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Person-Centered Planning Checklist

  • Insert “person-centered” into care plan documents and policies
  • Must be driven by individual
  • Includes people chosen by registrant
  • Provides necessary information and support so that registrant directs the process and is enabled to make informed choices and decisions
  • Is timely and occurs at times and locations convenient to registrant (and family)
  • Written in plain language and in manner accessible to people with disabilities or persons with limited English
  • Must include a strategy for solving conflict or disagreement
  • Offers choice to individual regarding services and supports and from whom
  • Includes a method for the individual to request updates to the plan, as needed
  • Records alternative HCBS settings that were considered
  • Must reflect the services and supports that are important for the individual (based on the assessment) and services and supports important TO the individual
  • Must reflect that the setting resides was chosen by the individual?
  • Reflect registrant strengths and preferences
  • Reflect clinical and support needs as identified through UAS
  • Include identified goals and outcomes
  • Reflect services and supports (paid and unpaid) that will assist individual to achieve identified goals
  • Risk factors and measures in place to minimize them
  • Must be understandable to the individual and individuals important in supporting him/her. Must be written in plain language and accessible to people with disabilities
  • Identify person responsible for monitoring the plan
  • Be finalized and agreed to, with the informed consent of the individual in writing, and signed by all individuals and providers responsible for implementation
  • Distribute to the registrant and other people involved in the plan
  • Include the services the registrant elects to self-direct
  • Prevent unnecessary or inappropriate services and supports