WHO IS ACCREDITED?

Private Organization Accreditation

HeartShare assist individuals with developmental disabilities through education, day, residential and recreation programs, case management, and health services, and provides foster care/adoption services, counseling, after school and energy assistance programs, and programs for people with HIV/AIDS.
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VOLUNTEER TESTIMONIAL

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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Purpose

Individuals who participate regularly in Adult Day Services achieve and maintain an optimal level of well-being, functioning, and health, and remain in their preferred community residence.

CA-AD 2: Screening and Intake

The organization’s screening and intake practices ensure that individuals receive prompt and responsive access to appropriate services.

Rating Indicators
1
All elements or requirements outlined in the standard are evident in practice, as indicated by full implementation of the practices outlined in the Practice standards.
2
Practices are basically sound but there is room for improvement, as noted in the ratings for the Practice standards; e.g.,
  • Minor inconsistencies and not yet fully developed practices are noted, however, these do not significantly impact service quality; or
  • Procedures need strengthening; or
  •  With few exceptions procedures are understood by staff and are being used; or
  • Referrals procedures need strengthening; or
  • For the most part, established timeframes are met;
  • Active client participation occurs to a considerable extent.
  • In a few rare instances urgent needs were not prioritized.
3
Practice requires significant improvement, as noted in the ratings for the Practice standards. Service quality or program functioning may be compromised; e.g.,
  • Procedures and/or case record documentation need significant strengthening; or
  • Procedures are not well-understood or used appropriately; or
  • Urgent needs are often not prioritized, or
  • Services are frequently not initiated in a timely manner; or
  • Applicants are not receiving referrals, as appropriate; or
  • A number of client records are missing important information  or
  • Client participation is inconsistent; or
  • Screening and intake done by referral source and no documentation and/or summary of required information present in case record; or
  • One of the Fundamental Practice Standards received a rating of 3 or 4.
4
Implementation of the standard is minimal or there is no evidence of implementation at all, as noted in the ratings for the Practice standards; e.g.,
  • There are no written procedures, or procedures are clearly inadequate or not being used; or
  • Documentation is routinely incomplete and/or missing; or  
  • Two or more Fundamental Practice Standards received a rating of 3 or 4.

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. Persons served
    • Review case records

  • CA-AD 2.01

    Individuals are screened and informed about:

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

    Interpretation: When the organization does not work directly with potential service recipients, screening procedures should include steps for providing the information in elements a and b to the referring provider.

    NA The organization is to accept all referrals, as defined in a contract.


  • CA-AD 2.02

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

    NA The organization accepts all clients.


  • FP
    CA-AD 2.03

    Prompt, responsive intake practices:

    1. ensure equitable treatment;
    2. give priority to urgent needs and emergency situations;
    3. support timely initiation of services; and
    4. provide for placement on a waiting list, if applicable.

  • CA-AD 2.04

    During intake, the organization 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; and
    3. safety concerns, including imminent danger or risk of future harm.

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