Office for People With Developmental Disabilities

Print: Print this page

Coordinated Assessment System

04/30/19

The Role of the Care Manager/Qualified Intellectual Disabilities Professional (QIDP) in the Coordinated Assessment System (CAS) Process 

The Care Manager/Qualified Intellectual Disabilities Professional (QIDP) will play a vital role in the assessment process by assisting the assessor with confirming/obtaining contact information, scheduling/coordinating, providing documentation to the assessor for review, and reviewing the Coordinated Assessment System (CAS) Summaries with the person, actively involved family member or LG, and the person’s supports (i.e., residential provider, Consumer Advisory Board (CAB) representative), as appropriate. The Care Manager’s/QIDP’s quick response to an assessor’s request is important because the CAS assessment is a time sensitive process.

To assist the Care Manager/QIDP in understanding his/her role, the Care Manager/QIDP will be provided the following documents: CAS Brochure, Documentation Review List, and The Coordinated Assessment System (CAS): Summary Guidance Document for the Person/Family and Supports Conversation. 

Initial Care Manager/QIDP Contact 

The CAS assessor will contact the Care Manager/QIDP to verify/obtain the following information:
  Person’s contact information

  •  Identification of knowledgeable individual(s)
  •  Identification of Legal Guardian (LG) and/or actively involved family member/key staff
  • Communication/language access needs

 Care Manager’s/QIDP’s Role in the Assessment Process

The assessor will contact the person and schedule an interview.

  • The assessor will communicate to the Care Manager/QIDP the date and time of the interview.
    • If the Care Manager/QIDP learns that the person is experiencing a change in his/her life that requires the assessment to be rescheduled (i.e., hospitalization, unexpected emergency/crisis, etc.), the Care Manager/QIDP will contact the assessor as soon as possible.
  •  The assessor will inform the Care Manager/QIDP, if the person has identified an individual that he/she would like to have present at the interview for support.
  • The Care Manager/QIDP will be asked to inform the individual identified for support, the location and time of the interview.
  • If the Care Manager/QIDP is aware of other key individuals in the person’s life that he/she would want to have at the assessment interview, the Care Manager/QIDP will be asked to inform the individual(s) of the location and time of the interview.
  • The Care Manager/QIDP will ensure that all obtainable and requested documentation be available for an assessor to review on the assessment date.
  • The assessor will need to review certain documents, in order to complete the assessment (refer to the Documentation Review for the Coordinated Assessment System (CAS) document for guidance).

 CAS Summaries 

The CAS Summaries and Summary Guidance Document will be available 24 hours after the CAS is finalized (Note: Finalization of the CAS could take up to three days from assessment reference (interview) date).

The CAS Summaries and Guidance document can be found in the “Supporting Documents” section of the person’s file in CHOICES.

  • The Care Manager/QIDP is responsible for sharing, reviewing, and discussing the CAS Summaries with the person, actively involved family member/LG, and the person’s supports (i.e., residential provider, Consumer Advisory Board (CAB) representative), as appropriate, within 30 days from availability. The CAS Summaries should not be distributed without having a proper review and discussion of them. The Care Manager/QIDP should utilize the Summary Guidance Document to facilitate the discussion of the summaries. In addition, the Care Manager/QIDP should document the discussion, as well as any issues or concerns that result from it.
  •  The Care Manager/QIDP should ensure that any new information found in the CAS Summaries is addressed with the person’s supports, as appropriate, and documented in the monthly note and/or Life Plan.

Questions and/or concerns regarding CAS Summaries should be emailed to:[email protected]

Additional Documents & Guidance