R510-400-7. Case Management

(1) Each case manager shall complete the following: (a) an initial assessment of the individual; (b) annual reassessments of the individual; (c) quarterly reviews of the individual's case plan; and (d) monthly contact or visits with the individual, the individual's service provider, or the individual's family. (2) For each quarterly review, the case manager shall document the following: (a) a review of the services being provided; (b) any changes in the individual's condition; (c) any progress toward the care plan objectives and goals; (d) the appropriateness of the services being provided; (e) the individual's satisfaction with or concerns of the services being provided; and (f) the status of any rented or purchased equipment.