Case Notes

1. Case Notes SDATE anything you write S QUOTE exactly as stated SRecognizePERTINENT information SWrite inSPECIFIC, OBSERVABLE and MEASURABLE terms SIf yourOPINION, say so

2. Case Note Exercise • 5 Observation Bill came in looking a mess & stressed out

3. Case Note Exercise January January • 5 3 4 Observation Mark was angry at the world!

4. Case Note Exercise January January • 5 4 5 Observation Olivia was late again!

5. Case Note Exercise January January • 5 6 7 Observation John said he felt like killing someone!

6. Case Note Exercise January January • 5 4 5 Observation Marsha was not cooperating

7. Individualized Development Plan COMPETENCY: Be able to assist clients with the creation and implementation of Individualized Development Plan

8. Do IDP IDP Process Review IDP Prepare and Implement Implement Review IDP for Appropriateness Track and Monitor Supportive Services Review IDP for Appropriateness & Modify Track & Monitor of Employer/Placement

9. Essential Elements-IDP’s • Identifying information • Summary of education and training • Employability issues • Current Services being received from other agencies

10. Elements of IDP’s (continued) • Identified goals: • Long term • Short term • Steps to achieve each short term goal • Person responsible • Follow-up date Signature/date

11. Reviewing IDP’s • Summary of the assessment • State specific goals • State who is responsible • Dates for each step accomplished • Client’s & case manager’s signatures • Client should be given a copy • Reviewed and updated regularly • Can notes be deciphered

12. Identify what transpired at the appointment through the eyes of both parties. Confirm the client attended the appointment. Determine what the client’s next steps are. Is the case manager’s support needed, and whether a modification of the IDP is required. Take corrective measures (such as rescheduling) if the client did not attend the appointment as planned. Case Management Follow-Up on Referrals

13. Track and Monitor the IDP • Conduct follow-up interviews with client, service providers, and employers • Assess continuing appropriateness of plan • Assess and analyze client’s progress • Provide assistance and support toward completion of client’s IDP

14. Assess Continuing Appropriateness • Areas unexplored • Were referrals for support adequate • Lack of motivation • Long term goals too much • Are they really the client’s goals