Client Assessment and Service Plan
Requires, as the Agency's own standard, a non-medical needs assessment by a supervisor before services start and a written service plan, agreed with the client, that lists every task, how often and when, any special instructions and the limits of home care, with review at least every six months and whenever the client's needs change.
About this policy
- Policy number
- CA-HC-SP-01
- Version
- 1.0
- Main rule
- Cal. Health & Safety Code §1796.12(n)
- Library
- California home care · 50 policies
- Category
- Service delivery
- Sections
- 17
In short
- Read the client's service plan before your first visit and follow it at every visit.
- Do only the tasks in the plan. If the client asks for something else, call the office.
- Never do nursing or medical tasks, give medication or fill pill organizers, even if asked.
- Write down the tasks you did and any task you could not do, and why.
- Supervisors review the plan at least every six months and after a hospital stay, fall or other change.
What's inside
17 sections. The full text comes with the One-time Policy Pack.
- Terms of Reference
- 1. Purpose
- 2. Scope
- 3. Definitions
- 4. Policy Statement (Cal. Health & Safety Code §1796.12(n))
- 5. The Needs Assessment
- 6. Contents of the Service Plan
- 7. Writing and Starting the Plan
- 8. Reviewing and Updating the Plan
- 9. Following the Plan at Every Visit
- 10. Responsibilities
- 11. Records and Compliance Monitoring
- 12. Staff Training
- 13. References
- 14. Related Policies and Forms
- 15. Approval
- 16. Revision History
An inspector may ask
- Show me this client's service plan. How does the aide know what to do at each visit?
- Who assessed this client, and when was the plan last reviewed?
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