SERVICE

One or more organization-operated programs or activities that have a common general objective and deploy the organization's material and human resources in a planned and systematic manner. An organization that publicly promotes or identifies itself in writing as offering a service, is licensed to deliver a service, assigns personnel and/or space to a service, or allocates financial resources to a service is considered to offer that service.
 
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  COMMUNITY

A specific group of people living in the same locality and who may share a common culture, values, and norms. Communities can also be defined by race, religion, ethnicity, age, occupation, political status, tribal affiliation, interest in particular problems or outcomes, or other common bonds. The term "community" encompasses worksites, schools, tribes, residential neighborhoods, business districts, recreational areas, and health and human service sites.
 
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  MONITORING

An evaluation involving a periodic review of consumer services, organizational activities, or conduct. Specifically, monitoring is an activity of case coordination, whereas more broadly, monitoring is an evaluation technique used in overall quality assurance.
 
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  ASSESSMENT

An evaluation, which utilizes professional expertise and skills in the collection and analysis of data to understand and describe the nature of service needs of an individual, family, or group. Assessment, as in needs assessment, is also used to determine priorities of program planning and service development for the organization as a whole. See also DIAGNOSIS.
 
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  SERVICE RECIPIENT

The individuals, groups, organizations, or communities that use, receive, or benefit from programs and services. Service recipients can include consumers, patients, family members, legal guardians, advocates, public/private organizations, employers, and purchasers. All are regarded as significant stakeholders served in a variety of agencies and practice settings.
 
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  PROCEDURES

Written instructions that outline the steps for performing a task(s) or operationalizing an administrative or service delivery process. A procedure can be written as a step-by-step set of instructions or as a narrative description of a process. A procedure tells someone how to do something not just what to do.

Unlike policies, procedures do not need to be approved or reviewed by the governing body, and need not be associated with a specific policy. For example, whereas a broad anti-discrimination policy requires grievance or other procedures in order to be operationalized within an organization, assessment procedures do not require a governing body approved assessment policy.

Note: Procedures are sometimes referred to as administrative policies.

 
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  CASE

A general term used to designate clients (including individuals, families, and groups) served by an organization for purposes of monitoring the provision of services. A foster care case is generally based on the placement of an individual child, although casework for the child may include services to the child's family. A child protective services case is based on an entire family household if a family assessment model is used; otherwise a case is defined as a child.
 
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  FAMILY

Two or more people who consider themselves family and who assume obligations, functions, and responsibilities generally essential to healthy family life. Child care and child socialization, income support, long-term care, and other caregiving are among the functions of family life. The definition of "family" will rest with an individual's indication of who plays a family member role, including current or former foster family, adoptive family, extended family members, fictive kin, or significant others. Organizations that believe family is the central constellation in a child's life, and that family attachments are of primary importance for human development, will strive to work with professional staff to develop a common understanding of "family."
 
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  QUALITY

In this context, the extent to which contemporary and generally recognized standards for professional practice are met and exceeded, and desirable service outcomes achieved.
 
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  CAREGIVER

The provider of physical, emotional, and social needs to another person, often dependent and unable to provide for his or her own needs. Caregiver is the generic term used for the direct service providers in Community Care and Support Services (CCS).
 
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  RESEARCH

For purposes of COA accreditation, all forms of internal or external research involving persons served except internal program evaluation and outcomes research, or educational projects performed by students and interns that are part of their professional training.
 
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  CONSUMER

The individual, family, group, or community that seeks or receives services.
 
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  BENCHMARK

The quantifiable measurement of best practices in the industry. Organizations can compare their results with the industry benchmark. For example, a benchmark for a community service organization might be to respond to all non-emergency telephone inquiries within 24 hours.
 
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  PERFORMANCE

A measure of how well an organizational system provides services to consumers. Performance is often based on key indicators, such as rates of service, cost per consumer, degree of satisfaction with services, and extent of consumer access to services.
 
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  LEGAL GUARDIAN

A person who has legal responsibility for the care and management of a person incapable of administering his/her own affairs. In the case of a minor child, the guardian is charged with the legal responsibility for the care and management of the child and of the minor child's estate.
 
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  SERVICE GOALS

Broad, issue-oriented statements that reflect the realistic achievements to be accomplished in the short or long term. Goals are achieved through the accomplishment of specific quantifiable objectives.
 
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  CLINICAL

The study, assessment, and diagnosis of the client situation followed by direct treatment to help the client achieve prescribed goals.
 
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  APPROPRIATENESS

The degree to which a particular service, placement, treatment, intervention, or activity is: best suited to an individual's needs; not excessive, unduly intrusive, or restrictive; anticipated to be effective in achieving the desired and specified outcomes; and adequate or sufficient in quantity to address the problem.
 
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  SAMPLE

A portion or representative percentage of a greater whole.
 
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Home Care and Support Services: Home Health Aide Services, Personal Care Aide Services, and Homemaker Services
 
Private Org Public Agency  

PA-HCS 5: Care Monitoring

 
Routine care monitoring ensures delivery of appropriate services.

PA-HCS 5.01

 

A human service professional:

  1. conducts a second visit or phone assessment with the service recipient within the first two weeks of service; and
  2. conducts a re-assessment every 60 days thereafter at a minimum, in person or by phone, if necessary and approved.

PA-HCS 5.02

 

Care providers:

  1. document all interventions and how the person responds;
  2. monitor and document changes in physical, mental, and emotional status and gains of the individuals and their care givers;
  3. respect and note service recipient choices;
  4. help individuals make independent choices or assume more responsibility for making decisions;
  5. recognize service gaps and emergency situations and follow procedures to ensure the safety and well being of care recipients; and
  6. report on plan implementation and progress to a supervisor or case manager at least twice a month.

Research Note: Regarding element b.), family service providers who seek to understand the effects of stress on quality of life, point to the importance of helping caregivers appraise stress associated with the care recipient’s behaviors and needs, and to address sufficiency of resources to meet family demands and needs. A related recommendation when caregiver stress is identified is to determine if families require a plan for managing stress.

Research Note: A home care satisfaction measure, developed under the auspices of cooperating interdisciplinary university departments and a research institute, is based on views of older consumers gathered through focus groups. Participants represented a single ethnic group and state, limiting generalizability; however, reported psychometric properties are strong and reported adaptability within other states is promising. Home care satisfaction negatively associated with degree of physical disability is consistent with earlier research that is, as yet, not conclusive. Research and the development of benchmarks against which agencies can compare their performance to national home care satisfaction results is on-going.

PA-HCS 5.03

 
The care provider and person receiving services, or legal guardian, regularly review progress toward achievement of service goals and sign revisions to goals and care plans.
Interpretation: Multidisciplinary team conferences should include the care recipient, direct care providers, family, and other care givers whenever possible.

PA-HCS 5.04

 

The worker and a supervisor, or a clinical, service, or peer team review every case quarterly, at a minimum, to assess:

  1. care plan implementation;
  2. progress toward achieving goals and desired outcomes; and
  3. the appropriateness of continuing services and goals.

Interpretation: Experienced managers may conduct care plan reviews of their own cases. In such cases, the manager’s supervisor reviews a sample of reviewed cases consistent with the requirements of the standard.

Timeframes for care plan reviews should be adjusted depending upon issues and needs of individuals receiving services, frequency and intensity of services provided, and frequency of contact with informal caregivers and cooperating providers.

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PURPOSE: Individuals who receive Home Care and Support Services obtain a maximum level of independence, functioning, and health, and extend the time it is possible to live safely at home and in the community.
 
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