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The Coordinated Assessment System (CAS) Summary Guidance Document supports Care Managers, QIDPs, individuals, families, and support teams in reviewing CAS summaries. CAS assesses a person's strengths, needs, and interests to guide person-centered planning. This document outlines the CAS process, including interviews, observations, and records review, and explains key sections of the CAS summaries, such as the Personal Summary, Medications Report, and Supplements. It aims to facilitate meaningful discussions and informed decision-making in developing personalized care plans.

The OPWDD Self-Direction Guidance (Revised 2020) provides an overview of policies and procedures for individuals, families, and providers participating in the New York State Office for People With Developmental Disabilities (OPWDD) self-direction program. This program empowers individuals with neurodiversity to have greater control over their services, budgets, and support plans. The guidance outlines the roles and responsibilities of participants, brokers, fiscal intermediaries, and other key stakeholders in creating and managing self-directed plans. It includes detailed information on budget development, service definitions, compliance requirements, and strategies for maximizing flexibility while ensuring accountability. This document serves as a comprehensive resource to support informed decision-making and successful participation in self-direction.

The OPWDD Family-Friendly Guide to NYS Self-Direction is a user-friendly resource designed to help families and individuals understand the self-direction program offered by the Office for People With Developmental Disabilities (OPWDD). It explains how self-direction empowers individuals with neurodiversity to customize their services and supports based on their unique needs and goals. The guide covers key aspects of the program, including budget creation, choosing support staff, and available services, while highlighting the flexibility and independence it provides. It serves as an accessible introduction to self-direction for families navigating the OPWDD system.

This guidance document provides a framework for Care Managers and Qualified Intellectual Disabilities Professionals (QIDPs) to address and communicate questions or concerns arising from the review of Coordinated Assessment System (CAS) summaries. It outlines the steps for engaging in person-centered discussions with individuals, families, and support teams during the review process and highlights key areas to assess, including administrative requirements and the accuracy of information. Additionally, it details the documentation and communication procedures for submitting concerns to OPWDD, ensuring a structured approach to resolving discrepancies or issues in the CAS summaries.