Individual Service Plan Wisconsin Template

Individual Service Plan Wisconsin Template

The Individual Service Plan Wisconsin form is a crucial document used in the Medicaid Waiver programs. It outlines the services and supports an individual will receive based on their unique needs and preferences. Understanding how to complete this form is essential for ensuring that individuals access the care they deserve.

To start filling out the form, please click the button below.

Table of Contents

The Individual Service Plan (ISP) form in Wisconsin serves as a crucial tool for individuals participating in Medicaid Waiver programs, ensuring that their unique needs and preferences are met. This form captures essential information, including the individual's name, address, and Medicaid ID, while also detailing the type of waiver program they are enrolled in. It outlines the services required, the costs associated with these services, and the frequency with which they will be provided. The ISP emphasizes the rights of participants, making it clear that they have the choice to select their service providers and the types of services they wish to receive. Additionally, it includes sections for emergency contacts and verification of informed consent, ensuring that individuals and their guardians understand their rights and responsibilities within the program. With regular updates and reviews mandated, the ISP remains a living document that adapts to the changing needs of the individual, fostering a person-centered approach to care.

Individual Service Plan Wisconsin Sample

DEPARTMENT OF HEALTH SERVICESSTATE OF WISCONSIN

Division of Long Term Care

F-20445 (07/2014)

INDIVIDUAL SERVICE PLAN – MEDICAID WAIVERS

1 Waiver Program

 

 

 

 

 

 

 

 

1a Plan Type

 

 

 

 

 

1b Current ISP Date

 

 

 

 

2 Medicaid ID or MCI

 

 

CIP II

CIP II CRI.MFP

CIP II-DIV

 

COP-W

 

New

 

Recertification

 

 

 

 

 

 

 

 

 

 

 

 

Number (as applicable)

 

 

 

 

Six Month Review

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

CIP 1A

CIP 1B

CLTS

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

ISP Update

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

3

Individual’s Name

 

 

 

 

 

4

Address (street)

 

 

 

 

 

 

 

4a

City, State, Zip Code

 

 

 

 

 

4b Date of Birth

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

5

Mailing Address (If Different)

 

 

 

6

Telephone

 

7

Email

 

 

 

 

 

 

8 Initial Service Plan

 

9 Functional Screen

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Development Date

 

 

Date

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

10

Cost Share Amount

 

11

Level of Care

12 Parental Fee (If

 

13

Personal Discretionary

14 [Reserved]

 

15 Start Up/One-

 

16 Waiver Cost/Day

 

 

 

 

 

 

 

 

 

Applicable)

 

 

 

Funds Available

 

 

 

 

 

 

 

Time Cost -Total

 

 

 

Total

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

17

Prior Living Arrangement-

 

18

Prior Living Arrangement-Name/Type

 

19

Current Living Arrangement-

 

20 Current Living Arrangement-Name/Type

 

 

HSRS Code (CLTS- N/A)

 

 

 

 

 

 

 

 

 

 

HSRS Code (CLTS- N/A)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

21

Waiver Agency

 

 

 

 

 

22 Agency Telephone

No.

 

23

Support & Service

Coordinator/Care Manager

 

 

24 SSC/CM Telephone

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

(SSC/CM)

 

 

 

 

 

 

 

 

 

 

 

 

 

No./Ext.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

25

Mailing Address (Agency)

 

 

City

 

 

State

Zip

 

 

26

Mailing Address (SSC/CM)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

27

E-mail Address (Agency)

 

 

 

 

 

 

 

 

 

 

 

28

E-mail Address (SSC/CM)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

29

Name – Parent(s) or Guardian

 

 

 

 

 

 

 

 

 

 

 

30

Telephone No. (Home)

 

31 Telephone No. (Work)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

32

Mailing Address (Street/PO Box)

 

 

 

 

 

 

 

 

 

 

33

City

 

 

 

 

 

 

 

 

 

 

34

State

35 Zip

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

36

E-mail Address

 

 

 

 

 

 

 

 

 

 

 

 

 

37

Telephone No. (Cell)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

IN CASE OF EMERGENCY, NOTIFY:

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

38

Name

 

 

 

 

 

 

 

 

 

 

 

 

 

39

Telephone (Preferred/Primary No.)

 

40

Email Address

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

41

Address

 

 

 

 

 

 

 

 

 

 

42 City

 

 

 

 

 

43

 

State

44

Zip

 

 

45 Relationship

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

F-20445 Page 2

62 Service Code #

63 Service Name

64

65

Outcome No.

Service Provider Name Address and

(F-20445A #5)

Telephone No.

 

(Email, cell phone no., if known)

65a

Start Date

65b

End Date

66

Unit Cost ($/hr; day)

67

Authorized Units of Service and Frequency

(#/day or week or month)

68

69

Daily Cost (total

Funding

yearly ÷ 365 days)

Source

 

 

70 PARTICIPANT INFORMED – R IGHTS AND CHOICE (Review REQUIRED at initial plan development and recertification.)

I have been informed that I have a RIGHT TO CHOOSE between a nursing home or ICF-IDD and community services through a Medicaid Home and Community Based Service Program.

I have been informed of my CHOICES in the waiver programs, including my right to CHOOSE the TYPE OF SERVICES I receive under my service plan.

I understand that I have CHOICES in the waiver programs, including my right to CHOOSE from available, qualified providers that will provide the services outlined in my plan.

I have been informed verbally and in writing of my rights and responsibilities in the Medicaid Waiver Programs and I understand these rights and responsibilities.

I have been informed verbally and in writing of my RIGHT TO REQUEST A HEARING should I disagree with decisions made about my ELIGIBILITY to participate in the HCBS program.

I have been informed verbally and in writing of my RIGHT TO REQUEST A HEARING should I disagree with decisions made that would DENY, REDUCE OR TERMINATE the services I receive.

By my signature below I indicate I have chosen to accept community services through a Medicaid Home and Community Waiver Program.

71 UPDATE/REVIEW VERIIFICATION - APPLIES TO PLAN REVIEW OR ISP UPDATE ONLY

The SIX MONTH ISP Review was completed with the participant/guardian on the date below and there are no changes to the ISP at this time.

The SIX MONTH ISP Review was completed with the participant/guardian on the date below and agreed upon changes to the ISP are included herein.

The ISP was UPDATED on the date below to reflect changes (additions, increases or reductions) to planned services or providers or to units/frequency of service.

SIGNATURES: ISP Signature Requirements apply at the time of plan development, review and recertification.

SIGNATURE - Participant

Date Signed

SIGNATURE – Support and Service Coordinator/Care Manager

Date Signed

 

 

 

 

SIGNATURE – Guardian/Authorized Representative/Parent

Date Signed

SIGNATURE - Guardian/Authorized Representative/Parent

Date Signed

 

 

 

 

SIGNATURE - Witness

Date Signed

SIGNATURE – Witness

Date Signed

 

 

 

 

DISTRIBUTION: Original – DHS; Copy - County Care Manager/Support and Service Coordinator; Copy – Individual; Copy - Authorized Representative

F-20445 Page 3B

CIP II/COP-W CBRF VARIANCE REQUEST [CHECK (√) THE TYPE OF VARIANCE REQUESTED) NOT APPLICABLE TO CIP 1A/B OR CLTS

A variance to the 20-bed CBRF size limitation for an individual that is elderly

A variance to allow waiver funding for an individual that is elderly to reside in a CBRF connected to a nursing home

BY SIGNING BELOW, THE SUPPORT AND SERVICE COORDINATOR / CARE MANAGER ATTESTS TO THE FOLLOWING:

1.The environment is non-institutional and the facility operates in a manner than enhances resident dignity and independence, and

2.The facility is the preferred residence of the applicant/participant or his/her legal representative.

SIGNATURE - Participant

Date Signed

SIGNATURE – Support and Service Coordinator/Care Manager

Date Signed

 

 

 

 

SIGNATURE – Guardian/Authorized Representative/Parent

Date Signed

SIGNATURE - Guardian/Authorized Representative/Parent

Date Signed

 

 

 

 

SIGNATURE - Witness

Date Signed

SIGNATURE – Witness

Date Signed

 

 

 

 

DISTRIBUTION: Original – DHS; Copy - County Care Manager/Support and Service Coordinator; Copy – Individual; Copy - Legal Representative

Document Attributes

Fact Name Details
Governing Law The Individual Service Plan (ISP) is governed by Wisconsin Statutes, particularly under Chapter 46, which outlines the provisions for Medicaid Waivers and Home and Community-Based Services.
Form Purpose This form is used to outline the services and supports that an individual will receive under Medicaid Waiver programs in Wisconsin.
Review Frequency The ISP must be reviewed every six months to ensure that the services continue to meet the individual's needs and to make any necessary adjustments.
Participant Rights Participants are informed of their rights, including the right to choose between community services and institutional care, as well as the right to request a hearing if they disagree with service decisions.
Signature Requirements Signatures from the participant, support coordinator, and guardian are required at the time of plan development, review, and recertification to validate the ISP.

Individual Service Plan Wisconsin: Usage Instruction

Filling out the Individual Service Plan form is an essential step in ensuring that individuals receive the appropriate services and support they need. This process involves gathering personal information, service details, and signatures from relevant parties. Below are the steps to complete the form accurately.

  1. Begin by identifying the Waiver Program and select the appropriate Plan Type from the options provided.
  2. Enter the Current ISP Date in the designated field.
  3. Fill in the Medicaid ID or MCI number.
  4. Indicate whether this is a New Recertification or a Six Month Review.
  5. Provide the Individual’s Name and their Address (street, city, state, and zip code).
  6. Input the Date of Birth of the individual.
  7. If applicable, enter a different Mailing Address.
  8. Include the Telephone number and Email address of the individual.
  9. Record the Initial Service Plan date and the Functional Screen Development Date.
  10. Fill in the Cost Share Amount and Level of Care.
  11. If applicable, enter the Parental Fee and Personal Discretionary Funds Available.
  12. Document the Prior Living Arrangement and its Name/Type.
  13. Provide details about the Current Living Arrangement and its Name/Type.
  14. Complete the Waiver Agency information and include the Agency Telephone No..
  15. Enter the name and contact details for the Support & Service Coordinator/Care Manager.
  16. Fill in the Name of Parent(s) or Guardian along with their contact information.
  17. In case of an emergency, provide the Name, Telephone, Email, and Address of the emergency contact.
  18. List the Service Code and Service Name for each service required.
  19. Document the Outcome No., Service Provider Name, and their Address and Telephone No..
  20. Indicate the Start Date and End Date for each service.
  21. Fill in the Unit Cost and the Authorized Units of Service and Frequency.
  22. Calculate and record the Daily Cost.
  23. Review and confirm the Participant Informed Rights and Choice section.
  24. Complete the Update/Review Verification section if applicable.
  25. Ensure all necessary signatures are obtained from the participant, support coordinator, guardian, and any witnesses.
  26. Distribute copies as indicated at the end of the form.

Frequently Asked Questions

  1. What is the Individual Service Plan (ISP) Wisconsin form?

    The Individual Service Plan (ISP) Wisconsin form is a document used to outline the services and supports that an individual will receive under Medicaid Waiver programs. It details the individual's needs, preferences, and the specific services that will be provided to support their well-being and independence.

  2. Who needs to complete the ISP form?

    The ISP form must be completed for individuals participating in Medicaid Waiver programs. This includes individuals receiving services through various programs such as CIP II, CLTS, and others. The form is typically filled out by a Support and Service Coordinator or Care Manager, often in collaboration with the individual and their family or guardian.

  3. What information is required on the ISP form?

    The ISP form requires several pieces of information, including:

    • Individual’s name and contact details
    • Medicaid ID or MCI number
    • Waiver program and plan type
    • Details about current and prior living arrangements
    • Service codes and provider information
    • Rights and choices regarding services
  4. How often does the ISP need to be reviewed?

    The ISP must be reviewed at least every six months. During this review, the Support and Service Coordinator will assess whether there are any changes needed in the services provided or the individual’s circumstances.

  5. What rights do individuals have under the ISP?

    Individuals have several rights under the ISP, including:

    • The right to choose between different types of services, such as community services or institutional care.
    • The right to select their service providers.
    • The right to request a hearing if they disagree with decisions affecting their eligibility or services.
  6. What happens if changes are needed in the ISP?

    If changes are required, the Support and Service Coordinator will update the ISP to reflect these changes. This could include adjustments to the types of services, frequency of services, or providers. The updated ISP must be reviewed and signed by all relevant parties.

  7. Who can sign the ISP form?

    The ISP form must be signed by the participant, the Support and Service Coordinator, and, if applicable, the guardian or authorized representative. Witness signatures may also be required to ensure the process is transparent and accountable.

  8. What is the purpose of the service codes on the ISP?

    Service codes on the ISP help identify the specific services being provided to the individual. These codes ensure that the services are tracked correctly for funding and reporting purposes, allowing for better management of resources.

  9. What should be done in case of an emergency?

    The ISP form includes a section for emergency contact information. It is important to keep this information updated so that the appropriate person can be notified in case of an emergency involving the individual.

  10. How is the ISP distributed after completion?

    Once the ISP is completed and signed, it is distributed to several parties. The original is sent to the Department of Health Services, while copies are provided to the county care manager, the individual, and the authorized representative. This ensures that all relevant parties have access to the service plan.

Common mistakes

Filling out the Individual Service Plan (ISP) Wisconsin form can be straightforward, but there are common mistakes that people often make. One frequent error is not providing complete information. Each section of the form requires specific details, such as the individual's name, address, and Medicaid ID. Missing or incorrect information can delay processing and lead to complications in receiving services.

Another common mistake is failing to update the form when circumstances change. If there are changes in living arrangements, service needs, or contact information, these should be reflected on the ISP. Not doing so can result in services that do not meet the individual's current needs.

Some individuals overlook the importance of signatures. The ISP requires signatures from the participant, support and service coordinator, and, if applicable, a guardian or authorized representative. Omitting any required signature can render the form invalid.

People also sometimes misinterpret the section regarding participant rights and choices. It is essential to understand and acknowledge the rights to choose between different service options. Not properly addressing this section may lead to misunderstandings about available services.

Another mistake involves the financial information section. Individuals may not accurately report the cost share amount or parental fee, leading to discrepancies in funding calculations. Accurate financial details are crucial for determining eligibility and service provision.

Many people fail to review the ISP thoroughly before submission. Taking the time to double-check all entries can prevent mistakes. Errors might include typos or incorrect service codes, which can complicate the approval process.

Some individuals do not keep a copy of the completed form for their records. Having a copy can be helpful for future reference and ensures that all parties involved have the same information.

Lastly, neglecting to follow up after submission can be a mistake. It is important to check in with the support and service coordinator to ensure the ISP is being processed and to address any potential issues that may arise.

Documents used along the form

The Individual Service Plan (ISP) is a critical document in the management of Medicaid Waivers in Wisconsin. Several other forms and documents complement the ISP, ensuring a comprehensive approach to service delivery. Below is a list of these essential documents, each serving a unique purpose in the overall care and support process.

  • Functional Screen: This document assesses an individual's needs and eligibility for Medicaid Home and Community-Based Services. It evaluates various aspects of functioning, including physical and mental health, to determine appropriate services.
  • Service Authorization Form: This form is used to request approval for specific services outlined in the ISP. It details the type of services needed, the duration, and the frequency, ensuring that providers have the necessary authorization to deliver care.
  • Cost Share Agreement: This document outlines any financial responsibilities of the participant or their family. It specifies the amount that the participant is expected to contribute towards their care, based on income and other factors.
  • Emergency Contact Form: This form provides essential information about whom to contact in case of an emergency. It includes details such as names, phone numbers, and relationships of emergency contacts to ensure timely communication during critical situations.
  • Waiver Agency Agreement: This agreement establishes the relationship between the participant and the waiver agency. It outlines the roles and responsibilities of both parties, ensuring clarity in service delivery and support.
  • Participant Rights and Responsibilities Document: This document informs participants of their rights within the Medicaid Waiver Programs. It includes information about the right to choose services, providers, and the process for appealing decisions regarding eligibility or service provision.

These documents work together to support individuals in accessing the services they need while ensuring their rights and preferences are respected. The integration of these forms enhances the overall effectiveness of care coordination within the Medicaid Waiver framework.

Similar forms

  • Individualized Education Program (IEP): Similar to the Individual Service Plan, the IEP outlines specific educational goals and services for students with disabilities. Both documents focus on individual needs and required support to ensure success.
  • Person-Centered Plan (PCP): The PCP emphasizes the individual's preferences and choices, similar to the Individual Service Plan. It aims to create a roadmap for support services that respect the individual's desires and needs.
  • Care Plan: Like the Individual Service Plan, a Care Plan details the medical and personal care needs of an individual. Both documents are essential in coordinating services and ensuring that the individual receives appropriate care.
  • Support Plan: This document outlines the specific support services an individual requires. Similar to the Individual Service Plan, it focuses on enhancing the individual's quality of life through tailored services.
  • Service Agreement: A Service Agreement defines the terms of service provision, including roles and responsibilities. Like the Individual Service Plan, it ensures clarity and understanding between the service provider and the individual.
  • Transition Plan: This plan assists individuals in moving from one service setting to another, ensuring continuity of care. It shares similarities with the Individual Service Plan in its focus on individual needs during transitions.
  • Behavior Support Plan: This document outlines strategies to address challenging behaviors while promoting positive outcomes. It parallels the Individual Service Plan by focusing on the individual's unique needs and desired outcomes.

Dos and Don'ts

When filling out the Individual Service Plan Wisconsin form, it is essential to follow certain guidelines to ensure accuracy and compliance. Below is a list of ten things to do and avoid during this process.

  • Do provide complete and accurate personal information, including the individual's name, address, and date of birth.
  • Do ensure that all required signatures are obtained before submitting the form.
  • Do specify the waiver program and plan type clearly to avoid confusion.
  • Do review the rights and choices section with the individual to ensure understanding.
  • Do document any changes to the service plan during the six-month review process.
  • Don't leave any sections of the form blank; incomplete forms may delay processing.
  • Don't use abbreviations or jargon that may not be understood by all parties involved.
  • Don't forget to include contact information for all relevant parties, including guardians and service coordinators.
  • Don't submit the form without verifying that all information is current and accurate.
  • Don't overlook the importance of the emergency contact section; provide complete details for quick access if needed.

Misconceptions

Misconceptions about the Individual Service Plan (ISP) Wisconsin form can lead to confusion and misinterpretation of the services available. Here are seven common misconceptions:

  • The ISP is only for individuals with severe disabilities. Many people believe that the ISP is exclusively for those with significant disabilities. In reality, it serves a wide range of individuals who require support, including those with varying needs and levels of care.
  • The ISP is a one-time document. Some think that once the ISP is created, it does not need to be updated. However, the ISP is a living document that should be reviewed and updated regularly to reflect changes in the individual’s needs and circumstances.
  • Only professionals can contribute to the ISP. While professionals play a crucial role in developing the ISP, individuals and their families can and should actively participate in the process. Their insights and preferences are vital for creating a meaningful plan.
  • The ISP guarantees specific services. Many assume that having an ISP guarantees access to specific services. The ISP outlines preferences and needs but does not ensure availability or funding for all requested services.
  • The ISP is solely for medical services. Some people mistakenly believe that the ISP focuses only on medical needs. In fact, it encompasses a holistic view, including social, emotional, and community support services.
  • The ISP process is quick and straightforward. While the goal is to make the process efficient, developing a comprehensive ISP can take time. It involves thorough assessments and discussions to ensure all needs are addressed.
  • Once signed, the ISP cannot be changed. A common misconception is that the ISP is set in stone after signatures are obtained. In truth, individuals can request changes to their ISP whenever their needs or circumstances change.

Understanding these misconceptions can help individuals and families navigate the ISP process more effectively, ensuring they receive the services and support they need.

Key takeaways

Filling out the Individual Service Plan (ISP) Wisconsin form is a crucial step in accessing Medicaid waiver services. Here are key takeaways to keep in mind:

  • Understand the Purpose: The ISP outlines the services and supports an individual will receive under the Medicaid waiver programs.
  • Know the Required Information: You need to provide personal details such as the individual's name, address, and Medicaid ID.
  • Identify the Waiver Program: Clearly specify which waiver program applies, such as CIP II or CLTS.
  • Functional Screen Development Date: This date is essential as it indicates when the individual's needs were assessed.
  • Review Rights and Choices: Participants must be informed about their rights to choose services and providers.
  • Service Codes: Each service listed in the ISP will have a specific service code that helps in identifying it.
  • Emergency Contact: Always include an emergency contact with their relationship to the individual for safety purposes.
  • Signatures Required: Ensure all necessary parties, including the participant and care manager, sign the form.
  • Regular Updates: The ISP must be reviewed and updated regularly to reflect any changes in services or needs.
  • Distribution of Copies: After completion, distribute copies to the relevant parties, including the county care manager and the individual.

By following these guidelines, you can ensure that the Individual Service Plan is completed accurately and effectively, paving the way for the necessary support and services.