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Applicant File Review - HCNA and Direct Threat
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Health & Wellness: Home
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Applicant File Review - Health Care Needs Assessment and Direct Threat Assessment
Applicant file review is the process by which the center reviews applicant files to determine whether or not the individual’s health care needs exceeds those of basic care or if the individual poses a direct threat to self or others. Because file review can be a complex process, it is essential that all centers use the same process and documentation. An effective file review process requires cooperation between admissions counselors (ACs), records staff, and health and wellness staff.
Policy & Directives
Job Corps Policy
PRH Chapter 1: Enrollment Services, 1.5 Center Applicant File Review of Completed Application
PRH Chapter 2: Student Support Services, 2.4 Disabilities
Form 2-03 Procedures for Providing Reasonable Accommodation, reasonable Modification in Policies, practices, or Procedures, and Auxiliary Aids and Services for Participation in the Job Corps Program
Form 2-04, Individualized Assessment of Possible Direct Threat
and
Word version
Form 2-05, Health Care Needs Assessment
and
Word version
Directives
PRH Change Notice
PRH Change Notice 22-02
Revisions to the Policy and Requirements Handbook (PRH) Applicant File Review, Reasonable Accommodation, Confidentiality and Transmission and Storage of Protected Health and Disability Information, Medical Separation, Direct Threat, and Health Care Needs Processes
Attachment:
22-02a
Release Date: November 29, 2022
Forms & Documents
General
Applicant File Review Snapshot
Dual Reviews in AFR Snapshot
Appendix 201, Communicating with Individuals with Disabilities
Appendix 202, Transmission, Storage and Confidentiality of Medical, Health and Disability-Related Information
Flowcharts
Applicant File Review (AFR) Process Flowchart
Reapplication Process Requirements With Center AFR- Infographic
Referral to Alternate Center
Appeals Process for Enrollment Denials based on Health Care Needs or Direct Threat
Center File Review Forms
Center Applicant File Review Form for Health and Wellness Directors (From PRH Form 1-06)
and
Form Guidance
Center Applicant File Review Form (From PRH Form 1-06) Guidance Snapshot
Applicant File Review Center Recommendation of Denial Form – Eligibility Review/New Information (From PRH Form 1-06)
Center Applicant File Review Form Center Recommendation of Denial Form for Age or Low Income Due to Disability Status (From PRH Form 1-06)
TEAP AFR Resources
Sample Applicant File Review Questions for TEAP
— February 2020
TEAP Specialist’s Role in AFR Snapshot
When completing an AFR, contact your Regional TEAP Specialist for assistance:
For the Boston, Philadelphia and San Francisco Regions contact:
Diane Tennies, PhD, LADC
Diane.Tennies@humanitas.com
(no PHI/PII) or (207) 478-9278
For the Atlanta, Chicago and Dallas Regions contact:
Christy Hicks, MSW
Christy.Hicks@humanitas.com
(no PHI/PII) or (606) 610-8385
CMHC AFR Resources
Applicant File Review Guide for CMHCs Part 1: Overview
— June 2023
Applicant File Review Guide for CMHCs Part 2: Guidance for Form 2-04 and form 2-05
— June 2023
AFR Tools – Form 2-05 HCNA Template Items
— March 2024
Updated
Pre-DAP Form for Direct Threat Assessments
— February 2023
Pre-DAP Form for Health Care Needs Assessments
— February 2023
Sample Applicant Clinical Interview Questions
— February 2023
Brief Guide to Reviewing Individualized Education Plans (IEPs)
— February 2023
Direct Threat Assessment
Form 2-04, Individualized Assessment of Possible Direct Threat
and
Word version
Health Care Needs Assessment (HCNA)
Form 2-05, Health Care Needs Assessment
and
Word version
Chronic Care Management Plan (CCMP) Provider Forms
(
Fact sheets, provider health questionnaires, CPP guidelines, and flow sheets
)
Examples of Completed Direct Threat Assessments and
Health Care Needs
Health Care Needs Assessment: Medical Case Summaries
Example #1 Completed Form 2-04 DTA – No Disability Accommodations Identified
— March 2023
Example #2 Completed Form 2-04 DTA – Disability Accommodations Identified
— March 2023
Example Completed Form 2-05 HCNA
— April 2023
Example Dual Review Form 2-05 HCNA
— April 2023
Example Form 2-04 DTA Clinical Summary and DAP Summary
Example Form 2-05 HCNA Clinical Summary and DAP Summary
Webinars
Applicant File Review for CMHCs
— May 23 & 25, 2023
Slides with audio for May 25th 10am webinar
Mental Health Applicant File Review (AFR) Overview
— February 9 & 15, 2023
Applicant File Review (AFR) Process Flowchart
Example Form 2-04 DTA Clinical Summary and DAP Summary
Example Form 2-05 HCNA Clinical Summary and DAP Summary
Example Completed Form 2-05 HCNA
— April 2023
Slides with audio for February 9 webinar
Medical Separations and DTAs Detailed Training
— December 15 & 16, 2022
Slides with audio for December 16th
Medical Separations, DTAs, and Disability Discrimination Overview Training
— December 12, 13, & 14, 2022
Slides with audio for December 12th
Change Notice 22-02 Health Services and Disabilities PRH Updates
— December 6, 7, 8, & 9, 2022
Clinical Review of School Disability Documents for Applicant File Review (AFR)
— October 18, 2022
Clinical Review of School Disability Documents for Applicant File Review (AFR)
— September 29 & 30, 2021
Previous presentation: March 30 & April 1, 2021
Handout 1 - IEP Example with Notes
Handout 2 - HCNA Example with IEP Information
Handout 3 - Functional Behavior Assessment (FBA) Example
Handout 4 - HCNA with FBA and Behavior Intervention Plan (BIP) Example
Handout 5 - Section 504 Plan Example
Handout 6 - HCNA with Section 504 Plan Information Example
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