Adult Protective Services Handbook Revision December 2010

This revision of the Adult Protective Services Handbook was published on December 3, 2010. Summaries of new or revised items are provided below.

Exploitation Allegations

APS policy has been revised to clarify that an incident that is only theft is not investigated as exploitation. For an incident to be considered exploitation, the client has to have had the opportunity to provide informed consent. In an act of theft, the client was not aware of the event and therefore not given the opportunity to provide consent.

When a Client Dies During an APS Case

Historically APS has often discontinued an investigation when the client dies because the protective services for the client are no longer needed. Reevaluation of this policy has led to clarification on when APS continues to investigate or opens a new intake and may take action in the Employee Misconduct Registry (EMR) or release information to an employer when a designated perpetrator is an ongoing threat to other persons age 65 or older or persons with disabilities.

See:

1360 Death Allegations

2650 Client Dies During the Investigation

2651 Procedure to Follow When a Client Dies During Investigation

2652 Documentation for Death of a Client During the Investigation

3472 Client Dies During Service Delivery

3472.1 Procedure to Follow When a Client Dies During Service Delivery

3473 Documentation for Death of a Client During Service Delivery

Temporary Removal of DADS Guardianship Appendices

The following appendices are temporarily deleted until new content regarding guardianship is provided by DADS.

Appendix 4000-3: Joint Staffing Process for DFPS Referrals to DADS Guardianship Services

Appendix 4000-4: Review of Guardianship Decision

Addition of Appendix Regarding the EMR Database

The following appendix has been added to the handbook.

Appendix 5000-1: Instructions for Entering Information Into the APS EMR Database

Clarifications of Existing Policy

The items below are revised to provide clarifications of existing policy. Some items have been renumbered or contain new cross-references. No policy changes have been made in these items.

1347 Exploitation (EXPL) Allegations

1347.10 Procedure for Assessing Exploitation (EXPL) Allegations

1511 Allegations in Facilities That Are Licensed or Unlicensed but Subject to Licensure by DADS Regulatory Services

1511.10 Procedure for Assessing Allegations in Facilities That Are Licensed or Unlicensed but Subject to Licensure by DADS Regulatory Services

1511.20 Procedure for Determining Whether an Assisted Living Facility Is Licensed or Subject to Licensure by DADS Regulatory Services

1511.30 Procedure for Emergency Situations Involving Facilities That Are Licensed or Unlicensed but Subject to Licensure by DADS Regulatory Services

1511.40 Procedure for Closure of Facilities That Are Licensed or Unlicensed but Subject to Licensure by DADS Regulatory Services

2211 Procedure for Case Initiation

2271 Procedure for Referrals to Law Enforcement

2332 Documentation of Information About Principals

2342.2 Procedure for Not Interviewing the Alleged Perpetrator

2352 Documentation for Photographs

2381.3 Criminal History Records Checks and Referrals to DADS Guardianship Services

2511.1 Exceptions for Monthly Status Contacts During Investigations

2650 Client Dies During the Investigation

2651 Procedure to Follow When a Client Dies During the Investigation

2651.1 Client Dies Before the Initial Face-to-Face Is Completed

2651.2 Alleged Perpetrator's Actions Contributed to the Client's Death

2651.3 Self-Neglect Contributes to the Client's Death

2651.4 Alleged Perpetrator's Actions Did Not Contribute to Client's Death

2651.5 Rapid Closure When Client Dies During the Investigation

2651.51 Rapid Closure When All Allegations Are Self-Neglect

2651.52 Rapid Closure When the Alleged Perpetrator's Actions Did Not Contribute to the Client's Death

2651.53 Alleged Perpetrator Is EMR Eligible

2652 Documentation of Date of Death and Reason for Death When a Client Dies During the Investigation

2652.1 Allegation Detail Page

2653 Documentation When Client's Death Involves Abuse or Neglect

2652.2 Documentation When Client's Death Does Not Involve Abuse or Neglect

2652.3 Documentation for Rapid Closure Following Client's Death

2661 Exploitation Allegations Involving a Guardian of the Estate

2662 Alleged Perpetrator Role for Allegations of Neglect Involving Wards

2662.1 Procedure for Determining Perpetrator Role for Allegations of Neglect Involving Wards

2663 Gaining Access to the Ward During an Investigation

2663.1 Procedure for Gaining Access to the Ward During an Investigation

2680 Investigations Involving Certain Types of Facilities

2681 Investigations Involving Schools

2681.1 Procedure for Investigations Involving Schools

2682 Investigations in Boarding Home Facilities

2682.1 Procedure for Investigations Involving Boarding Home Facilities

2690 Allegations Involving Home and Community Support Services Agencies (HCSSA) Employees

2691 Procedure for Allegations Involving Home and Community Support Services Agencies (HCSSA) Employees

2692 Procedure for Exploitation Allegations Involving HCSSA Employees

2710 Allegation Disposition

2821 Investigation Closure Reason Codes

2821.10 Rapid Closure Codes and Disposition of Other

3251.1 Exceptions for Monthly Status Contacts During Service Delivery

3470 Case Closure During Service Delivery

3471 Client Withdraws From Services

3472 Client Dies During Service Delivery

3472.1 Procedures to Follow When a Client Dies During Service Delivery

3473 Documentation for Death of a Client During Service Delivery

3473.1 Documentation When Client's Death Involves Neglect

3473.11 Neglect Allegations Validated in the Investigation Stage Contribute to a Client's Death During Service Delivery

3473.2 Documentation When Client's Death Involves Natural Causes or an Accident

3473.3 Documentation When Client's Death Involves Certain Abuse or Neglect by an Alleged Perpetrator

3511 Assessing the Need for Purchased Client Services

3521 Client’s Budget and Financial Resources

3600 Methods for Use of Purchased Client Services

3610 State Term Contract Procurement Cards

3611 Procedures for the Use of State Term Contract Procurement Cards

3611.1 Transaction Limits of Procurement Cards

3611.2 Returns of Goods Purchased With a Procurement Card

3611.3 Decline of a Procurement Card

3611.4 Security for Procurement Card

3611.5 Lost or Stolen Procurement Cards

3611.6 Reconciling the State Term Contract Procurement Card Billing Statement

3612 Documenting State Term Contract Procurement Card Purchases

3620 Purchase Order for Placement Services (POPS)

3621 Procedures for POPS

3622 Determining Rate for POPS

3623 Responsibilities of Contract Staff and Regional Management

3624 Monitoring Medicaid Eligibility Status for POPS

3625 Documentation Requirements for POPS

3625.1 Documentation Requirements for Subsequent 60-Day Placements

3630 Contracts

3631 Procedure for Contracts

3632 Documentation Requirements for Contracts

3640 Claims Processing

3641 Procedure for Claims Processing

3642 Documentation Requirements for Claims Processing

3650 Using Program-Directed Purchase

3651 Procedure for Program-Directed Purchase

3652 Documentation Requirements for a Program-Directed Purchase

3660 Travel Purchases

3661 Procedure for Travel Purchases

3662 Documentation Requirements for Travel Purchases

4783.3 Procedure for Emergency Referrals to DADS Guardianship Services to Protect Client Assets

4785 General Issues Regarding DADS Guardianship Services Referrals

5118.2 Notification of Investigation Involving a Guardianship to Probate Court

5241 When to Merge Cases

5331 Notification of Results of the Administrative Desk Review for Designated Perpetrators

5410 Due Process for Employee Misconduct Registry (EMR) Cases

5411.1 Definition of Reportable Conduct

5411.2 Subject Matter Expert Review

5411.3 Valid ‑ Reportable Conduct Allegation Disposition

5411.4 Regional Director Review

5411.5 APS EMR Database

5412 Notification of Reportable Conduct

5413 Duties of State Office EMR Coordinator

5413.1 Decision to Pursue Inclusion on the EMR Is Reversed

5413.2 Additional Procedures for Processing EMR Referrals

5413.3 Request for Hearing by the Employee

5413.4 Deadlines for Filing Request for Hearing

5413.5 Request for Hearing Is After the Deadline

Appendix II: Facilities and Jurisdictions

Appendix 3000-A: APS Service Codes, Descriptions, Unit Types and Descriptions

Appendix 5000-1: Instructions for Entering Information Into the APS EMR Database

Cross-references to renumbered items have been revised in the items below. No other changes were made to these items. See:

2441 Procedure for Undue Influence

5119 Providing Information to DADS on Adult Foster Care Applicants or Staff of a Home and Community Support Services Agency (HCSSA)

5425.3 Notification of Release of Findings for School Employees

1520.10 Procedure for Assessing Allegations Involving Schools

3217 Documenting the Client’s Withdrawal From Services

3254 Documenting Monthly Status Contacts

3523 Receipt of Purchased Goods or Services by Client

3513 Authorizing Purchased Client Services

3525 APS Service Authorization

3740 Claims Processing