12 Case Documentation

12-04-01 Annual Review

Annual review of all Individual Plans for Employment. The AWARE Case Management System will prompt team members when an annual review is due in the activities due column. The prompt is activated by the date of the latest IPE entered for the participant. The annual review must be documented on the Plan Review datapage in AWARE. See AWAREHelp.

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12-04-02 Review of Closed Cases

Review of closed cases. Mandatory reviews due to closure status are listed in the federal follow-up report located under Caseload Reports in the AWARE Case Management System. Closure reviews must be documented on the Follow-Up datapage in AWARE. Further detail on procedures for conducting the reviews is identified in the Closure Section and Supported Employment Section of this Manual.

The table below lists required reviews based on closure reason.

Closure Reason	Mandatory Review
Successfully Rehabilitated - employment outcome in a SE case in which the individual is working towards competitive employment and is being compensated in accordance with Section 14C of the Fair Labor Standards Act	Annual review for 2 years and annually thereafter if requested by the participant.
Disability too severe/unable to benefit from VR services from any status	Annual review and annually thereafter if requested by the participant.
Closed Rehabilitated working in an Extended Employment setting (prior to 10/1/01) or closed Other than Rehabilitated working in an Extended Employment setting after 10/01/01	Annual review for 2 years and annually thereafter if requested by the participant and/or representative.

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