(1) "Assessment" means the act of identifying the resources and services needed to carry out the therapeutic case plan. Assessment includes identifying the strengths, abilities, potentials, skills, and aspirations of the client and the client's family. This is not a psychiatric, medical, or other specialized evaluation which is traditionally completed by other qualified professionals. Assessment enables the case manager to determine the nature and extent of brokering, coordination, transportation, and advocacy needed.

(2) "Case planning" means the development of a written individualized strength based case management plan based on the assessment. The case management plan must also include a crisis plan. The case management plan for the client is developed by the case manager with the participation of:

(a) the parent, legal guardian, or the surrogate parent;

(b) the client advocate if requested by the parent, legal guardian, or youth;

(c) the client; and

(d) the client's service providers.

(3) "Coordination, referral, and advocacy" means providing access to and mobilizing resources to meet the needs of the client.

(a) monitoring and assessing the impact of services being provided;

(b) identifying services included in the case plan that are not currently being provided, and the reasons the services are not being provided;

(c) ensuring that services identified in the case plan are provided;

(d) making appropriate referrals, including to advocacy organizations and service providers;

(e) enhancing parent or surrogate parent involvement in the planning and delivery of services for a client;

(f) empowering the client to speak or act on the client's own behalf when possible; and

(g) speaking or acting on the client's behalf when the client or others are unable to carry out this role.

(4) "Crisis plan" means an individualized plan for the client that identifies potential problems that, if left unaddressed, may lead to the client experiencing a mental health crisis.

(5) "Crisis response" means the immediate action taken by an individual trained to respond to mental health emergencies when a person presents as a danger to self or others. A case manager must take immediate action to contact an appropriately trained individual or emergency service responder if they believe a client presents a danger to self or others. Crisis response must be made in a manner consistent with the least restrictive alternative measures or settings available for the client's condition. Crisis response may include contact with a client's family members if necessary and appropriate.

(6) "Monitoring and follow-up" means regular contacts by the case manager with the youth and their family or caregivers, and their service providers to assure the appropriateness of services to the youth/family. Monitoring is used to identify and address concerns which may create barriers to services, and to assure the youth receives services as indicated in the case plan.

(7) "Sub crisis response" means timely action taken by a case manager for the purpose of supporting or assisting a client and family with urgent problems that if left unaddressed could lead to the client experiencing a mental health crisis.

(8) "Timely action" means the support or assistance is provided in a time frame consistent with the nature of the problem in an attempt to prevent a crisis.