The Intake Session is intended as a housekeeping session in order to meet the legal requirements of the Medicaid Waiver system, as well as learn about the individual supported. The Intake Session is a great opportunity for individuals supported and their families to ask questions about Recreational Therapy. The Recreational Therapist will use the Intake Session to establish boundaries, setting expectations for the role of the Recreational Therapist, as well as the role of the individual supported. In order to facilitate the Intake Session, Assisted Independence provides the New Client Intake Form which offers guidance to helpful questions for the Recreational Therapist to ask the individual supported, as well as establish boundaries.
Additionally, during the Intake Session, the HIPPA Notice of Privacy Practices is required to be provided to the
individual supported, informing the individual supported of how personal healthcare information is protected. In order to communicate with your interdisciplinary team about the individual supported, the individual supported will need to sign and complete the HIPPA Release Form (Authorization for Release of Health Records Pursuant to 45 CFR 164.508 HIPAA). Optionally, the individual can also sign and complete the Media Release Form (Authorization for Release of Photo, Video, or Story Pursuant to 45 CFR 164.508 HIPAA), which allows the individual supported to be featured in marketing materials.
Lastly, the individual supported should be informed of our Complaint Policy and Procedure, indicating a clear understanding of how to file a complaint, anonymously if desired, and to be protected from reprisal. They will also sign an Acknowledgement Receipt of Complaint Procedure. You will also need to obtain a picture of the individual supported. Now, the completed documents and photo from the Intake Session are to be uploaded to the Bureau of Disabilities Services (BDS) Online Portal. You will learn how to operate the Bureau of Disabilities Services (BDS) Online Portal in a later course!
Please download and save the forms mentioned above on our Resource Page (Resources – Assisted Independence)!