2023 Edition

Adult Day Services Definition

Purpose

Individuals who participate regularly in Adult Day Services achieve and maintain an optimal level of well-being, functioning and health, and remain in their preferred community residence.

Definition

Adult Day Services provide daytime, community-based services for adults who are in need of supervised support, stimulation, and care and who return home in the evening. Services are designed to maintain or improve social, psychological, and physical functioning. Health, social, educational, and/or supportive services are offered to individuals who need some supervision and assistance, but are not in need of intensive medical monitoring, rehabilitative services, more than minimal assistance with activities of daily living, or overnight care.

Note:Please see PA-AD Reference List for the research that informed the development of these standards.


Note:For information about changes made in the 2020 Edition, please see the AD Crosswalk.


2023 Edition

Adult Day Services (PA-AD) 1: Person-Centered Logic Model

The agency implements a program logic model that describes how resources and program activities will support the achievement of positive outcomes.
NotePlease see the Logic Model Template for additional guidance on this standard.  
1
Full Implementation, Outstanding Performance
A rating of (1) indicates that the agency's practices fully meet the standard and reflect a high level of capacity.  
  • All elements or requirements outlined in the standard are evident in practice, with rare or no exceptions: exceptions do not impact service quality or agency performance. 
2
Substantial Implementation, Good Performance
A rating of (2) indicates that an agency's infrastructure and practices are basically sound but there is room for improvement.
  • The majority of the standards requirements have been met and the basic framework required by the standard has been implemented. 
  • Minor inconsistencies and not yet fully developed practices are noted; however, these do not significantly impact service quality or agency performance.
3

Partial Implementation, Concerning Performance
A rating of (3) indicates that the agency's observed infrastructure and/or practices require significant improvement.  

  • The agency has not implemented the basic framework of the standard but instead has in place only part of this framework.  
  • Omissions or exceptions to the practices outlined in the standard occur regularly, or practices are implemented in a cursory or haphazard manner.  
  • Service quality or agency functioning may be compromised.  
  • Capacity is at a basic level.
4
Unsatisfactory Implementation or Performance
A rating of (4) indicates that implementation of the standard is minimal or there is no evidence of implementation at all.  
  • The agency’s observed service delivery infrastructure and practices are weak or non-existent; or show signs of neglect, stagnation, or deterioration.
Self-Study Evidence On-Site Evidence On-Site Activities
  • See program description completed during intake
  • Program logic model that includes a list of client outcomes being measured
  • Policy for prohibited interventions
No On-Site Evidence
  • Interviews may include:
    1. Program director
    2. Relevant personnel

 

PA-AD 1.01

A program logic model, or equivalent framework, identifies:
  1. needs the program will address;
  2. available human, financial, agency, and community resources (i.e. inputs);
  3. program activities intended to bring about desired results;
  4. program outputs (i.e. the size and scope of services delivered); 
  5. desired outcomes (i.e. the changes you expect to see in service recipients); and
  6. expected long-term impact on the agency, community, and/or system.
Examples: Please see the W.K. Kellogg Foundation Logic Model Development Guide and COA’s PQI Tool Kit for more information on developing and using program logic models.  

Examples: Information that may be used to inform the development of the program model includes, but is not limited to: 
  1. needs assessments and periodic reassessments; 
  2. risks assessments conducted for specific interventions; and 
  3. the best available evidence of service effectiveness.

 

PA-AD 1.02

The logic model identifies client outcomes in at least two of the following areas:
  1. change in clinical status;
  2. change in functional status;
  3. health, welfare, and safety;
  4. permanency of life situation; 
  5. quality of life; 
  6. achievement of individual service goals; and 
  7. other outcomes as appropriate to the program or service population.

Interpretation: Outcomes data should be disaggregated to identify patterns of disparity or inequity that can be masked by aggregate data reporting. See PA-PQI 5.02 for more information on disaggregating data to track and monitor identified outcomes. 


 
Fundamental Practice

PA-AD 1.03

Agency policy prohibits:
  1. corporal punishment;
  2. the use of aversive stimuli;
  3. interventions that involve withholding nutrition or hydration, or that inflict physical or psychological pain;
  4. the use of demeaning, shaming, or degrading language or activities;
  5. forced physical exercise to eliminate behaviours;
  6. unwarranted use of invasive procedures or activities as a disciplinary action;
  7. punitive work assignments;
  8. punishment by peers; and
  9. group punishment or discipline for individual behaviour.
2023 Edition

Adult Day Services (PA-AD) 2: Personnel

Program personnel have the competency and support needed to provide services and meet the needs of service recipients.
1
Full Implementation, Outstanding Performance
A rating of (1) indicates that the agency's practices fully meet the standard and reflect a high level of capacity.  
  • All elements or requirements outlined in the standard are evident in practice, with rare or no exceptions: exceptions do not impact service quality or agency performance. 
2
Substantial Implementation, Good Performance
A rating of (2) indicates that an agency's infrastructure and practices are basically sound but there is room for improvement.
  • The majority of the standards requirements have been met and the basic framework required by the standard has been implemented. 
  • Minor inconsistencies and not yet fully developed practices are noted; however, these do not significantly impact service quality or agency performance.
3

Partial Implementation, Concerning Performance
A rating of (3) indicates that the agency's observed infrastructure and/or practices require significant improvement.  

  • The agency has not implemented the basic framework of the standard but instead has in place only part of this framework.  
  • Omissions or exceptions to the practices outlined in the standard occur regularly, or practices are implemented in a cursory or haphazard manner.  
  • Service quality or agency functioning may be compromised.  
  • Capacity is at a basic level.
4
Unsatisfactory Implementation or Performance
A rating of (4) indicates that implementation of the standard is minimal or there is no evidence of implementation at all.  
  • The agency’s observed service delivery infrastructure and practices are weak or non-existent; or show signs of neglect, stagnation, or deterioration.
Self-Study Evidence On-Site Evidence On-Site Activities
  • List of program personnel that includes:
    • Title
    • Name
    • Employee, volunteer, or independent contractor
    • Degree or other qualifications
    • Time in current position
  • See organizational chart submitted during application
  • Table of contents of training curricula
  • Procedures or other documentation relevant to continuity of care and case assignment
No On-Site Evidence
  • Interviews may include:
    1. Program director
    2. Relevant personnel
  • Review personnel files

 

PA-AD 2.01

Personnel are qualified by:
  1. the skill and experience to meet the psychosocial and medical needs of care recipients; and 
  2. the personal characteristics and temperament suitable for working with adults with special needs.

 

PA-AD 2.02

The program director or administrator is available full time at each site and is qualified:
  1. as a registered nurse; or 
  2. has a bachelor’s degree in a human service field and relevant experience.
Interpretation: If qualified directors or administrators are not employed full-time at every site, a qualified director or administrator should oversee a limited number of sites.

 

PA-AD 2.03

All direct service personnel are trained on, or demonstrate competency in the following areas, as appropriate to the services provided:
  1. crisis prevention and intervention techniques;
  2. identification of changes in service recipient functioning; 
  3. identification of medical needs or problems;
  4. the agency's plans for handling medical or psychiatric emergencies;
  5. use of adaptive equipment, such as braces and wheelchairs;
  6. providing personal care; and
  7. specific skills necessary to serve the target population.

 

PA-AD 2.04

Personnel who lead or facilitate group activities have relevant training or experience.

 
Fundamental Practice

PA-AD 2.05

There is at least one person on duty at each program site any time the program is in operation that has received first aid and age-appropriate CPR training in the previous two years that included an in-person, hands-on CPR skills assessment conducted by a certified CPR instructor.

 

PA-AD 2.06

A recreational therapist is on staff or available for consultation.

 

PA-AD 2.07

Day programs with a health focus employ an RN or LPN.
NA The day program does not have a health focus.

 
Fundamental Practice

PA-AD 2.08

An agency that serves a high percentage of multiply handicapped or frail individuals obtains the specialized services of dietitians, nurses, physicians, and physical and/or occupational therapists for consultation, evaluation, or training.
Interpretation: If specialized services are provided off-site, support and transportation are arranged.
NA The agency does not serve a high percentage of handicapped or frail individuals.

 

PA-AD 2.09

The agency minimizes the number of workers assigned to the individual over the course of their contact with the agency by:
  1. assigning a worker at intake or early in the contact; and
  2. avoiding the arbitrary or indiscriminate reassignment of direct service personnel.

 

PA-AD 2.10

Employee workloads support the achievement of client outcomes and are regularly reviewed.
Examples: Examples of factors that may be considered when determining employee workloads include, but are not limited to:
  1. the qualifications, competencies, and experience of the worker, including the level of supervision needed;
  2. the work and time required to accomplish assigned tasks and job responsibilities; and
  3. service volume, accounting for assessed level of need and frequency of contact with persons served.
2023 Edition

Adult Day Services (PA-AD) 3: Intake and Assessment

The agency's intake and assessment practices ensure that individuals receive prompt and responsive access to appropriate services.
1
Full Implementation, Outstanding Performance
A rating of (1) indicates that the agency's practices fully meet the standard and reflect a high level of capacity.  
  • All elements or requirements outlined in the standard are evident in practice, with rare or no exceptions: exceptions do not impact service quality or agency performance. 
2
Substantial Implementation, Good Performance
A rating of (2) indicates that an agency's infrastructure and practices are basically sound but there is room for improvement.
  • The majority of the standards requirements have been met and the basic framework required by the standard has been implemented. 
  • Minor inconsistencies and not yet fully developed practices are noted; however, these do not significantly impact service quality or agency performance.
3

Partial Implementation, Concerning Performance
A rating of (3) indicates that the agency's observed infrastructure and/or practices require significant improvement.  

  • The agency has not implemented the basic framework of the standard but instead has in place only part of this framework.  
  • Omissions or exceptions to the practices outlined in the standard occur regularly, or practices are implemented in a cursory or haphazard manner.  
  • Service quality or agency functioning may be compromised.  
  • Capacity is at a basic level.
4
Unsatisfactory Implementation or Performance
A rating of (4) indicates that implementation of the standard is minimal or there is no evidence of implementation at all.  
  • The agency’s observed service delivery infrastructure and practices are weak or non-existent; or show signs of neglect, stagnation, or deterioration.
Self-Study Evidence On-Site Evidence On-Site Activities
  • Screening and intake procedures
  • Assessment procedures
  • Copy of assessment tools
  • Community resource and referral list
  • Interviews may include:
    1. Program director
    2. Relevant personnel
    3. Persons served
  • Review case records

 

PA-AD 3.01

Individuals are screened and informed about: 
  1. how well their request matches the agency's services; and
  2. what services will be available and when.
NA The agency accepts all referrals, as defined in a contract.

 
Fundamental Practice

PA-AD 3.02

Prompt, responsive intake practices:
  1. gather information necessary to identify critical service needs and/or determine when a more intensive service is necessary;
  2. give priority to urgent needs and emergency situations;
  3. support timely initiation of services; and
  4. provide placement on a waiting list or referral to appropriate resources when individuals cannot be served or cannot be served promptly.

 

PA-AD 3.03

Persons served participate in an individualized, culturally and linguistically responsive assessment that is:
  1. completed within established timeframes;  
  2. updated as needed based on the needs of persons served; and
  3. focused on information pertinent for meeting service requests and objectives.

Interpretation: The Assessment Matrix - Private, Public, Canadian, Network determines which level of assessment is required for COA’s Service Sections. The assessment elements of the Matrix can be tailored according to the needs of specific individuals or service design.

2023 Edition

Adult Day Services (PA-AD) 4: Service Planning and Monitoring

Each person participates in the development and ongoing review of a service plan that is the basis for delivery of appropriate services and support.

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VIEW THE STANDARDS

1
Full Implementation, Outstanding Performance
A rating of (1) indicates that the agency's practices fully meet the standard and reflect a high level of capacity.  
  • All elements or requirements outlined in the standard are evident in practice, with rare or no exceptions: exceptions do not impact service quality or agency performance. 
2
Substantial Implementation, Good Performance
A rating of (2) indicates that an agency's infrastructure and practices are basically sound but there is room for improvement.
  • The majority of the standards requirements have been met and the basic framework required by the standard has been implemented. 
  • Minor inconsistencies and not yet fully developed practices are noted; however, these do not significantly impact service quality or agency performance.
3

Partial Implementation, Concerning Performance
A rating of (3) indicates that the agency's observed infrastructure and/or practices require significant improvement.  

  • The agency has not implemented the basic framework of the standard but instead has in place only part of this framework.  
  • Omissions or exceptions to the practices outlined in the standard occur regularly, or practices are implemented in a cursory or haphazard manner.  
  • Service quality or agency functioning may be compromised.  
  • Capacity is at a basic level.
4
Unsatisfactory Implementation or Performance
A rating of (4) indicates that implementation of the standard is minimal or there is no evidence of implementation at all.  
  • The agency’s observed service delivery infrastructure and practices are weak or non-existent; or show signs of neglect, stagnation, or deterioration.
Self-Study Evidence On-Site Evidence On-Site Activities
  • Service planning and monitoring procedures
No On-Site Evidence
  • Interviews may include:
    1. Program director
    2. Relevant personnel
    3. Persons served
  • Review case records

 

PA-AD 4.01

An assessment-based service plan is developed in a timely manner with the full participation of persons served, and their family when appropriate, and includes:
  1. agreed upon goals, desired outcomes, and timeframes for achieving them;
  2. services and supports to be provided, and by whom; 
  3. possibilities for maintaining and strengthening family relationships and other informal social networks; 
  4. procedures for expedited service planning when crisis or urgent need is identified; and
  5. the individual’s signature.
Interpretation: Service planning is conducted in such a way that individuals and families retain as much personal responsibility and self-determination as possible and/or desired. Individuals with limited ability in making independent choices can receive help with making decisions for themselves and assuming more responsibility for making decisions. 

 

PA-AD 4.02

The agency works in active partnership with persons served to:
  1. assume a service coordination role, as appropriate, when the need has been identified and no other agency has assumed that responsibility;
  2. ensure that they receive appropriate advocacy support;
  3. assist with access to the full array of services to which they are eligible; and
  4. mediate barriers to services within the service delivery system.

 

PA-AD 4.03

The worker and a supervisor, or a clinical, service, or peer team, review the case quarterly, or more frequently depending on the needs of persons served, to assess:
  1. service plan implementation;
  2. progress towards achieving service goals and desired outcomes; and
  3. the continuing appropriateness of the agreed upon service goals.
Interpretation: When experienced workers are conducting reviews of their own cases, the worker’s supervisor must review a sample of the worker’s evaluations as per the requirements of the standard.

 

PA-AD 4.04

The worker and individual, and his or her family when appropriate:
  1. review progress towards achievement of agreed upon service goals; and 
  2. sign revisions to service goals and plans.
2023 Edition

Adult Day Services (PA-AD) 5: Service Elements

Social, education, health, and supportive services promote regular participation, optimal functioning, and independence.
1
Full Implementation, Outstanding Performance
A rating of (1) indicates that the agency's practices fully meet the standard and reflect a high level of capacity.  
  • All elements or requirements outlined in the standard are evident in practice, with rare or no exceptions: exceptions do not impact service quality or agency performance. 
2
Substantial Implementation, Good Performance
A rating of (2) indicates that an agency's infrastructure and practices are basically sound but there is room for improvement.
  • The majority of the standards requirements have been met and the basic framework required by the standard has been implemented. 
  • Minor inconsistencies and not yet fully developed practices are noted; however, these do not significantly impact service quality or agency performance.
3

Partial Implementation, Concerning Performance
A rating of (3) indicates that the agency's observed infrastructure and/or practices require significant improvement.  

  • The agency has not implemented the basic framework of the standard but instead has in place only part of this framework.  
  • Omissions or exceptions to the practices outlined in the standard occur regularly, or practices are implemented in a cursory or haphazard manner.  
  • Service quality or agency functioning may be compromised.  
  • Capacity is at a basic level.
4
Unsatisfactory Implementation or Performance
A rating of (4) indicates that implementation of the standard is minimal or there is no evidence of implementation at all.  
  • The agency’s observed service delivery infrastructure and practices are weak or non-existent; or show signs of neglect, stagnation, or deterioration.
Self-Study Evidence On-Site Evidence On-Site Activities
  • Program curriculum or sample daily program schedule
  • Participant/personnel ratios
  • Education curricula
  • Examples of health and wellness activities
  • Interviews may include:
    1. Program director
    2. Relevant Personnel
    3. Persons served
  • Review case records

 

PA-AD 5.01

A varied program of social, educational, and supportive activities developed with program participants provides opportunities for:
  1. stimulation of talents and abilities;
  2. skill development and maintenance;
  3. acquiring and using practical information; and
  4. supported or competitive employment, as applicable to the service population.
Examples: Programming takes into account issues such as age-related dementia, brain injuries, mental illness, HIV/AIDS, gender/sexuality, and race/ethnicity.

 

PA-AD 5.02

Programs are:
  1. age-appropriate;
  2. culturally diverse; and
  3. adjusted to the functional levels of individual program participants.

 

PA-AD 5.03

An activity schedule is published and provides participants with choices.

 

PA-AD 5.04

Service recipients have the opportunity to interact with the community through:
  1. presentations, lectures, or workshops provided by community members; and
  2. planned trips within the community.

 
Fundamental Practice

PA-AD 5.05

The health and well-being of each service recipient is promoted through:
  1. contact with the person's physician at intake, as needed;
  2. education designed to enhance the individual’s optimum level of functioning and independence;
  3. basic assistance with activities of daily living;
  4. a nutrition program that meets individual needs and preferences;
  5. emergency medical and dental services, and first aid when needed; and
  6. notification of caregivers when changes in functioning are observed.
Examples: Nutrition programs can include:
  1. culturally competent nutrition;
  2. education;
  3. nutritious snacks; and 
  4. one or more balanced meals prepared according to the dietary needs of persons served and the current recommendations.
Health services can include:
  1. health assessments and monitoring;
  2. medication administration and help with self-administered medications; and 
  3. skilled nursing services.

 
Fundamental Practice

PA-AD 5.06

The ratio of personnel to participants is defined for all programs and activities, and is:
  1. adjusted according to degree of frailty or disability; 
  2. frequently reassessed in response to the changing needs of the group; and
  3. reviewed annually.
Interpretation: Generally, the ratio is at least one adult for every five to ten participants. The ratio for Alzheimer's patients is one adult for every four participants. Ratios may be achieved by use of volunteers in support positions.
2023 Edition

Adult Day Services (PA-AD) 6: Support Services for Caregivers

Caregivers receive coordinated services and support to help resolve issues related to caretaking.
1
Full Implementation, Outstanding Performance
A rating of (1) indicates that the agency's practices fully meet the standard and reflect a high level of capacity.  
  • All elements or requirements outlined in the standard are evident in practice, with rare or no exceptions: exceptions do not impact service quality or agency performance. 
2
Substantial Implementation, Good Performance
A rating of (2) indicates that an agency's infrastructure and practices are basically sound but there is room for improvement.
  • The majority of the standards requirements have been met and the basic framework required by the standard has been implemented. 
  • Minor inconsistencies and not yet fully developed practices are noted; however, these do not significantly impact service quality or agency performance.
3

Partial Implementation, Concerning Performance
A rating of (3) indicates that the agency's observed infrastructure and/or practices require significant improvement.  

  • The agency has not implemented the basic framework of the standard but instead has in place only part of this framework.  
  • Omissions or exceptions to the practices outlined in the standard occur regularly, or practices are implemented in a cursory or haphazard manner.  
  • Service quality or agency functioning may be compromised.  
  • Capacity is at a basic level.
4
Unsatisfactory Implementation or Performance
A rating of (4) indicates that implementation of the standard is minimal or there is no evidence of implementation at all.  
  • The agency’s observed service delivery infrastructure and practices are weak or non-existent; or show signs of neglect, stagnation, or deterioration.
Self-Study Evidence On-Site Evidence On-Site Activities
  • Procedures for referring individuals to services
  • Community resource and referral list
  • Interviews may include:
    1. Program director
    2. Relevant personnel
    3. Persons served
  • Review case records

 

PA-AD 6.01

Providers work with service recipients and their caregivers to:
  1. coordinate services; and
  2. resolve obstacles to accessing or receiving services, including transportation or fees.

 

PA-AD 6.02

Caregivers receive support to address issues related to caretaking and caregiver stress, and are provided with referrals for needed services including:
  1. support groups and counselling services;
  2. health, mental health, and substance use services;
  3. domestic violence services;
  4. shelter and housing services;
  5. respite care;
  6. social, recreational, and day programs; and
  7. mentor services.

 

PA-AD 6.03

The agency maintains a comprehensive, up-to-date list of community resources.
Note: Adult Day Services can be considered a form of respite care for caregivers. See also COA’s Home Care and Support Services (PA-HCS), and Respite Care (PA-RC) standards.
2023 Edition

Adult Day Services (PA-AD) 7: Service Environment

Program activities take place in a safe, supportive setting that fosters personal growth and healthy development.
Interpretation: If the agency offers program activities in a variety of different settings, it should ensure that all settings are safe, supportive, and appropriate to the service population.
1
Full Implementation, Outstanding Performance
A rating of (1) indicates that the agency's practices fully meet the standard and reflect a high level of capacity.  
  • All elements or requirements outlined in the standard are evident in practice, with rare or no exceptions: exceptions do not impact service quality or agency performance. 
2
Substantial Implementation, Good Performance
A rating of (2) indicates that an agency's infrastructure and practices are basically sound but there is room for improvement.
  • The majority of the standards requirements have been met and the basic framework required by the standard has been implemented. 
  • Minor inconsistencies and not yet fully developed practices are noted; however, these do not significantly impact service quality or agency performance.
3

Partial Implementation, Concerning Performance
A rating of (3) indicates that the agency's observed infrastructure and/or practices require significant improvement.  

  • The agency has not implemented the basic framework of the standard but instead has in place only part of this framework.  
  • Omissions or exceptions to the practices outlined in the standard occur regularly, or practices are implemented in a cursory or haphazard manner.  
  • Service quality or agency functioning may be compromised.  
  • Capacity is at a basic level.
4
Unsatisfactory Implementation or Performance
A rating of (4) indicates that implementation of the standard is minimal or there is no evidence of implementation at all.  
  • The agency’s observed service delivery infrastructure and practices are weak or non-existent; or show signs of neglect, stagnation, or deterioration.
Self-Study Evidence On-Site Evidence On-Site Activities
  • List of programs and activities
  • Program rules and behavioral expectations
  • Interviews may include:
    1. Program director
    2. Relevant personnel
    3. Persons served
  • Observe facility

 

PA-AD 7.01

Program space and materials are welcoming, engaging, culturally responsive, and designed to encourage participation.

 

PA-AD 7.02

The program setting provides adequate space and materials to accommodate a range of functionally appropriate activities.
Examples: Spaces can accommodate a variety of indoor and outdoor activities, including small group activities, large group activities, and socialization with peers.

 

PA-AD 7.03

Program rules, behavioural expectations, and participant rights and responsibilities are developed with input from individuals enrolled in the program and are enforced in a fair and consistent manner.
2023 Edition

Adult Day Services (PA-AD) 8: Case Closing and Aftercare

The agency works with persons served and family members, when appropriate, to plan for case closing and, when possible, to develop aftercare plans.
1
Full Implementation, Outstanding Performance
A rating of (1) indicates that the agency's practices fully meet the standard and reflect a high level of capacity.  
  • All elements or requirements outlined in the standard are evident in practice, with rare or no exceptions: exceptions do not impact service quality or agency performance. 
2
Substantial Implementation, Good Performance
A rating of (2) indicates that an agency's infrastructure and practices are basically sound but there is room for improvement.
  • The majority of the standards requirements have been met and the basic framework required by the standard has been implemented. 
  • Minor inconsistencies and not yet fully developed practices are noted; however, these do not significantly impact service quality or agency performance.
3

Partial Implementation, Concerning Performance
A rating of (3) indicates that the agency's observed infrastructure and/or practices require significant improvement.  

  • The agency has not implemented the basic framework of the standard but instead has in place only part of this framework.  
  • Omissions or exceptions to the practices outlined in the standard occur regularly, or practices are implemented in a cursory or haphazard manner.  
  • Service quality or agency functioning may be compromised.  
  • Capacity is at a basic level.
4
Unsatisfactory Implementation or Performance
A rating of (4) indicates that implementation of the standard is minimal or there is no evidence of implementation at all.  
  • The agency’s observed service delivery infrastructure and practices are weak or non-existent; or show signs of neglect, stagnation, or deterioration.
Self-Study Evidence On-Site Evidence On-Site Activities
  • Case closing procedures
  • Aftercare planning and follow-up procedures
  • Relevant portions of interagency agreement, as applicable
  • Interviews may include:
    1. Program director
    2. Relevant personnel
    3. Persons served
  • Review case records

 

PA-AD 8.01

Planning for case closing:
  1. is a clearly defined process that includes assignment of staff responsibility;
  2. begins at intake; and
  3. involves the worker, persons served and others, as appropriate to the needs and wishes of the individual.

 

PA-AD 8.02

Upon case closing, the agency notifies any collaborating service providers, as appropriate.

 

PA-AD 8.03

If an individual has to leave the program unexpectedly, the agency makes every effort to identify other service options and link the person with appropriate services.
Interpretation: The agency must determine on a case-by-case basis its responsibility to continue providing services to persons whose third-party benefits are denied or have ended and who are in critical situations.

 

PA-AD 8.04

When appropriate, the agency works with persons served and their family to:
  1. develop an aftercare plan, sufficiently in advance of case closing, that identifies short- and long-term needs and goals and facilitates the initiation or continuation of needed supports and services; or
  2. conduct a formal case closing evaluation, including an assessment of unmet need, when the agency has an interagency agreement that does not include aftercare planning or follow-up.

 

PA-AD 8.05

The agency follows up on the aftercare plan, as appropriate, when possible, and with the permission of persons served.
NA The agency has an interagency agreement that does not include aftercare planning or follow-up.
Examples: Reasons why follow-up may not be appropriate, include, but are not limited to, cases where the person’s participation is involuntary, or where there may be a risk to the individual such as in cases of domestic violence.
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