SAMPLE POLICY WORK

documentation’s source, authenticity, completion date, and other key details. – If any documents are unclear or seem outdated, staff must request re- evaluation or supplemental documentation before proceeding. • Verification Process:

– Assessors use a two-step review methodology: i. Administrative Verification: –

Confirm the document’s formatting, signatures, and licensing details.

ii.

Clinical Verification: –

Cross-check the content with the pre-screening checklist. If discrepancies are found, a follow-up inquiry is initiated (see “Feedback Loops” below).

Step 3: Comprehensive Psychological Evaluation

If documentation is lacking or if additional confirmation is needed, a comprehensive psychological evaluation is mandated:

•

Referral to a Qualified Professional:

– The intake team refers the individual to a state-approved clinician if recent evaluations are absent or incomplete. – A referral form, standardized by the agency, is completed and sent to the professional for scheduling. • Conducting the Evaluation: – The evaluator conducts the assessment in accordance with professional standards and guidelines, documenting all required components (see “Required Components” above). – Once the evaluation is complete, the evaluator submits a complete report following the protocol, which is then compiled with any previously submitted documentation. • Integration with Existing Records: – The new evaluation report is integrated into the individual’s existing file. The eligibility specialist performs a second review to confirm that the evaluation aligns with documented history and clinical needs.

Step 4: Eligibility Specialist Review and Initial Approval • Review Meeting:

– A designated eligibility specialist examines all collected documentation and evaluation reports. – The specialist uses a checklist to ensure that all eligibility criteria are met, confirming that: