Service Planning and Activity Plans
Sets how the Agency plans each client's services with the client: who writes the written activity plan and when, how it follows the person-centered services plan for Medicaid clients, what it contains, how aides use it on every visit, and when it is reviewed and updated. Adds the initial-visit rules for ODA personal care and homemaker and for Ohio Home Care Waiver personal care aide services.
About this policy
- Policy number
- OH-HC-SP-01
- Version
- 1.0
- Main rule
- OAC 173-39-02.11(C)(4)(b)(i)
- Library
- Ohio home care · 49 policies
- Category
- Service delivery
- Sections
- 18
In short
- Every client has a written activity plan. Read it before your first visit and whenever it changes.
- Do only the tasks in the activity plan, and ask the client before each one.
- Write down every task you did, and any task you did not do and why.
- If the client asks for something not in the plan, explain kindly and call your supervisor.
- Tell your supervisor when a task is not working or the client's wishes change, so the plan can be updated.
What's inside
18 sections. The full text comes with the One-time Policy Pack.
- Terms of Reference
- 1. Purpose
- 2. Scope
- 3. Definitions
- 4. Policy Statement (OAC 173-39-02.11(C)(4)(b)(i))
- 5. Who Writes the Activity Plan, and When
- 6. Working From the Person-Centered Services Plan
- 7. Planning With the Client
- 8. What the Activity Plan Contains
- 9. Using the Activity Plan on Every Visit
- 10. Reviewing and Updating the Activity Plan
- 11. Responsibilities
- 12. Records and Compliance Monitoring
- 13. Staff Training
- 14. References
- 15. Related Policies and Forms
- 16. Approval
- 17. Revision History
An inspector may ask
- Show me this client's activity plan. Who wrote it, and was it in place before or during the first visit?
- How does the activity plan match the person-centered services plan the case manager approved?
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