The Individual Service Plan Wisconsin form, known officially as F-20445, is a crucial document utilized within the state of Wisconsin's Department of Health Services. It's designed to outline personalized Medicaid waiver services for individuals, ensuring they receive customized care that addresses their specific needs. Whether you're updating an existing plan or creating a new one, this form serves as a comprehensive tool for documenting service choices, provider information, and individual rights under the Medicaid Waiver Programs. Ready to get started? Click the button below to fill out your Individual Service Plan today.
In the state of Wisconsin, individuals who qualify for Medicaid waivers due to disabilities or long-term care needs can access services and supports through an Individual Service Plan (ISP). This detailed document, formalized by the Department of Health Services, caters to each person's unique requirements, facilitating access to various services that aim to foster independence, enhance quality of life, and support integration into the community. At its core, the ISP outlines the waiver program type, service coordination, personal details of the recipient, and the specifics of the services provided – from their nature to their providers, costs, and scheduled durations. Moreover, it addresses critical aspects such as the individual's rights to make informed choices about their care, the ability to select service providers, and provisions for emergency situations. A significant feature is its flexibility, allowing for periodic reviews and updates to ensure that the plan remains tailored to the changing needs of the recipient. Additionally, the document includes procedures for requesting variances, such as accommodations for living arrangements contrary to the standard limits established by the program. Insightfully constructed, this plan embodies a participant-centered approach, ensuring that personal preferences, needs, and rights are at the forefront of long-term care planning and delivery.
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)
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
34
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
44
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
SIGNATURE – Guardian/Authorized Representative/Parent
SIGNATURE - Guardian/Authorized Representative/Parent
SIGNATURE - Witness
SIGNATURE – Witness
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.
DISTRIBUTION: Original – DHS; Copy - County Care Manager/Support and Service Coordinator; Copy – Individual; Copy - Legal Representative
To successfully complete the Individual Service Plan (ISP) form for Medicaid waivers in Wisconsin, a meticulous approach is required. This form encompasses critical details regarding the waiver program, personal information, living arrangements, and service provisions. A thorough understanding and accurate depiction of the individual's current situation and future needs are crucial for ensuring an effective plan is put in place. Following the steps carefully will ensure that the form is completed accurately and efficiently.
After accomplishing these steps, you will have effectively filled out the Individual Service Plan form. This detailed documentation is essential for facilitating the provision of appropriate services and supports, aligning with the individual's requirements and preferences. It is a foundational step in accessing Medicaid waiver services in Wisconsin, underpinning the collaborative effort between individuals, their families, and service coordinators to maximize independence and community inclusion.
What is the Individual Service Plan (ISP) in Wisconsin?
The Individual Service Plan (ISP) is a document used in Wisconsin to outline the support and services provided to individuals under Medicaid Waivers. It includes detailed information on the waiver program, type of services, the individual’s choices, and rights, and is tailored to meet the specific needs and preferences of the individual.
Who is involved in the development of the ISP?
The development of the ISP involves the individual receiving services, their parents or guardian if applicable, and their support and service coordinator or care manager. Providers of services may also have input to ensure the plan fits the individual's needs effectively.
What is the process for updating the ISP?
The ISP is reviewed and updated regularly, including a Six Month ISP Review. Updates can reflect changes in the individual's needs, preferences, or changes in available services. Both the individual/guardian and the service coordinator/care manager must agree to the updates, which are then documented in the plan.
What types of information are included in the ISP?
The ISP includes information such as the waiver program details, current and prior living arrangements, service coordination details, emergency contacts, service codes, names and costs of services, and rights and choice information relevant to the waiver participant.
How does the ISP address rights and choices?
The ISP ensures that the individual is informed of their right to choose between nursing home or community services, their rights within the waiver programs, and their right to request a hearing if they disagree with decisions related to their eligibility or service provision.
What happens during the Six Month ISP Review?
During the Six Month ISP Review, the plan is examined with the participant or guardian to decide if any changes need to be made. If no changes are needed, this is noted; if changes are agreed upon, they are documented and implemented.
Who signs the ISP?
The ISP must be signed by the participant, their support and service coordinator/care manager, any legal guardian or authorized representative, and witnesses. These signatures are necessary for the plan's initiation, review, and during any updates or recertifications.
How are ISP documents distributed?
Following the completion and signing of the ISP, copies are distributed to several parties for record-keeping and action. These include the Department of Health Services (DHS), the county care manager or support and service coordinator, the individual, and any authorized representative.
What is a CBRF Variance Request in the context of the ISP?
A CBRF Variance Request is applicable when seeking an exception to the standard 20-bed size limitation for community-based residential facilities (CBRFs). It allows for waiver funding for individuals, typically elderly, to reside in a CBRF that offers a non-institutional environment, promotes dignity, independence, and is the preferred residence of the individual or their representative.
Filling out the Individual Service Plan (ISP) Wisconsin form requires meticulous attention to detail. A common mistake made during this process is not fully completing all the sections that are applicable. This can include skipping over important fields like Medicaid ID, current living arrangements, or service codes and names. These omissions can delay the processing of the form, leading to potential interruptions in receiving necessary services. Ensuring every applicable part of the form is filled out, even those that might seem redundant, is crucial for the smooth continuation of services.
Another area where errors frequently occur is in the section detailing personal and emergency contact information. Often, individuals might provide outdated telephone numbers or email addresses, or they may forget to update these details after moving to a new location. Accurate contact information is vital for effective communication between waiver agencies, service coordinators, and the individuals receiving services. Without up-to-date contact information, critical updates or notifications may not reach the intended recipients, causing confusion or delays in service provision.
Incorrectly entering the service codes and names is yet another mistake that can have significant repercussions. Each service code corresponds to specific types of assistance provided under the Medicaid waivers, and mistakes in this section can lead to the authorization of wrong services. This not only affects the individual's ability to receive the correct support but can also impact billing and funding allocations. Diligence in cross-referencing and accurately entering service codes and names ensures that the individual's service plan accurately reflects their needs and resources are allocated appropriately.
Last but not least, failing to properly acknowledge and sign the sections regarding rights, choices, and verification of plan review can lead to procedural delays. These sections are designed to inform the individual of their rights within the Medicaid waiver programs and to confirm that they have been a part of the planning process. Missing signatures or unchecked boxes in this area can necessitate additional follow-up and verification steps, delaying the implementation of the service plan. By thoroughly reviewing and completing these sections, individuals affirm their understanding and active participation in their service planning.
When managing the needs of individuals through the Individual Service Plan in Wisconsin, several forms and documents frequently come into play. These materials support the plan's successful implementation, addressing various aspects from eligibility verification to specific care requirements. Here's a closer look at some of these essential documents often paired with the Individual Service Plan.
Together with the Individual Service Plan, these documents create a comprehensive framework for delivering personalized, effective care. By addressing both the medical and personal needs of individuals, they ensure that everyone involved is well-informed and working towards common goals for health and independence.
The Individual Education Plan (IEP) shares a foundational similarity with the Individual Service Plan (ISP) used in Wisconsin, as both are tailored documents designed to meet the needs of the individual. The IEP focuses on educational goals and accommodations for students with disabilities, highlighting the specific support and services required for their success in an educational setting. Similarly, the ISP outlines the necessary medical, social, or behavioral support services for individuals receiving Medicaid waivers, ensuring their needs are met in a community or home-based setting.
Another comparable document is the Person-Centered Plan (PCP), which, like the ISP, emphasizes the importance of tailoring services and supports to an individual's preferences, strengths, and life goals. The PCP is used within various service settings, including developmental disability, mental health, and eldercare communities, to facilitate choice and promote individual agency, echoing the ISP's goal of informed and voluntary service selection.
The Care Plan found in skilled nursing facilities or home health care settings also parallels the ISP. This document outlines the medical care, personal assistance, and rehabilitation activities recommended for an individual, often following a hospital stay or surgery. Similar to the ISP, Care Plans are developed through assessments and are regularly reviewed to ensure the continued appropriateness of care, emphasizing the individual's health and well-being.
The Behavioral Intervention Plan (BIP) focuses on individuals with behavioral challenges, identifying specific strategies and supports to address these behaviors. Like the ISP, the BIP is based on comprehensive assessments and includes measurable goals, personalized interventions, and a consideration of the individual’s rights and preferences, fostering a safe and supportive environment for growth and learning.
The Service Authorization Form, often used by insurance companies or Medicaid, authorizes specific services for an individual, detailing the type, frequency, and duration of services approved. This form shares the ISP's objective of specifying tailored services to meet an individual's unique needs, ensuring they receive appropriate and approved care.
The Advanced Care Plan is designed to outline an individual's preferences for end-of-life care, including the types of treatments they would or would not want to receive. While serving a different purpose, it aligns with the ISP's ethos of individual choice and informed decision-making, ensuring services align with personal beliefs and wishes.
The Treatment Plan in mental health and substance abuse settings identifies the individual's diagnostic assessment, treatment objectives, and intervention strategies. Similar to the ISP, it is developed collaboratively with the individual and is regularly reviewed and updated to reflect their changing needs, emphasizing personalized care and support.
The Vocational Rehabilitation (VR) Plan is designed to identify employment goals and the services needed to achieve these goals for individuals with disabilities. It aligns with the ISP by focusing on the individual's strengths, preferences, and objectives, facilitating access to suitable support and services that enable participation in the workforce.
The Transition Plan is typically part of the IEP process but stands alone as a document focusing on the transition from school to post-secondary life, including college, vocational training, employment, and independent living. It parallels the ISP in its emphasis on a future-oriented, personalized approach to service planning, ensuring the individual is prepared and supported in their next life phase.
The Supported Living Plan for individuals living in supported living arrangements or aiming to move into more independent living situations outlines the support services required to live safely and comfortably in the community. Similar to the ISP, it considers the person's needs, preferences, and goals to maximize their independence and quality of life within the community.
When filling out the Individual Service Plan (ISP) for Medicaid Waivers in Wisconsin, it is crucial to ensure accuracy and completeness to receive the appropriate support and services. Below are lists of things you should do and things you should avoid while completing this form:
Things You Should Do:
Things You Shouldn't Do:
Understanding the Individual Service Plan (ISP) in Wisconsin, especially when it's affiliated with Medicaid Waivers, is crucial for individuals receiving or considering these services. However, there are several misconceptions that may cloud one's understanding and expectations about the ISP. It's important to clarify these to ensure individuals and their families can navigate the system more effectively.
This is not accurate. While the ISP does cater to individuals with varying levels and types of disabilities, its range is broad and includes services for those with mild to severe needs. It's designed to provide a customized plan that meets the unique needs of each individual, regardless of the severity of their disability.
In reality, the ISP can be updated more frequently if there are significant changes in the individual's needs or circumstances. While there are regular review and recertification periods, participants or their guardians can request an ISP update or review at any time to adjust the services provided.
Contrary to this belief, one of the fundamental rights affirmed by the ISP process is the participant's right to choose from available, qualified providers. This ensures that individuals have the freedom to select the services and providers that best meet their needs and preferences.
While the ISP is a critical step in accessing services, there may be wait times or additional processes required to connect with specific service providers or to begin receiving services. The timeline can vary based on provider availability, specific service needs, and funding sources.
The scope of the ISP includes much more than medical care; it also covers social, educational, employment, and other community living support services. The plan is holistic, taking into account the overall well-being and needs of the individual.
Family members, guardians, or authorized representatives play a crucial role in the ISP process. Their involvement is essential, especially in providing input during the planning process, helping to make informed decisions, and advocating for the individual's needs and preferences.
This document is dynamic and meant to evolve as the needs and circumstances of the individual change. Regular reviews ensure that the plan remains relevant and responsive to the participant's current situation, allowing for adjustments as necessary.
Clearing up these misconceptions is vital for ensuring individuals and their families are fully informed and can advocate effectively for services that best meet their needs. The ISP is a powerful tool designed with flexibility and individual choice at its core, aimed at enhancing the quality of life for those it serves.
Understanding the Individual Service Plan (ISP) form is crucial for Wisconsin residents navigating Medicaid Waivers. Here are key takeaways to guide you through filling out and using the form:
Plan Type Identification: Be clear about the ISP type you are completing—whether it's a new plan, recertification, six-month review, or an update. This decision impacts the required information and the steps you need to follow.
Know Your Rights and Choices: It’s important to understand your rights to choose between a nursing home or ICF-IDD and community services. Likewise, you have choices in the waiver programs, including the type of services and the providers to deliver those services. Make sure these discussions happen at the initial plan development and each recertification.
Accurate and Complete Information: Fill in every section with accurate details, particularly your Medicaid ID, contact information, and living arrangement codes. Any inaccuracies can delay processing. Always verify the information related to waiver agency, support and service coordinator/care manager, and service codes and providers.
Participant Informed – Rights and Choice section: This particular portion of the ISP is critical—it confirms that you have been made fully aware of your options and rights within the Medicaid Waivers program. Signing this section indicates your informed decision to accept community services through a Medicaid Home and Community Waiver Program, so review it carefully with your support and service coordinator or care manager.
Always remember to review and update the ISP as needed, especially during the six-month review or if there is a significant change in your situation. Your care manager or support and service coordinator can assist in making necessary amendments to ensure the plan accurately reflects your current needs and preferences.
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