Private Organization Accreditation

Stillwater-based FamilyMeans provides services in budget and credit counseling, mental health, collaborative divorce, caregiver support, youth programming, and an employee assistance program. 


Anita Paukovits

Volunteer Roles: Peer Reviewer

Being a COA peer reviewer has clearly played a role in my professional development and has made me a better administrator at my own agency as a result!  To be part of a professional network that is on the cutting edge of program, practice, fiscal responsibility, and insuring Best Practice across the field is an amazing opportunity.
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Individuals and families who participate in Counseling, Support, and Education Services identify and build on strengths, develop skills to manage situational change, access appropriate community support and resources, and improve functioning in daily activities at home, at work, and in the community.

PA-CSE 3: Screening and Intake

The agency’s screening and intake practices ensure that service recipients receive prompt and responsive access to appropriate services.

Interpretation: Service recipients can include individuals, families, or community groups that request the agency’s services on a one-time, occasional, or regular basis. 

Table of Evidence

Self-Study Evidence On-Site Evidence On-Site Activities
    • Screening and intake procedures
No On-Site Evidence
    • Interview:
      1. Program director
      2. Relevant personnel
      3. Individuals or families served
    • Review logs, progress notes, or case records for documentation of services provided, as applicable (PA-CSE 3.06)

  • PA-CSE 3.01

    Service recipients are screened and informed about:

    1. how well their request matches the agency’s services; and
    2. what services will be available, and when.

    Interpretation: If the service recipient’s request does not match the agency’s services, the agency should initiate a conversation with the individual and make every effort to link the person with appropriate services. The agency should inform applicants about any behaviors that might result in involuntary discharge from the program.

    Research Note: Employing electronic, telephonic, or technology-based interventions can minimize geographic barriers and increase the availability of necessary services, particularly for individuals and families living in rural or underserved areas.

    NA Another agency is responsible for screening, as defined in a contract.

  • PA-CSE 3.02

    Prompt, responsive intake practices:

    1. ensure equitable treatment;
    2. give priority to urgent needs and emergency situations;
    3. address criteria for determining when a more intensive service is necessary;
    4. support timely initiation of services; and
    5. provide for placement on a waiting list, if applicable.

  • PA-CSE 3.03

    Service recipients who cannot be served, or cannot be served promptly, are referred or connected to appropriate resources.

    NA The agency provides services to community members or groups on a one-time or occasional basis.

    NA The agency accepts all service recipients.

  • PA-CSE 3.04

    During intake, the agency gathers information to identify critical service needs and/or determine when a more intensive service is necessary, including: 

    1. personal and identifying information;
    2. emergency health needs, if appropriate; and
    3. the nature of the request or presenting issue.

    NA The agency provides information and referral services only.

  • FP
    PA-CSE 3.05

    The agency has mechanisms to identify and respond to service recipients at risk of suicide, self-injury, neglect, exploitation, and violence towards others.  

    Interpretation: If the program model does not necessitate individual risk screenings, agencies may implement a program-wide screening to evaluate the potential risk of harm by or to service recipients or others. Best practice would be for programs serving children, vulnerable adults, or individuals with a history of danger to self or others to conduct individual risk screenings. Agencies may respond to identified risk by connecting service recipients to more intensive services; facilitating the development of a safety and/or crisis plan; or contacting emergency responders, 24-hour mobile crisis teams, emergency crisis intervention services, crisis stabilization, or 24-hour crisis hotlines, as appropriate.

    Research Note: Some groups of service recipients may be at higher risk for suicide due to past trauma, compounding risk factors, and/or societal stigma, including individuals with systems involvement (foster care, juvenile justice, criminal justice), military service members, American Indian and Alaska Natives, and individuals who identify as lesbian, gay, bisexual, and transgender (LGBT). Service recipients with alcohol use and/or mental health disorders are also at elevated risk for suicide. 

  • PA-CSE 3.06

    Logs or progress notes are maintained to document individual or group progress, as appropriate to the intervention.

    Interpretation: A more formalized system of documentation may be necessary, depending on the service. For example, if the agency is establishing and tracking service goals, a service plan may be developed to monitor progress. Information that informs service delivery (e.g., screenings/assessments and service plans) should be maintained in the service recipient’s case record. 

    NA The agency provides services to community members or groups on a one-time or occasional basis.

    NA The agency provides information and referral services only.

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