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PHASE 2/Module 1EVALUATION“Be Ready”
A Different Way of Thinking• Understand the regulatory DIFFERENCES betweenevaluation, initial child assessment and family ...
EVALUATION2
REFRESHER3
DIFFERENCESNew in IDEA Part CEvaluation versus child and family directed assessmentMultidisciplinaryICO cannot negate eval...
DIFFERENCES3 Distinct ProcessesEvaluation – Eligibility Determination - If eligible then thefollowing is required:Initia...
DIFFERENCES6New in NC ITP5 specific standardized, norm-referenced testinginstrumentsConsistent implementation of required ...
DIFFERENCESScreening, Referral and IntakeReferral Form (Revised)IntakeScreening (No implementation)7
8
DIFFERENCESDiscussion QuestionsFor each discussion question :Compare the CDSA‟s current practices vs.requirements outlined...
DIFFERENCESDiscussion QuestionsFamily-Directed Assessment is required after eligibilitydetermination. How would this chang...
11
12
REQUIREMENTSRevised Referral Form13
14REQUIREMENTSExampleAva’s Referral Form
REQUIREMENTSEVALUATION“Means the procedures used by appropriatequalified personnel to determine a child‟s initialand conti...
16Each Processin More Detail
REQUIREMENTSEvaluation ProcessRequired Components Eligibility through record reviewor Administering an evaluation instru...
REQUIREMENTSEvaluation, cont’dGathering information from other sourcesTimely, comprehensive, nondiscriminatory,multidiscip...
REQUIREMENTS19Eligibility through record review• A child’s medical or other records may be used toestablish eligibility (w...
REQUIREMENTSEvidence for established condition ordevelopmental delay(s)Referral source/parent informationRecent evaluation...
REQUIREMENTS21Review of records for establishedcondition• Review of written evidence• Diagnostic statement from MD, hospit...
REQUIREMENTS22Review of records for developmental delays• Clear and complete• Tool(s) used• Can be considered if they are ...
REQUIREMENTSDISCUSSION QUESTIONSWhat local procedures are in place to determineif a child is eligible based upon the revie...
24REQUIREMENTSNeed to Determine EligibilityNo single procedure may be used as the solecriterion for determining a child„s ...
REQUIREMENTSEvaluation ProcessAdministering an evaluation instrument 5 instruments recommended to ensure consistency Con...
REQUIREMENTSEvaluation ToolsBriganceDevelopmental Assessment of Young Children(DAYC)Bayley Scales of Infant and ToddlerDev...
REQUIREMENTS27Discussion QuestionsNext week after support call
REQUIREMENTS28Qualified evaluation personnel Consider qualifications outlined by theevaluation instrument‟s manual. Educ...
REQUIREMENTSQualified Personnel for Evaluations,cont’dUnderstand qualitative and quantitative measuresand knowledgeable of...
REQUIREMENTSChild historyTaking the child‟s history (includinginterviewing the parent)Child History Form30
31OPTIONALIntake/ChildHistory Form
32OPTIONALAva’sIntake/Child History Form
33REQUIREMENTSIdentifying child’s functioning level in 5 domains• Cognitive• Physical (including vision and hearing)• Comm...
34REQUIREMENTSEvaluation Process• Gathering information from other sources Other Sources = family members, other care-giv...
35REQUIREMENTSDiscussion QuestionsWhen is it necessary to gather information fromother sources?When would discussions with...
REQUIREMENTS36Informed Clinical OpinionNecessary safeguard against eligibilitydetermination based upon isolated informatio...
REQUIREMENTS37Informed Clinical OpinionNECTAC – Informed Clinical Opinion (ICO) Meaning in the context of Part C Effect ...
REQUIREMENTS38Meaning in the context of Part C Makes use of qualitative and quantitative information Knowledge and skill...
REQUIREMENTS39How ICO affects eligibility determination?Individual - Clinical interviews with parents Evaluation of the ...
REQUIREMENTS40How ICO affects eligibility determination?Multidisciplinary Team - Synthesizes quantitative and qualitative...
REQUIREMENTSWhy necessary to document ICO?Provides baseline to measure progress andchanging needs of child and family over...
REQUIREMENTSInformed Clinical OpinionInformed clinical opinion may be usedindependently to establish eligibility even when...
REQUIREMENTSInformed Clinical OpinionExplain why evaluation standards and procedures,used with the majority of children re...
REQUIREMENTSDiscussion Questions:How does the CDSA staff document the sources anduse of informed clinical opinion for each...
REQUIREMENTSContinuing EligibilityWhat are prompts that might signal an IFSP teamto notify the CDSA to examine a child‟sco...
REQUIREMENTSContinuing EligibilityParent or IFSP team members express that achild has made progress on meeting outcomeson ...
REQUIREMENTS47Discussion QuestionsWhat are other prompts that might signal andIFSP team to notify the CDSA to examine a ch...
PUTTING ITALLTOGETHER48
DOCUMENTATION49Ava’s Evaluation
DOCUMENTATIONEligibility Determination DocumentationAva’s eligibility documentation50
DOCUMENTATION51Documentation of eligibility determinationthrough record reviewImportant to clearly document how eligibilit...
DOCUMENTATION52Documentation of evaluation conducted for eligibilitydetermination to include:• Name of evaluation instrume...
WHAT’S NEXT?Discussion QuestionsSubmit questions to Core Team email addressSupport Calls planned based upon themes Phase ...
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Phase 2 evaluation train the trainer power point and video with voiceover

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Phase 2 Module 1: Evaluation is the first in a series of modules for Phase 2 offering information about Evaluations, Family-Directed Assessments, and Child Assessments. This module focuses on Evaluation. Information about Family-Directed Assessments and Child Assessments will be covered in the next Phase 2 modules.

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Transcript of "Phase 2 evaluation train the trainer power point and video with voiceover"

  1. 1. PHASE 2/Module 1EVALUATION“Be Ready”
  2. 2. A Different Way of Thinking• Understand the regulatory DIFFERENCES betweenevaluation, initial child assessment and family directedassessment• Understand the REQUIREMENTS of an evaluation• Understand the INTEGRATION of evaluationinformation into IFSP1EVALUATION
  3. 3. EVALUATION2
  4. 4. REFRESHER3
  5. 5. DIFFERENCESNew in IDEA Part CEvaluation versus child and family directed assessmentMultidisciplinaryICO cannot negate evaluation resultsNative language4
  6. 6. DIFFERENCES3 Distinct ProcessesEvaluation – Eligibility Determination - If eligible then thefollowing is required:Initial Child Assessment – Focus is interventionplanning. Observe how child is usingdevelopmental skills in home and community(natural settings).Family-Directed Assessment – Personalinterview (using a tool) with family regardingroutines/daily activities. Leads to discovery ofConcerns, Priorities and Resources related toenhancing child‟s development.5
  7. 7. DIFFERENCES6New in NC ITP5 specific standardized, norm-referenced testinginstrumentsConsistent implementation of required componentsRevised Referral Form (Section II deleted)NEW UPDATE: Eligibility Determination FormRevised Intake/Child History Form (optional)How to document evaluation results for all children
  8. 8. DIFFERENCESScreening, Referral and IntakeReferral Form (Revised)IntakeScreening (No implementation)7
  9. 9. 8
  10. 10. DIFFERENCESDiscussion QuestionsFor each discussion question :Compare the CDSA‟s current practices vs.requirements outlined in the evaluation presentation.Describe what CDSA practices and/or proceduresare consistent with the evaluation requirements.Outline what CDSA practices and/or proceduresneed to change based upon the evaluationrequirements.What additional information does the CDSAwant/need to learn based upon these comparisons?9
  11. 11. DIFFERENCESDiscussion QuestionsFamily-Directed Assessment is required after eligibilitydetermination. How would this change your initialmeeting with families?What information would you consider when deciding tocomplete the evaluation process first and then onlycomplete child and family assessments if the child iseligible?What are the benefits to only completing child and familyassessments if the child is already determined eligible?10
  12. 12. 11
  13. 13. 12
  14. 14. REQUIREMENTSRevised Referral Form13
  15. 15. 14REQUIREMENTSExampleAva’s Referral Form
  16. 16. REQUIREMENTSEVALUATION“Means the procedures used by appropriatequalified personnel to determine a child‟s initialand continuing eligibility . . . includingdetermining the status of the child in each ofthe developmental areas” *303.32115
  17. 17. 16Each Processin More Detail
  18. 18. REQUIREMENTSEvaluation ProcessRequired Components Eligibility through record reviewor Administering an evaluation instrument; Taking the child‟s history by parent interviews; Identifying child‟s level of functioning in all 5 domains; Understanding the full scope of the child„s uniquestrengths and needs; and Reviewing medical, educational, or other records.17
  19. 19. REQUIREMENTSEvaluation, cont’dGathering information from other sourcesTimely, comprehensive, nondiscriminatory,multidisciplinary evaluationSynthesis of all relevant information:Informed clinical opinion18
  20. 20. REQUIREMENTS19Eligibility through record review• A child’s medical or other records may be used toestablish eligibility (without conducting anevaluation of the child) if those records indicate thatthe child’s functioning in one or more of thedevelopmental areas constitutes• a developmental delay or• established health condition
  21. 21. REQUIREMENTSEvidence for established condition ordevelopmental delay(s)Referral source/parent informationRecent evaluationWritten evidence20
  22. 22. REQUIREMENTS21Review of records for establishedcondition• Review of written evidence• Diagnostic statement from MD, hospitalrecords, hospital discharge summary, andrecords from primary care physician• No requirements regarding “who” must reviewrecords• Ability to review & synthesize availableinformation• Consult with qualified CDSA staff or medicalprovider when unclear
  23. 23. REQUIREMENTS22Review of records for developmental delays• Clear and complete• Tool(s) used• Can be considered if they are reported bystandard scores or age equivalencies (ifinstrument allows)• Percent delay only when a standard score isunavailable• Parent interview, observations and scores• Current and relevant content• Within the past 6 months from referral to ITP• Information that is reliable and valid for eligibilitydetermination
  24. 24. REQUIREMENTSDISCUSSION QUESTIONSWhat local procedures are in place to determineif a child is eligible based upon the review ofrecords?How does the CDSA expedite gathering medicalor other records in order to use this eligibilitydetermination process in a timely manner?23
  25. 25. 24REQUIREMENTSNeed to Determine EligibilityNo single procedure may be used as the solecriterion for determining a child„s eligibility.
  26. 26. REQUIREMENTSEvaluation ProcessAdministering an evaluation instrument 5 instruments recommended to ensure consistency Consider how the instruments may allow for scoringof items. Gather information in most authentic/natural wayParent report of skillsBe open to observe skills/test items that can bescored based on functional use of a skill.25
  27. 27. REQUIREMENTSEvaluation ToolsBriganceDevelopmental Assessment of Young Children(DAYC)Bayley Scales of Infant and ToddlerDevelopment – IIIBattelle Developmental Inventory II (BDI II)The Mullen Scales of Early Learning26
  28. 28. REQUIREMENTS27Discussion QuestionsNext week after support call
  29. 29. REQUIREMENTS28Qualified evaluation personnel Consider qualifications outlined by theevaluation instrument‟s manual. Educational and/or professional training inevaluations of infants and toddlers.
  30. 30. REQUIREMENTSQualified Personnel for Evaluations,cont’dUnderstand qualitative and quantitative measuresand knowledgeable of multiple developmentaldomains.Ensure staff appropriately qualified viaeducational and professional experience, ongoingtraining, and performance monitoring.29
  31. 31. REQUIREMENTSChild historyTaking the child‟s history (includinginterviewing the parent)Child History Form30
  32. 32. 31OPTIONALIntake/ChildHistory Form
  33. 33. 32OPTIONALAva’sIntake/Child History Form
  34. 34. 33REQUIREMENTSIdentifying child’s functioning level in 5 domains• Cognitive• Physical (including vision and hearing)• Communication• Social –Emotional• Adaptive
  35. 35. 34REQUIREMENTSEvaluation Process• Gathering information from other sources Other Sources = family members, other care-givers,medical providers, social workers, and educators, ifnecessary, to understand the full scope of the child„sunique strengths and needs
  36. 36. 35REQUIREMENTSDiscussion QuestionsWhen is it necessary to gather information fromother sources?When would discussions with others occur in theevaluation process?How does the CDSA currently incorporateinformation beyond scores into the evaluationprocess?
  37. 37. REQUIREMENTS36Informed Clinical OpinionNecessary safeguard against eligibilitydetermination based upon isolated information ortest scores alone.
  38. 38. REQUIREMENTS37Informed Clinical OpinionNECTAC – Informed Clinical Opinion (ICO) Meaning in the context of Part C Effect on eligibility determination Why necessary to document ICO
  39. 39. REQUIREMENTS38Meaning in the context of Part C Makes use of qualitative and quantitative information Knowledge and skill of the multidisciplinary team, which includesparent(s)Relevant questions Which staff might have an ICO? What might these staff have an ICO about? How the ICO can be integrated into the evaluation process?
  40. 40. REQUIREMENTS39How ICO affects eligibility determination?Individual - Clinical interviews with parents Evaluation of the child at play Observation of parent-child interaction Information from other sources (child care providers,family members) Medical records
  41. 41. REQUIREMENTS40How ICO affects eligibility determination?Multidisciplinary Team - Synthesizes quantitative and qualitative information Impressions of the “whole child”- goes beyond testscores
  42. 42. REQUIREMENTSWhy necessary to document ICO?Provides baseline to measure progress andchanging needs of child and family over time.Assure procedural safeguards were provided.Support that multiple information sourceswere used.41
  43. 43. REQUIREMENTSInformed Clinical OpinionInformed clinical opinion may be usedindependently to establish eligibility even whenother instruments do not establish eligibility;however, at no time may informed clinical opinionbe used to negate the results of evaluationinstruments used to establish eligibility.42
  44. 44. REQUIREMENTSInformed Clinical OpinionExplain why evaluation standards and procedures,used with the majority of children resulted ininconclusive findings for this child.Indicate what objective data was used to conclude thatthe child has a developmental delay and in need ofearly intervention services.Indicate which data had the greatest relativeimportance for the eligibility decision.43
  45. 45. REQUIREMENTSDiscussion Questions:How does the CDSA staff document the sources anduse of informed clinical opinion for each childevaluated?How does the CDSA currently document ICO whenused as an independent basis to establish a child‟seligibility for the Infant Toddler Program?44
  46. 46. REQUIREMENTSContinuing EligibilityWhat are prompts that might signal an IFSP teamto notify the CDSA to examine a child‟scontinuing eligibility for the NC ITP?45
  47. 47. REQUIREMENTSContinuing EligibilityParent or IFSP team members express that achild has made progress on meeting outcomeson IFSP and no other concerns noted.COSF rating near exit documents child is at levelas same aged peers.Other examples?46
  48. 48. REQUIREMENTS47Discussion QuestionsWhat are other prompts that might signal andIFSP team to notify the CDSA to examine a child‟scontinued eligibility for the ITP?What local procedures are in place to evaluate thecontinued eligibility of an enrolled child?
  49. 49. PUTTING ITALLTOGETHER48
  50. 50. DOCUMENTATION49Ava’s Evaluation
  51. 51. DOCUMENTATIONEligibility Determination DocumentationAva’s eligibility documentation50
  52. 52. DOCUMENTATION51Documentation of eligibility determinationthrough record reviewImportant to clearly document how eligibility determination wasmadeIf through record review: Copy of the records reviewed Narrative of the CDSA staff completing review Type of record(s) reviewed Date of evaluation(s) and /or information reviewed todetermine eligibility Any relevant information why the results were or werenot accepted as reliable and valid for current eligibilitydetermination (if not accepted, can be documented in aservice note)• Eligibility Category (e.g. eligible for the NC ITP basedupon the Established Condition of Down Syndrome)
  53. 53. DOCUMENTATION52Documentation of evaluation conducted for eligibilitydetermination to include:• Name of evaluation instrument(s), date administered,name and credentials of all evaluators• Documentation of all required components of theevaluation process• Documentation of the relevant information andprocedures used in determining the child‟s eligibility ,including information related to ICO• Eligibility determination and the category of eligibility
  54. 54. WHAT’S NEXT?Discussion QuestionsSubmit questions to Core Team email addressSupport Calls planned based upon themes Phase 2 Support Call: May 28 Phase 2 Family Assessment: June 4 Phase 2 Support Call: June 11 Phase 2 Child Assessment Webinar/Support Call: June18 Phase 2 Support Call: June 2553

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