DEFINING CCS ROLES AND RESPONSIBILITIES TAMARA LAYNE MS

DEFINING CCS ROLES AND RESPONSIBILITIES TAMARA LAYNE MS, OTR/L INTEGRATED SERVICES COORDINATOR MILWAUKEE COUNTY’S COMMUNITY ACCESS TO RECOVERY SERVICES (CARS) BRANCH

WELCOME TO RECOVERY, INC.

RECOVERY, INC. recently hired all of their staff for the agency’s new CCS Program.

RECOVERY INC. ’s CCS STAFF ROSTER Jackie Johnson, Ph. D CCS Service Director Lori Rupert, Ph. D MH/Substance Abuse Professional Screening/Assessment, Psychotherapy Alex Walker, LCSW Care Coordinator Service Facilitation, Service Planning, Screening/Assessment Dr. Jackson Boyd, MD Prescriber Medication Management (prescriber and non-prescriber) John Michaels, Ph. D Psychotherapist Psychotherapy, Individual and Family Psychoeducation, Wellness Management and Recovery, Independent Skill Development and Enhancement Kevin Wilke MS, SAC Substance Abuse Counselor Substance Abuse Treatment, Wellness and Recovery Management, Individual and Family Psychoeducation Dany Wright, CPS Certified Peer Specialist Peer Support, Independent Skill Development and Enhancement, Wellness and Recovery Management Devin Rogers, MA Employment Specialist Employment Related Skill Training James Monroe Psychosocial Rehabilitation Specialist Independent Skill Development and Enhancement, Well Recovery and Management, Physical Health Monitoring, Medication Management (non-prescriber)

JACKIE JOHNSON, Ph. D: CCS SERVICE DIRECTOR According to DHS 36. 10 (3) your CCS Service Director is responsible for overseeing the day to day operation of the CCS program. This includes ensuring the quality of the program’s CCS service delivery and other components within the program CCS Service Director may also be your agency’s MH and/or Substance Abuse Professional (depending on qualifications) MINIMUM QUALIFICATIONS: Professionals listed under DHS 36. 10 (4) (g) (1 -8)

JACKIE JOHNSON, Ph. D: CCS SERVICE DIRECTOR ESSENTIAL DUTIES: • Supervision of staff • Ongoing review of clinical documentation, billing and service delivery • Facilitation of trainings and quality improvement initiatives to improve adherence to DHS 36 • Maintenance of Supervision and Training logs

LORI RUPERT, Ph. D: MENTAL HEALTH PROFESSIONAL The CCS Mental Health Professional is responsible for the review and oversight of all CCS related documentation and work completed by the Care Coordinator (Service Facilitator) and other ancillary staff. MINIMUM QUALIFICATIONS : Any individual provider must meet requirements in DHS 36. 10 (2) (g) 1 -8 REQUIRED ADDITIONAL TRAINING : Wisconsin MH/AODA Functional Screen Training, CCS Assessment, and IRP Development

LORI RUPERT, Ph. D: MENTAL HEALTH PROFESSIONAL A MH Professional can ONLY perform the duties outlined in DHS 36. 15 (*) ESSENTIAL DUTIES INCLUDE: * Completes the Determination of Need Statement • Reviews the consumer’s MH/AODA Functional Screen, Assessment, and IRP * Authorizes services on the IRP • Serves as a clinical consultant for CCS Care Coordinators and other ancillary staff • Participates in Recovery Team meetings • Provides additional CCS services (if applicable)

LORI RUPERT, Ph. D: SUBSTANCE ABUSE PROFESSIONAL The CCS Substance Abuse Professional authorizes services (along with Mental Professional) for individuals diagnosed with a substance abuse condition and/or those who are suspected of having a substance abuse condition MINIMUM QUALIFICATIONS: According to DHS 36. 03 (30) A Substance Abuse Professional MUST meet the requirements of s. DHS 75/02 (84)- a physician knowledgeable in addiction treatment, or psychologist knowledgeable in psychopharmacology and addiction treatment OR DHS 75. 02 (84) - (84) "Substance abuse counselor" or "counselor" means any of the following: (a) A clinical substance abuse counselor as defined in s. SPS 160. 02 (5). (b) A substance abuse counselor as defined in s. SPS 160. 02 (26). (c) A substance abuse counselor-in-training as defined in s. SPS 160. 02 (27). (d) A s. MPSW 1. 09 specialty under ch. 457, Stats. , granted by DSPS.

LORI RUPERT, Ph. D: SUBSTANCE ABUSE PROFESSIONAL ESSENTIAL DUTIES: • Assesses the consumer’s substance use, strengths, and treatment needs • Establishes substance abuse diagnoses • Reviews the consumer’s MH/AODA Functional Screen, Assessment, and IRP (signs) • Serves as a clinical consultant for CCS Care Coordinators and other ancillary staff • Participates in Recovery Team meetings • Provides additional CCS services (if applicable)

IMPORTANT CCS TEAM COMPONENT: Every CCS Program MUST have both a Mental Health and Substance Abuse Professional on their roster.

ALEX WALKER, LCSW : CARE COORDINATOR (SERVICE FACILITATOR) • The CCS Care Coordinator (Service Facilitator)serves as: the hub of all CCS related activities. • ONLY the CCS Care Coordinator can provide Service Facilitation services (DHS 36. 03) (26) According to DHS 36. 10 (4) The goal of the CCS Care Coordinator is to ensure that the consumer’s Individualized Recovery Plan is coordinated, monitored, and designed to support the member in a manner that helps the member achieve the highest possible level of independent functioning

ALEX WALKER, LCSW : CARE COORDINATOR (SERVICE FACILITATOR) MINIMUM QUALIFICATIONS: Any individual provider must meet requirements in DHS 36. 10 (2) (g) 122 REQUIRED ADDITIONAL TRAINING: Wisconsin MH/AODA Functional Screen Training, CCS Assessment, and IRP Development

ALEX WALKER, LCSW: CARE COORDINATOR (SERVICE FACILITATOR) ESSENTIAL DUTIES: • Provision of outreach and educational efforts related to CCS admission and enrollment • Administration of the MH/AODA Functional Screen (initial and annually) • Assessment of a consumer’s needs (initial, once every six months, and ongoing) • Development and ongoing facilitation of the Recovery Team • Development of the Individualized Recovery Plan (IRP), continuous review and updating (to occur at least once every six months, this occurs in conjunction with the consumer) • Oversees and is responsible for coordinating all CCS services and requesting service authorizations/discontinuations for services listed on the IRP • Provides additional CCS services (if applicable)

DR. JACKSON BOYD, MD: PRESCRIBER A prescriber supports the consumer in managing their mental health and/or substance abuse condition through assessing, diagnosing, and the provision of medication management services. A prescriber is an important member of the Recovery Team as they can support both the team and the consumer in better understanding mental health and/or substance use disorders as well as the methodology behind psychopharmacological intervention and symptomology. MINIMUM QUALIFICATIONS: Any individual provider must meet requirements in DHS 36. 10 (2) (g) 13, 7 -8,

DR. JACKSON BOYD, MD: PRESCRIBER ESSENTIAL DUTIES: • Assesses, diagnoses and treats mental health and/or substance use conditions • Supports both the team and the consumer in understanding mental health and/or substance abuse conditions as well as the methodology behind psychopharmacological intervention and symptomology • Participates in Recovery Team meetings and engages in ongoing communication with the CCS Care Coordinator to monitor the consumer’s recovery process • Collaborates with provides outside of CCS (with consent of the consumer) if there is concern related to the consumer’s psychiatric and/or medical conditions • Prescribers can also provide non-prescriber medication management services (i. e. supporting the member in taking his or her medications; increasing the member’s understanding of the benefits of medication and the symptoms it is treatment and monitoring changes in the member’s symptoms and tolerability of side effects. )

JOHN MICHAELS, Ph. D: PSYCHOTHERAPIST A psychotherapist engages consumers in "talk therapy" to support the achievement of recovery goals, help improve quality of life, enhance satisfaction in relationships, improve function and performance in both work and leisure activities. MINIMUM QUALIFICATIONS: Any individual provider must meet requirements in DHS 36. 10 (2) (g) 1 -10, 14, 22. Providers must be appropriately certified/ licensed, act within their scope of practice, and adhere to the DHS codes relevant to their practice.

JOHN MICHAELS, Ph. D: PSYCHOTHERAPIST ESSENTIAL DUTIES: • Diagnoses and treats mental, emotional, or behavioral disorders, conditions, or addictions • Utilizes various therapeutic interventions derived from established psychological or systemic principles for the purpose of supporting people in modifying their behaviors, cognitions, and emotions. • Supports the consumer in understanding how personal characteristics, unconscious processes, and psychosocial development impact how one views themselves and engages in the world • Supports both the team and the consumer in understanding mental health and/or substance abuse conditions and the impact on overall function • Participates in Recovery Team meetings and engages in ongoing communication with the CCS Care Coordinator to monitor the consumer’s recovery process

IMPORTANT: PSYCHOTHERAPISTS Licensed Psychotherapists can ONLY provide psychotherapy services in a facility that is licensed under DHS 35. Psychotherapists MUST maintain a separate medical record that is in compliance with the standards outlined under their DHS 35 certification.

KEVIN WILKE MS, SAC: SUBSTANCE ABUSE COUNSELOR A substance abuse counselor is also known as a rehabilitation counselor who counsels individuals coping with substance use disorders. They are responsible for supporting individuals in learning the skills and mechanisms to cope with addiction and provide additional treatment for people with mental, emotional or substance abuse problems. MINIMUM QUALIFICATIONS: Any individual provider must meet requirements in DHS 36. 10 (2) (g) 1, 2 -with knowledge Of addiction, 4 - with knowledge of psychopharmacology and addiction treatment, 16. Providers must be appropriately certified/licensed, act within their scope of practice, and adhere to the DHS codes relevant to their practice. • Providers must possess one of the following: • CSAC – Clinical Substance Abuse Counselor • SAC – Substance Abuse Counselor • SAC-IT – Substance Abuse Counselor In-Training • Marriage & Family Therapy, Professional Counseling & Social Worker Examining Board (MPSW) 1. 09 Specialty

KEVIN WILKE MS, SAC: SUBSTANCE ABUSE COUNSELOR ESSENTIAL DUTIES: • Interviews consumers, reviews records and confers with other related professionals for further course of counseling treatment • Facilitates individual or group sessions to counsel consumers and support them in coping with addiction related issues • Interacts with a consumer’s family (if consent is given) and facilitate counseling sessions for family members to help them understand support the consumer as they navigate the recovery process • Establishes a course of substance abuse treatment

KEVIN WILKE MS, SAC: SUBSTANCE ABUSE COUNSELOR ESSENTIAL DUTIES (continued): • Monitors, evaluates and records the consumer’s progress as it relates to the objectives of treatment • Collaborates with other members of the treatment team (including the CCS treatment team) • Plans and conducts programs to educate clients and help them overcome social difficulties, improve health, and prevent relapse • Encourages consumers who are further along in their recovery process to share their experiences with others to offer encouragement and support

IMPORTANT: SUBSTANCE ABUSE COUNSELOR **Licensed Substance Abuse Counselors can ONLY provide Substance Abuse services in a facility that is licensed under DHS 75. Substance Abuse Counselors MUST maintain a separate medical record that is in compliance with the standards outlined under their DHS 75 certification**

DANY WRIGHT, CPS: CERTIFIED PEER SUPPORT SPECIALIST A Peer Support Specialist is a valuable addition to any Recovery Team. A Peer Support Specialist provides services with a unique perspective outside the traditional clinical approach, as Peer Support Specialists bring lived experience to the team. Through a mutually empowering relationship, the Peer Support Specialist partners with the consumer on enhancing their understanding of their mental health and/or substance use condition, builds skills to support the consumer in recovery, and supports them in navigating various systems with dignity and without retraumatization. MINIMUM REQUIREMENTS: Any individual provider must meet requirements in DHS 36. 10 (2) (g) 20. All CCS Peer Specialist must be a Wisconsin Certified Peer Specialist. Providers must act within their scope of practice. Providers must submit a copy of their peer specialist certificate, resume, and degree/ diploma/ GED (minimum of a HS Diploma/ GED). Providers must be 21 years of age

DANY WRIGHT, CPS: CERTIFIED PEER SUPPORT SPECIALIST ESSENTIAL DUTIES: • Engages the consumer in a mutually empowering therapeutic relationship to support the consumer in reaching their goals • Supports the consumer and/or family in understanding mental health and/or substance use conditions • Models and teaches skills that promote wellness, self-direction and advocacy • Offers a wide-range of services to the consumers in accordance with the consumer’s needs and personal goals (this includes CCS services outside of Peer Support) • Participates in Recovery Team meetings • Is a member of the CCS team (attends CCS team meetings and works in partnership with other team members)

DEVIN ROGERS, MA: EMPLOYMENT SPECIALIST Employment Specialists (ES) are the newest addition to the CCS recovery team. Employment specialists specialize in providing long-term (or as long as consumer deems necessary) supports specifically in the areas of education and employment. The goal of the ES is to support the consumers in obtaining and maintaining competitive employment in areas that they desire to work in. MINIMUM QUALIFICATIONS: Any individual provider must meet requirements in DHS 36. 10 (2) (g) 1 -22. REQUIRED ADDITIONAL TRAINING: Evidenced-Based Practice Training (Individualized Placement and Support (IPS) or Clubhouse model)

DEVIN ROGERS, MA: EMPLOYMENT SPECIALIST ESSENTIAL DUTIES: • Works under the supervision of the Employment Supervisor • Collaborates with the treatment team when areas outside of education and employment need addressing • Refers to and collaborates with Department of Vocational Rehabilitation (DVR) • Is part of the CCS team and participates in regular team meetings • Engages in job development and develops relationships with local employers • Supports a consumer in all aspects of education and employment (this includes skill building activities)

JAMES MONROE: PSYCHOSOCIAL REHABILITATION SPECIALIST A Psychosocial Rehabilitation specialist can provide a wide range of services on the CCS service array. A Psychosocial Rehabilitation Specialist operates under the direction of the Mental Health and/or Substance Abuse Professional and provides CCS services in accordance with the consumer’s Individualized Recovery Plan (IRP). MINIMUM REQUIREMENTS: Any individual provider must meet requirements in DHS 36. 10 (4) (g) 21. Must be at least 18 years old and has completed at least 30 hours of training in recovery concepts, consumer rights, consumer centered individual treatment planning, mental illness, co-occurring mental illness and substance abuse, psychotropic medications and side effects, functional assessment, local community resources, adult vulnerability, and consumer confidentiality.

JAMES MONROE: PSYCHOSOCIAL REHABILITATION SPECIALIST ESSENTIAL DUTIES: • Provides CCS services under the direction of the MH and/or Substance Abuse Professional • Participates in Recovery Team meetings (if participation is approved by the consumer) • Engages in ongoing communication with the Recovery Team (if consent is provided by the consumer)

SUPERVISION REQUIREMENTS AND CLINICAL COLLABORATION: METHODS OF SUPRERVISION (DHS 36. 11) Clinical Collaboration Is a method of supervision ONLY for staff qualified under DHS 36. 10 (2) (g) (1 -8) OTHER SUPERVISION METHODS: • Individual with case review to assess performance and provide feedback • Side-by side sessions during assessments, service planning meetings, and/or CCS service delivery in which the supervisor assesses, teaches and gives advice or direction regarding specific situations and/or strategies • Group meetings to review and assess staff performance and provide the staff member with advice or direction regarding specific situations and/or strategies • Any other professionally recognized form of supervision designed to provide sufficient guidance to assure the delivery of effective services to the consumer by the staff member

SUPERVISION REQUIREMENTS AND CLINICAL COLLABORATION (DHS 36. 11) FOR STAFF Qualified Under DHS 36. 10 (2) (g) 1 -8: Staff qualified under DHS 36. 10 (2) (g) 1 -8 require at least one hour of clinical supervision or clinical collaboration per month or for every 120 clock hours of face to face psychosocial rehabilitation or service facilitation they provide

SUPERVISION REQUIREMENTS AND CLINICAL COLLABORATION (DHS 36. 11) Staff qualified under DHS 36. 10 (2) (g) 1 -8 providing clinical supervision or clinical collaboration MAY NOT provide more than 60 hours per week of combined supervision, clinical collaboration, face to face psychosocial rehabilitative services and/or clinical services in any combination of clinical settings

SUPERVISION REQUIREMENTS AND CLINICAL COLLABORATION (DHS 36. 11) A Service Director may direct CCS staff to participate in additional supervision hours (beyond the minimum) if it is deemed necessary to ensure that appropriate psychosocial rehabilitative services are being provided.

SUPERVISION REQUIREMENTS AND CLINICAL COLLABORATION (DHS 36. 11) FOR STAFF Qualified Under DHS 36. 10 (2) (g) 9 -22: Each staff member qualified under DHS 36. 10 (2) (g) 9 -22 shall receive from a staff member Qualified Under DHS 36. 10 (2) (g) 1 -8, day to day supervision and at least one hour of supervision per week or for every 30 clock hours of face to face psychosocial rehabilitative services or service facilitation they provide

SUPERVISION REQUIREMENTS AND CLINICAL COLLABORATION (DHS 36. 11) **SUPERVISION MUST BE DOCUMENTED IN A SUPERVISION LOG** See DHS 36. 11 (4) regarding how to maintain a supervision log

ONGOING CCS TRAINING REQUIREMENTS (DHS 36. 12 (11 c) The CCS program shall ensure that each staff member receives at least 8 hours of inservice training per year INSERVICE TRAININGS CAN INCLUDE: • Time set aside for inservice trainings, including discussion and presentation of current principles and methods for delivering psychosocial rehabilitative services • Presentations by community resource staff or other agencies, including consumer operated organizations • Conferences and Workshop

ONGOING CCS TRAINING REQUIREMENTS (DHS 36. 12 (11 c) **ONGOING TRAINING NEEDS TO BE DOCUMENTED IN A TRAINING LOG** (See DHS 36. 12 (11) (3 d) for details on how to maintain ongoing training logs)

THANK YOU