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DDES Memo Series 2004-23
Reply requested by January 30, 2005

December 28, 2004

STATE OF WISCONSIN
Department of Health and Family Services
Division of Disability and Elder Services

To: 
Area Administrators/ Human Services Area Coordinators
Bureau Directors
County Departments of Community Programs Directors
County Departments of Developmental Disabilities
Services Directors
County Departments of Human Services Directors
County Departments of Social Services Directors
County CSP Coordinators
Licensing Chiefs/Section Chiefs
Tribal Chairpersons/Human Services Facilitators

From: 
Sinikka Santala
Administrator

Re:  
Funding Opportunity for Using the New Mental Health & AODA Functional Screen

Document Summary

This memo describes the new mental health and co-occurring disorders functional screen which will be used to determine need for services for Comprehensive Community Services (CCS), eligibility for the Community Options Program (COP) for people with serious mental illness, and how counties may receive additional funding for using the screen voluntarily for Community Support Program (CSP) services. A reply is requested by January 30, 2005.

The Department of Health and Family Services is moving towards a system where screening for functional needs determines the level and/or type of services the person can access. In the last year, the Wisconsin Long Term Care Functional Screen went state wide, and now determines eligibility for all of the Wisconsin Home and Community Based Waivers ( CIP, COP-W, Family Care and Partnership). 

For the last three years, as part of the overall Mental Health and Substance Abuse Redesign, the Bureau of Mental Health and Substance Abuse Services has developed and tested (both for validity and reliability) a functional screen that determines the need for services for people with serious and persistent mental illness. This screen will be web based, and can automatically determine the need for the following: Community Support Programs (CSP), Comprehensive Community Services (CCS), Community Options Program (COP) and Blue Ribbon Commission (BRC) Levels 1 & 2. 

The screen will also automatically refer individuals who have co-morbid substance abuse issues to a level one screen for UPC (uniform placement criteria). It will also refer individuals with physical health problems and related ADL (activities of daily living) deficits to a long term care functional screen to determine eligibility for funding through a home and community based waiver.

The Department has chosen to make this screen the approved screen for CCS admissions for adults (the new children's screen will be used to determine CCS for children). It will also be the approved screen for COP eligibility for COP level 3 individuals with serious and persistent mental illness, beginning March 1, 2005. 

For these programs, it will be an annual requirement. It will remain voluntary for CSP at this time, however many counties may want to begin using the screen for CSP as it will give each program access to valuable data on the CSP population locally. For the first time, local agencies will have a mechanism to be able to sort caseloads by living situation, diagnosis, risk factors and ADL functional levels. 

This will provide agencies with valuable tools to plan their network of providers and services, identify individuals who need more intensive services, and ensure cost effectiveness in the local management of services. The functional screen is comprehensive enough to use in lieu of the initial assessment in order to complete the initial care plan required during the assessment period. 

For counties who want to participate in use of the screen for CSP, BQA will accept the screen in place of the initial assessment, in conjunction with the BQA required initial care plan. The agency will still be required to complete the in-depth assessment within one month of admission as required in HFS 63 administrative rules. The screen will be available statewide in March of 2005. Also available will be a web based training course through the UW-School of Nursing, Madison (see attachment on how to access the required on-line training to become a certified screener) which local staff can access at any time on line (Continuing Education Credits are awarded). 

To encourage county agencies and their sub-contractors to use the screen for their adult population in CSP, the Bureau of Mental Health and Substance Abuse Services is offering a financial incentive for those county agencies willing to begin using the screen for their CSP consumers. The agency can earn between $5,000 and $7,000 dollars to be applied towards the cost of implementing the web based screen, if they implement the use of the screen before June 30, 2005. The money needs to be spent by June 30, 2005 and can be applied towards additional computers, cost of training/loss of billable hours for CSP team members in clinical training for the screen, training of support staff in data entry and general infrastructure building.

The expectation for the use of the screen is that it will be used by the agency for all new prospective CSP consumers, and annually for all ongoing CSP consumers, with the screening process integrated into one of the required six month plan reviews required under HFS 63 (eg., if John Smith is due for a six month review in March of 2005, the agency will screen John as part of the process of the review. John will then be screened again in March of 2006). The Bureau would like a screen lead to be designated for each agency and that person will receive regular updates and information to be communicated to all agency screeners. This mechanism will also be used to solicit ideas and gather report requests from the agencies to ensure that screen data will be useful for CSP coordinators and agency directors in strategic planning for cost effective services at the local level.

The money will be awarded on a first-come-first served basis, and awarded chronologically by date stamp until the available funding has been used. Preference will be given to counties who intend to begin CCS services in 2005. Please fill in the attached form and return to Jen Peters by January 30, 2005 to apply for this funding. If you have questions concerning this screen initiative, please contact Jen Peters at (608) 261-9312.

REGIONAL OFFICE CONTACT: 
Area Administrators

CENTRAL OFFICE CONTACT: 
Jen Peters
Contract Monitor for the Integrated Systems Development Section (608) 261-9312
Fax (608) 266-1533

MEMO WEB SITE: 
http://www.dhs.wisconsin.gov/partners/local.htm

2 Attachments:

_________________________________________________________________________

BRIEF BUDGET REQUEST AND SIGNATURE OF AGREEMENT TO USE THE MENTAL HEALTH/AODA FUNCTIONAL SCREEN BY JUNE 30, 2005.

Agency Name:

____________________________________________

Agency Address:

____________________________________________

Telephone # of Contact Person:

____________________________________________

BUDGET:

ITEM AMOUNT
   
   
   

____This agency agrees to use the funding available by June 30, 2005

____This agency agrees to start using the screen for new CSP admissions in 2005

____This agency agrees to screen on-going CSP participants on an annual basis, starting in 2005.

 

Signatures: 

Agency Director_____________________________________ Date:_______

CSP Coordinator_____________________________________Date:________

 

Mail by January 30, 2005


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