5060-B Training Content and Learning Outcomes for Access Services Staff and General Description of ADRC Staff Duties

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Georgia Division of Aging Services
Access to Services Manual

Chapter:

5000 Aging and Disability Resource Connection (ADRC)

Effective Date:

Section Title:

Training Content and Learning Outcomes for Access Services Staff and General Description of ADRC Staff Duties

Reviewed or Updated in:

MT 2020-01

Section Number:

5060 Appendix B

Previous Update:

Training Content

The following topical areas should be covered at a minimum in training for all access service staff. Recruitment of staff may focus on identifying individuals who have already had training and experience in areas of practice, including, but not limited to:

  • Interviewing skills, techniques and attitudes

  • Person-centered planning

  • Listening skills

  • Communication skills and theories

  • Proper telephone usage

  • Screening and assessment tools and techniques, specifically the DON-R, NSI and Food Security Survey

  • Information and referral procedures

  • Follow-up procedures

  • Data recording in the DAS Data System

  • Records maintenance

  • Use of the resource database

  • Job related tools and equipment, including telephone and computer systems

  • Working with the elderly; individuals with disabilities; multicultural populations/ethnic minorities; other special populations, including learning Person First Language for individuals with disabilities and use of language access services

  • Techniques for handling calls from persons in crisis, including people who are despondent, suicidal or angry and people whose primary reason for calling is for social contact to alleviate loneliness or isolation, including the ability to complete warm transfers to crisis lines as appropriate

  • Overview of the region’s service delivery system for aging and disability services, agency operations, policies and procedures

  • DAS policies and procedures, including eligibility criteria for home and community-based services

  • Understanding of APS criteria, which types of cases are referred to APS Central Intake and which ones are referred to the Department of Community Health Healthcare Facility Regulation and/or the Long-Term Care Ombudsman - when abuse, neglect or exploitation is alleged.

  • Handling calls by inquirers who are non-English speaking or for whom English is not their primary language

  • Use of language access services and Georgia Relay or Teletypewriter (TTY) equipment

Desired Learning Outcomes

As a result of initial and ongoing training, staff will be able to:

  • Establish rapport with inquirer and use active listening skills to determine the presenting problem;

  • Respond to each inquirer in a professional, non-judgmental and culturally appropriate manner;

  • Recognize and encourage the inquirer’s right to make his or her own choice;

  • Make an accurate assessment of the inquirer’s problems and needs asking relevant questions to elicit information necessary to make an accurate referral;

  • Present the inquirer with various approaches to address the problem;

  • Explore the inquirer’s own resources (examples: family, friends, faith community)

  • Effectively use the resource database to identify resources appropriate to meet the inquirer’s needs;

  • Where possible and desirable, provide more than one referral to give the inquirer a choice and to avoid the perception that staff are making recommendations;

  • Provide accurate and necessary information so that the inquirer can choose the most appropriate resources;

  • Pursue the problem until both the inquirer and the staff member are assured that all appropriate options have been exhausted;

  • Suggest ways the inquirer can advocate on his/her own behalf, when appropriate;

  • When warranted and with the inquirer’s permission, make direct contact and communicate effectively with other agency staff through three-way calling; notification of the inquirer’s forthcoming contact or scheduling of appointments;

  • Refer to an advocacy organization or negotiate on behalf of inquirers to assist them in obtaining a needed service when they cannot effectively represent themselves or when they have a complaint about a service;

  • Encourage inquirers to call back if the information provided proves incorrect, inappropriate or insufficient to link them with needed services;

  • Follow up when appropriate; and

  • Accurately record transaction information in DAS Data System.

Options Counseling Certification

All individuals serving as Options Counselors are required to obtain Options Counseling Certification by the Division of Aging Services. This includes both Community Options Counselors and MDS-Q Options Counselors.

Certification includes, but is not limited to:

  • an online training course through Boston University’s Center for Aging and Disability Education Research (CADER) program,

  • a one day in-person training,

  • a written exam, and

  • an oral review administered by the DASADRC Options Counseling Specialist.

Individuals who need to enroll in the certification process should contact the DAS ADRC Options Counseling Specialist.

Individuals may have up to two attempts to pass the written exam with an 80% achieved grade. The exam is Pass/Fail.

ADRC Staff Duties

General Description

Serves as point of first contact for individuals requesting information or service assistance for themselves or others. Under general supervision, performs work of moderate difficulty by providing skilled casework, intake, screening and information and assistance services to the elderly, individuals with disabilities, their caregivers, professionals, the general public, and other populations.

Screening Activities / Duties

  • Completes referrals within ten business days of receipt: Determines applicant priority for full assessment, conducts telephone assessment, completes the DON-R, Food Security Survey and NSI, and other assessments as needed/required

  • Preliminarily determines Medicaid status

  • Identifies applicant needs and service requests as indicated by referral source (statement of presenting problems)

  • Determines priority and eligibility for publicly funded services and makes referrals to other appropriate resources, including private pay and cost share options

  • Explains thoroughly the scope and purpose of publicly funded services

  • Informs applicants determined to be ineligible for publicly funded services of appeal rights

  • Balances active listening with caller’s desire to “vent” or share information not relevant to purpose of call. It is not the ADRC Counselor’s role to fulfill the need of lonely or isolated callers. This is a function for telephone reassurance staff/volunteers.