SAMPLE POLICY WORK

Verification and Record-Keeping:

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Intake Team’s Role: Collect and verify that the evaluation includes all required components before beginning formal processing. • Digital Archiving: Once verified, the evaluation report is scanned and stored in the centralized electronic records system. A version control log should note the original submission date and any subsequent updates.

d. Step-by-Step Eligibility Determination Procedure

This section provides detailed sequential steps staff must follow during the eligibility determination process, from the initial inquiry through final confirmation.

Step 1: Initial Inquiry and Screening • Initial Contact:

– All inquiries about eligibility begin with a standardized intake form that collects basic demographic information, contact details, and the reason for service inquiry. – Staff must record any preliminary information, including self-reported history regarding intellectual disabilities or developmental conditions.

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Preliminary Checklist:

– A pre-screening checklist is used to confirm whether the individual has documentation indicative of an intellectual disability (e.g., low IQ scores, historical evaluations). – The checklist includes specific questions regarding previous evaluations, service history, and prior diagnoses. • Scheduling Comprehensive Assessment: – If the preliminary checklist is positive, schedule a detailed eligibility review that includes the submission of all formal documentation supporting the diagnosis.

Step 2: Collection and Verification of Documentation • Required Documents:

– Collect copies of psychological evaluation reports, medical records, educational evaluations, and any other relevant documentation as detailed in the “Documentation Requirements” section. • Intake Documentation Review:

– Utilizing standardized forms provided by the Policy and Compliance Departments, intake staff systematically record and verify the