Social Services Meeting Sample

I: This facilitator and PP, met the client and mother in order to open the case and begin the process of identifying client and family needs. FF went over the POC with the family. FF and PP asked client and family for good news. The client shared he didn’t have a good day at school. Client

On Tuesday March 8th, 2016 Case Conference with Resident Ebony Rice #325 has been conducted with Janette Chirico from DHS , Program Director Felicita Rivera, Housing Program Supervisor Zenobia Garland and Senior Case Manager Ms. Arias. The purpose of this meeting was to address client noncompliance and to come with an exit strategy for this Ms. Rice. Client was asked the reason for her missing ILP meetings and her barrier to obtain permanent housing. Client has a LINCH voucher for the amount of $1515. Client stated that she hasn’t receives any help from facility staff so she is searching for apartment on her own. Ms. Rice has been receiving assistance by the onsite housing department but unfortunately she has been able to link to an apartment

Social Services Meeting: On 11/21/2016, Ms. Medina and her children met with her assigned Case Manager for the family ILP Document Review. Ms. Medina is expected to meet with assigned Case Manage bi-weekly. Ms. Medina’s next ILP Document Review is on 12/05/2016. Case Manager encouraged Ms. Medina to continue attending meetings. Ms. Medina stated that she was a sad and upset, due to that her doctor informed her that she is not going to be able to work as a Home Health Aid due to a back injury. Ms. Medina stated that her doctor recommended that she would benefit from physical therapy and that she should avoid to lift anything heavy until further notice.

CPSW did a home visit to meet with Ms. Berner and to discuss about her safety plan since the children are moving with her on10/29/16 from the foster provider. Ms. Berner was late for her appointment and CPSW waited a 40 minutes for Ms. Berner. Ms. Berner apologized for being late. CPSW explained Ms. About safety plan. Ms. Berner understood and she signed them. Ms. Berner stated that she will be doing a house arrest for two weeks and the recommendation of her criminal court is to obey law and continue taking her medication on time and seeing her therapist. Also, cooperating with her PO and CPSW. CPSW consulted with the supervisor and she has approved both children to move back with Ms. Berner. Goal 1-2

He reports the patient’s roommate was subsequently evicted from his home after the landlord inquired about the ambulance visiting. He reports he contacted her father concerning the patient residing within the family home, but the father has said no. In addition, he reports he has attempted to contact her uncle but has been unable to make contact with him. He reports he has attempted to make contact with her said friend who is considering allowing her the opportunity to reside with her but she has not answered her phone and he has been unable to leave a voice message. He reports no one wants her in their home, and the patient has “burned her bridges” with family members. He reports her family would benefit from counseling. In addition, he reports her family has high expectations of CPS. He reports her current case was not going to close within 12 days of 06/30/2017. In addition, the case will not

Social Service Meeting: On 02/28/2017 Ms. Williams met with her assigned Case Manager for the family weekly ILP Document Review. Ms. Williams’ next ILP Document Review appointment is on 02/07/2017. No issues or concerns were discuss during the meeting. Children were present at the time at the meeting.

Social Services: On 12/08/2016, client Lissy Figueroa met with assigned Case Manager Ms. Gilgen for Intake Assessment and Initial Independent Living Plan (ILP). Client is 21 years Hispanic female. Client has a 3 year old son named Maxwell. Case Manager asked client how and why she became homeless. Client stated that she was

CM was out on vacation from 5/3/2017 to 6/14/2017. On 6/20/2017, CM met with the client to complete Bi-Weekly ILP Review. Client was dressed in proper attire for the weather. Her affect and mood was appropriate. Client maintains eyes contact appropriately and she was oriented to person, place, time and situation. Client continue to deny suicidal or homicidal ideation

On 8/7/2015, CM met with the client and completed Bi-Weekly ILP Review. Client arrived early for the meeting; she was alert, satisfactorily groomed, and casually dressed. In the meeting she was cooperative and friendly. CM inquires how client is doing since the last Bi-Weekly ILP Review. Client reported she is exhausted from running around obtaining relevant documents to be submitted to Lemle & Wolfe, Inc. by 8/3/2015. She continues to reports she has Straight Medicaid and she is searching for a Managed Cared that cover oxygen tanks.

Late Entry On 6/30/2016, CM met with the client to complete to Bi-Weekly ILP Review. In the meeting, client was dressed appropriately for the weather. She was very loquacious and client. Client appears to have difficulty sustaining attention, client does not seem to listen when spoken to directly and she is unable to follow through on tasks. Client affect is inappropriate and she denied suicidal or homicidal ideation.

On 9/12/2015, CM met with the client to complete Bi-Weekly ILP Review. She was well groomed, and dressed with proper attire. She made eye contact appropriately. Her affect was appropriate. CM inquires if the client had any recent seizure disorder. Client replies “No” because she is not spending time in the shelter. She continue to relate during the day spend it with her children and grandbaby.

Late Entry On 7/15/2015, CM conducted a search via Security to locate client. Client was found sitting in the patio. Security asked the client to go upstairs to the 3rd floor to see social services. CM met with the client and completed Bi-Weekly ILP Review. In the meeting the client

Social Service Meeting: On 12/06/2016 Ms. Williams met with her assigned Case Manager for the family weekly ILP Document Review. Ms. Williams’ next ILP Document Review appointment is on 12/13/2016. Ms. Williams is not in-compliance with the terms of her ILP. Ms. Williams did not report any issues or concerns. Children were present at the time of the meeting.

Ryan is becoming an experienced investigator. He is showing improvement in decreasing the number of overdue hotlines that he as each month. He has not had any overdue reports since August, 2016. He does have his Plans of Actions & recoding in his cases according to policy 90% of the time. He is able to identify risk in his investigations and develop steps to resolves any problems, or issues. He has a solid understanding of the statues, and regulations for PS cases and other programs and services that are state funded. Ryan understands the HIPPA rules and confidentiality. He utilizes numerous community resources to find answers, solutions, and ideas that are case specific in meeting the needs of the Reported Adult. He utilizes different agency

Pa is receiving the amount of support necessary to ensure her health and safety needs are met and Pa remains satisfied w/ her services. SC reviewed backup plan w/ Pa, Pa's Cousin Linda, will assist if PAS is not available. This is a new backup plan for Pa. Pa is currently using backup plan until the agency aide starts. SC provided and reviewed the "Who do I contact if. . ." form with Pa. There is no duplication of services. Waiver continues to be the payer of last resort. Pa remains NFCE Waiver appropriate. SC document on SC reviewed Provider Choice, 10 item ISP checklist including rights and responsibilities and right to appeal. SC reviewed Participant Information Packet including: Your rights as a Participant, Your responsibilities as Participant, Participant choice, Applying for HCBS programs, Role of the Service Coordinator, Participant Complaints, How can I find other resources in my Community?, Medicaid (MA) Fraud and Abuse, Who do I contact If…, Abuse, neglect and exploitation, Self -directed services, and Your Appeal and Fair Hearing Rights. The following forms were reviewed and signed: ISP signature page, Provider Choice Form, Voter Registration Opportunity Preference Form and Authorization for Use and Disclosure