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Developmental Services - Case Management Manual
Checklist for Moving a Consumer
| Action Needed | Date Completed | |
|---|---|---|
| 1. | Document plan recommendations or consumer request | ____________ |
| 2. | If moving to another region, refer to Procedure for Inter-Regional placement. | ____________ |
| 3. | Involve the correspondent/family and advocate in the decision-making process through the planning process. In emergencies, assure that notification occurs. |
____________ |
| 4. | Coordinate support services as recommended by the plan. | ____________ |
| 5. | Follow ICF/MR or Waiver application process if needed | ____________ |
| 6. | Complete PASRR screening requirements if needed. | ____________ |
| 7. | Send Special Education notification to the Special Education Director
of the receiving district when the consumer is placed out of the natural home. |
____________ |
| 8. | Arrange Pre-placement visit. | ____________ |
| 9. | Arrange transportation and cancel current transportation. | ____________ |
| 10. | Notify all agencies providing support services. | ____________ |
| 11. | On or prior to moving day, have "placement packet" ready for the new home and/or program. This should include the Plan, Medical information, Psycho-social, and Psychological. Some regions include the Residential Movement form. | ____________ |
| 12. | Update the EIS. | ____________ |
| 13. | Update the waiver checklist, if needed. | ____________ |
| 14. | Notify Social Security and/or regional Account Associate, if DHHS is the representative payee. Assist as appropriate with this notification, if there is another payee. | ____________ |
| 15. | Notify DHS of address change for Food Stamps and Medicaid. | ____________ |
| 16. | Notify Post Office of change of address if appropriate. | ____________ |
| 17. | Notify Family/Correspondent of change of address after move. | ____________ |
| 18. | Update photo ID information if applicable. | ____________ |
| 19. | Arrange for utility disconnection and hook-up if applicable. | ____________ |
| 20. | If the consumer has a private bank account, arrange for a transfer. | ____________ |
| 21. | Assure the consumer has a means for obtaining personal spending money. | ____________ |
| 22. | Review the need for notification of the crisis team. | ____________ |
| 23. | Schedule a post placement meeting, if appropriate. | ____________ |