal issues/incarceration history; risk behaviors; HIV prevention issues; and environmental factors. The initial assessment and all reassessments shall also identify resources and referrals to assist each client’s area of need.