Wisconsin Legislature: DHS 61.34(2)(h)

(c) The case manager shall be responsible for the development, coordination and implementation of a service plan for each individual receiving services other than information and referral, diagnosis, and transportation. This service plan shall be developed as specified under s. DHS 61.34 evaluation service.

(d) The case manager shall coordinate, his or her effort with the information and referral service to assist people with a developmental disability in obtaining a service they need which does or does not exist within the board mandate.

(e) The case manager shall provide an annual written summary to the director on each person who receives only follow-along service.

History: Cr. Register, January, 1980, No. 289, eff. 2-1-80; correction in (2) (c) made under s. 13.93 (2m) (b) 7, Stats., July, 2000, No. 535; correction in (2) (c) made under s. 13.93 (2m) (b) 7., Stats., Register, June, 2001, No. 546.

DHS 61.33 Diagnostic services. Diagnostic services are medical services, to identify the presence of a developmental disability.

(1) Required personnel.

(a) Diagnosis shall be performed by a physician. Whenever possible the physician shall be a specialist in developmental disorders.

(b) There shall be additional personnel as necessary to meet the diagnostic needs of the individual.

(2) Program.

(a) Diagnosis shall be provided when the person enters the service delivery system, if this has not already been completed, and periodically thereafter when changes in functioning indicate that a person’s eligibility for services should be reassessed.

(b) The diagnosis shall include a physical assessment and may include a psychological assessment and a social history if they relate to the person’s developmental disability.

(c) A written report on the type and degree of an individual’s developmental disability shall be made to the director within 30 days after the referral for service has been made.

(d) The written report shall be available to the service providers on a need to know basis as specified in s. 51.30, Stats.

History: Cr. Register, January, 1980, No. 289, eff. 2-1-80.

DHS 61.34 Evaluation services. Evaluation services are the systematic assessment of pertinent physical, psychological, vocational, educational, cultural, social, familial, economic, legal, environmental, mobility, and other factors affecting the individual with a developmental disability in order to develop a comprehensive service plan. Evaluation services shall include the initial formal evaluation as well as a mechanism for review and modification of the service plan.

(1) Required personnel.

(a) There shall be a case manager who acts as coordinator.

(b) There shall be additional personnel as necessary to meet the evaluation needs of the individual. The evaluation shall, as needed, include assessments of a physician, psychologist, dentist, optometrist, speech pathologist, audiologist, professional vocational specialist, social worker, physical therapist, occupational therapist, nurse, or teacher.

(c) The person shall be actively involved in the evaluation process and family members, advocates or guardians of the individual shall be included if appropriate.

(d) In conjunction with the implementation of the service plan, staff within agencies shall be designated to provide continuous evaluation of a person’s performance within a service or activity.

(2) Program.

(a) The case manager shall be responsible for coordinating the formal evaluation. The formal evaluation shall, as needed, include personnel who are able to provide a systematic interdisciplinary assessment of physical, psychological, vocational, educational, cultural, social, economic, legal, environmental, familial, mobility, and other characteristics affecting the person with a developmental disability.

(b) A person shall receive a formal evaluation within 30 days of the referral for evaluation services.

(c) All or portions of evaluations done by local or state agencies such as local schools, centers for the developmentally disabled, division of vocational rehabilitation (DVR) or technical college system which are less than one year old shall be reviewed.

(d) The case manager shall ensure that a written report is prepared which shall contain:

1. Recommendations on the nature and scope of services needed to correct or minimize the disabling condition or conditions and those services needed to promote or enhance the individual’s total strengths and assets.

2. The extent to which the disability limits, or can be expected to limit, the individual and how and to what extent the disabling condition or conditions may be corrected or minimized.

(f) The case manager shall be responsible for the development of a service plan based upon the reports of the evaluators. The service plan shall be developed in cooperation with the individual and the family. The service plan shall state long and short-term objectives for the individual, services needed to meet objectives and a timetable for their attainment. The service plan shall also include agency case plans which shall contain outcome oriented, measurable objectives and a timetable for their attainment. It shall specify the types of activities in which the person shall participate and the activities shall be appropriate to the age as well as the functional level of the individual.

(g) The case manager shall coordinate the implementation of the service plan and shall review the agencies case plans and the written progress notes of the agency staff concerning the individual’s progress toward the objectives contained in the service plan at least every 6 months.

(h) There shall be continuous evaluation which shall be the responsibility of the case manager and agency staff. As part of the continuous evaluation, the case manager shall hold at least an annual review of the service plan. This review shall include the individual, those persons responsible for providing services to the individual, and the family. Any of the people involved in the original assessment, may be included. The case manager shall ensure that a written summary report of the annual review is prepared.

(i) The case manager shall be responsible for coordinating formal re-evaluations of the individual based upon the recommendations from the annual review.

(j) The case manager shall be responsible for modifying the service plan based upon any significant change in the person’s functioning and shall coordinate the implementation of the revised service plan.

History: Cr. Register, January, 1980, No. 289, eff. 2-1-80; correction in (6) made under s. 13.93 (2m) (b) 6., Stats., Register, June, 1995, No 474.

DHS 61.35 Counseling services. Counseling services provide professional guidance based on knowledge of human behavior through the use of interpersonal skills to achieve specified goals.

(1) Personnel.

(a) The individual providing counseling services, except in the areas of medical and legal counseling, shall have the skills and knowledges that would be typically acquired through a course of study leading to a master’s degree in one of the behavioral sciences and one year of training or experience in the specific area in which counseling is being offered.

(b) Medical counseling shall be provided by a licensed physician or a registered professional nurse in accord with the Professional Practice Act, and legal counseling shall be provided by a licensed attorney. Non-medical or non-legal counselors shall inform the person with a developmental disability and the family of what the statutes provide and the interpretations provided by administrative rules and guidelines in the legal and medical areas.

(2) Program.

(a) Counseling services may assist the person with a developmental disability and the family to understand his or her capabilities and limitations or assist in the alleviations of problems of adjustment and interpersonal relationships.

(b) Counseling services shall assist the person with a developmental disability and the family with understanding the objectives in the individual’s service plan.

(d) The counselor shall keep a written record for each counselee. The record shall contain summaries of each scheduled session and any other significant contact. The record shall include but is not limited to the following data:

1. Date of contact.

2. Names, addresses and phone numbers of the people involved in contact.

3. Duration of the contact.

4. Progress toward objectives of the counseling case plan.

5. Recommendations for changes in counseling or the overall service plan.

(e) The counselor shall send a written report to the case manager at least every 6 months. The report shall contain a statement on progress toward the goals of the service plan and the recommendations for changes in the service plan.

History: Cr. Register, January, 1980, No. 289, eff. 2-1-80.

DHS 61.36 Education services. Education services are structured learning experiences designed to develop ability to learn and acquire useful knowledge and basic academic skills, and to improve the ability to apply them to everyday living.

(1) Agency based programs for birth-3 years.

(a) Required personnel.

1. There shall be a director who shall have skills and knowledges that typically would be acquired through a course of study leading to a bachelor’s degree in child development, early childhood education or a closely related area.

2. Instructional and related personnel shall be certified or meet certification requirements as established by the department of public instruction.

3. The maximum number of children in a group and the ratio of children to direct service staff shall not exceed:

- See PDF for table

(b) Program.

1. For children from birth to 3 years, the program emphasis shall be on cognitive, motor, social, communication and self help skills.

2. Whenever possible programming for the birth to 3 year old shall be done in conjunction with the parents or the persons primarily responsible for the care of the child.

3. Programming for the birth to 3 year old shall take into consideration the individual family environment of each child.

4. Educational services shall be provided as recommended in the service plan.

5. Designated staff involved in the education service shall send a written report to the case manager at least every 6 months. The report shall contain a statement on progress toward the objectives of the service plan and the recommendations for changes in the service plan.

(2) Home-based services for birth-3 years.

(a) Required personnel.

1. There shall be a home trainer who is certified by the department based on the criteria established by the Wisconsin hometrainers association, Inc. A licensed physical therapist or neuro-developmental occupational therapist also qualifies as home trainers.

(b) Program.

1. For children from birth to 3 years, the program emphasis shall be on cognitive, motor, social, communication and self help skills.

2. Whenever possible programming for the birth to 3 year old shall be done in conjunction with the parents or the persons primarily responsible for the care of the child.

3. Programming for the birth to 3 year old shall take into consideration the individual family environment of each child.

4. Educational services shall be provided as recommended in the service plan.

(3) Programs serving individuals 18 years and over. These programs requirements are specified in s. DHS 61.38, training services.

History: Cr. Register, January, 1980, No. 289, eff. 2-1-80.

DHS 61.37 Recreational services. Recreation services are activities designed to meet specific individual needs such as individual self-expression, social interaction and entertainment; develop skills and interests leading to enjoyable and constructive use of leisure time; and improved well-being.

(1) Personnel. There shall be a recreation director and staff as needed.

(2) Program.

(a) The agency providing recreation services shall hold regularly scheduled activities which meet the needs, interests and abilities of individuals.

(b) The agency providing recreation services shall provide at least one of the following kinds of activities:

1. Active and passive

2. Individual and group

3. Social, physical and creative

4. Community involvement activities

(d) The agency providing recreation services shall provide the necessary supplies and equipment to meet the individual needs of clients.

(e) The agency providing recreation services shall utilize existing generic community social and recreation services, including personnel, supplies, equipment, facilities and programs when possible.

History: Cr. Register, January, 1980, No. 289, eff. 2-1-80.

DHS 61.38 Training services. Training services provide a planned and systematic sequence of formal and informal activities for adults designed to develop skills in performing activities of daily and community living including self-help, motor and communication skills and to enhance emotional, personal and social development. Training services are usually provided as day services, sheltered employment or transitional community living arrangements.

(1) Personnel.

(a) Director. There shall be a director who shall have skills and knowledges that typically would be acquired through a course of study leading to a bachelor’s degree in a human services related field and at least 3 years of related experience.