(1) Waiver-funded children's case management (WCCM) services are services furnished to assist a person in gaining access to needed medical, social, educational, and other services. WCCM includes the following assistance:

(a) comprehensive initial assessment and periodic reassessment to determine a child's need for any medical, educational, social, or other services;

(b) development and periodic revision of a specific care plan;

(c) referral and related activities to help an eligible child to obtain needed services;

(d) monitoring and follow-up activities including activities and contacts that are necessary to ensure the plan of care is implemented and adequately addresses the child's needs;

(e) completion of the freedom of choice form; and

(f) assistance with crisis intervention planning to locate suitable alternative placement when the person's health or safety is at risk.

(2) WCCM may not provide:

(a) case management activities that are a component of another covered Medicaid service;

(b) direct delivery of medical, educational, social, or other services the person has been referred to; or

(c) administration of foster care programs or other nonmedical programs.

(3) A person providing WCCM must:

(a) possess a bachelor's degree in social work or a related field from an accredited college and have one year of experience in human services, or have provided case management services, comparable in scope and responsibility to that provided by targeted case managers, to persons with developmental disabilities for at least five years;

(b) have at least one year's experience in the field of developmental disabilities or, if lacking such experience, complete at least 40 hours of training in the delivery of services to persons with developmental disabilities under a training plan reviewed by the Developmental Disabilities Program (DDP) within three months of hire or designation as a case manager;

(c) participate in a minimum of 20 hours of training in services to persons with developmental disabilities each year, including abuse prevention training provided by the DDP under a training plan reviewed by the DDP; and

(d) case managers who have not been certified must participate in the first MONA (the Montana resource allocation protocol tool) or mini MONA certification training opportunity available after hire.

(4) A staff person providing case management to youth age 16 through 21 must be certified to complete the personal support plan.

(5) Documentation of the qualifications of a case manager and completion of mandated training must be maintained by the employer.