(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) "Assistance in daily living" means the ongoing monitoring of how a client is coping with life on a day-to-day basis and the provision of assistance by a case manager which supports a client in daily life. Assistance with daily living skills includes but is not limited to:

(a) assistance with shopping and budgeting;

(b) teaching use of public transportation and other resources;

(c) monitoring and tutoring with regard to health maintenance; and

(d) monitoring contact with family members.

(3) "Case planning" means the development of a written individualized case management plan for the client which is arrived at by the case manager with the participation of:

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

(b) the client advocate;

(c) the client; and

(d) the client's service providers.

(4) "Coordination, referral and advocacy" means providing access to and mobilizing resources to meet the needs of the client. This may include but is not limited to:

(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.

(5) "Crisis response" means immediate action by an intensive case manager or care coordination case manager for the purpose of supporting or assisting a client or other person in response to a client's mental health crisis. 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.