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37.34.1103    INDIVIDUAL PLAN: COMPONENTS

(1) Each individual plan must include the following:

(a) any results of comprehensive assessments, both formal and informal, of the individual receiving services, which identify current abilities and needs. Assessments must include, but are not limited to, the following:

(i) a physical examination, a health assessment and a dental examination completed at appropriate intervals as determined by the health professional;

(ii) a living skills assessment completed within 60 calendar days prior to the individual planning meeting;

(iii) developmental, educational, employment, social or leisure assessments completed or updated within 60 calendar days prior to the individual planning meeting unless the team determines and documents in the individual plan that an assessment should be conducted at other than annual intervals;

(iv) a self assessment; and

(v) other reassessments as needed and identified by the person's individual planning team;

(b) the goals toward which the activities outlined in the plan will be directed;

(c) the specific objectives directed toward accomplishing the goals; and

(d) a summary of medical, dental, and other health related appointments and records for the period since the last individual planning meeting. The summary must include the health professionals' names, the dates of service, the results of the person's most recent health examinations, a list of any prescribed medications, the current methods of administration for any prescription medication, and the purpose of each medication.

(2) The objectives of an individual plan must be prioritized, stated separately in behavioral terms, specifying single outcomes.

(a) An objective must include the following elements:

(i) a statement of the conditions, as appropriate, in which the behavior is to occur;

(ii) an objective, measurable description of the behavior;

(iii) a statement of the acceptable level of performance;

(iv) the names of persons, along with their affiliations, who have been assigned responsibility for implementation of each objective;

(v) the dates by which the programs for each objective assigned by the individual planning team are to be implemented; and

(vi) the date by which each objective is expected to be met.

(3) The individual plan must be signed by all persons who have participated in developing the plan, including the person receiving services. Each participant must indicate whether the person agrees or disagrees with the plan. Each participant must acknowledge the confidential nature of the information presented and discussed.

History: Sec. 53-2-201 and 53-20-204, MCA; IMP, Sec. 53-20-203, MCA; NEW, 1993 MAR p. 1353, Eff. 6/25/93; AMD, 1996 MAR p. 2188, Eff. 8/9/96; TRANS, from SRS, 1998 MAR p. 3124.

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