Finances/Money Management

 

16. Member will decrease requests for P&I in excess of his agreed-upon budget, from a baseline of once a month to a goal of not more than once every 3 months, and sustain this change for at least 6 months, as measured by report of CM and business office manager.

Rehab:  CM will provide skill-building to help member improve his budgeting skills and ability to delay gratification (i.e., ability to resist impulses to spend). Will use workbook activities to help member identify his style of spending, how he spends his money, past and current spending habits, and new spending behaviors he would like to implement.

Group: Group facilitator will conduct COEG (Co-Occurring Education Group) to help participants develop an awareness of the connection between substance use and recovery from mental illness.

Member will attend at least one series of COEG group and implement coping skills he has learned when he feels an impulse to spend.

17. Member will improve money management skills as evidenced by a decrease in requests to borrow money from others, from a baseline of 1x/week to a goal of 1x/month, and sustain this change for 6 consecutive months, as evidenced by collateral and report of R&B manager.

Rehab:  CM will use skill-building workbooks to help member identify his money-management style, how he spends his money, past and current spending habits, and new spending behaviors he would like to implement. CM will teach member self-calming techniques to help him manage impulsive urges to spend.

Rehab: CM will help member review his history of problematic housing situations and look for patterns in his decision-making that he might be able to change going forward (e.g., borrowing from other residents which has led to conflicts and failed placements.).

CMS: CM will conduct regular visits to R&B to monitor progress, consult with house manager, and identify/resolve any issues that could impact member’s housing (e.g., negative interactions with housemates).

Member will follow the budget he and his treatment team have developed and agreed upon, and implement coping skills he has learned when he feels an impulse to spend and/or borrow money from others.

18. Member will improve money management skills as evidenced by having a small balance left in his rep payee account at the end of the month, in at least 6 of the next 12 months.  Baseline:  Small balance left 0/12 months.

Rehab:  CM will use workbook activities to help member identify his style of spending, his past and current spending habits, and new spending behaviors to implement going forward. Will assist member in prioritizing expenses and developing a realistic budget. Will help member identify triggers to impulsive spending and teach coping skills for managing impulses to spend.

CMS: CM will consult with rep payee or knowledgeable other on a monthly basis to monitor member’s progress and identify any money-related issues that need to be addressed.

Medication: MD/NP will provide psychoeducation and prescribe and monitor psychiatric medications to reduce symptoms of depression and mood lability.  Nurse will assist with medication management to help member overcome impairments related to lack of med adherence.

Medication: Nurse will conduct annual nursing assessments to assist physician with ruling-out organic causes of mental health symptoms and to identify physical conditions neglected as a result of mental illness that may warrant referral.

Member will follow the budget he and his treatment team have developed and agreed on, and implement coping skills he has learned when he feels an impulse to spend.

19. Member will be obtaining at least some income on a monthly basis from a legitimate source, as measured by member self-report and CM observation.  Baseline:  No income.

Rehab: CM will use modeling and role-play to help member improve communication skills and prepare herself for situations she is likely to encounter when applying for benefits and/or employment.  Will help member practice appropriate verbal and non-verbal responses for a variety of different situations (inquiring about jobs, expressing interest, asking for help, submitting applications, etc.).

CMS: CM, Employment Specialist, and Benefits Specialist will facilitate linkage to employment programs or potential employers, and/or with SSI, GR, Cal Fresh, and other cash or in-kind benefits member may qualify for.

Medication: MD/NP will provide psychoeducation and prescribe and monitor psychiatric medications to reduce symptoms of depression and anger.

Medication: Nurse will assist with medication management to help member overcome impairments related to medication compliance.

Member will complete and submit employment applications and/or applications for benefits as agreed upon with her treatment team, and inform them of any barriers she encounters in the application process.

20. Member will have a stable source of income (e.g., GR, consistent engagement in odd jobs) and be consistently meeting at least one basic need with it, as measured by member self-report and CM observation.  Baseline:  Income erratic, unable to consistently provide for any basic needs.

Rehab: CM will use modeling and role-play to help member improve social/interpersonal skills and prepare himself for situations he is likely to encounter when applying for jobs or benefits.  Will help member practice appropriate responses for a variety of situations he is likely to encounter (e.g., asking about jobs, interviewing, applying for benefits, requesting assistance, etc.).

CMS: CM, Employment Specialist, and Benefits Specialist will facilitate linkage to employment programs (e.g., EDD) or potential employers, and/or with Social Security (SSI/SSDI) and Social Services Agency (GR, Cal Fresh, etc.).

Medication: MD/NP will provide psychoeducation and prescribe and monitor psychiatric medications to reduce symptoms of thought disorder. Nurse will assist with medication management to help member overcome impairments related to inconsistent med adherence. 

Member will complete and submit employment applications and/or applications for benefits as agreed upon with his treatment team.

21. Member will be obtaining income from a semi-permanent source (SSI/SSDI, P/T work) and be meeting several of his basic needs with it.  Baseline:  Income from GR, only meeting 1 of his basic needs (food).

Rehab: CM will use modeling and role-play to help member improve communication skills and prepare himself for situations he is likely to encounter when applying for benefits and/or employment. Will assist member in prioritizing expenses and developing a realistic budget.  

CMS: CM and Employment Specialist will facilitate linkage to employment programs (e.g., EDD, Goodwill, etc.) or to potential employers directly.

CMS: Benefits Specialist will facilitate linkage to Social Security (SSI/SSDI) and other sources of cash or in-kind benefits.

CMS: Housing Specialist will facilitate linkage to housing resources and programs such as Continuum of Care, MHSA (Fullerton Heights), and Section 8 to help member obtain stable, affordable housing.

Medication: MD/NP will provide psychoeducation and prescribe and monitor psychiatric medications to reduce anxiety and depression. Nurse will assist with medication management to help member overcome impairments related to lack of med adherence. 

Member will work collaboratively with CM and Specialists to increase income and/or ability to meet basic needs.

22. Member will be meeting most basic needs, including housing, with income from semi-permanent sources.  Baseline:  Obtains SSI but requires rental subsidy from FSP to maintain housing.

Rehab:  CM will use skill-building workbooks to help member identify his style of spending and changes he could make that would allow him to become more financially independent. Will assist member in prioritizing expenses and developing a realistic budget.

CMS:  Employment Specialist will facilitate linkage to employment programs (e.g., EDD, Goodwill, etc.) or to potential employers directly.

CMS: Housing Specialist will facilitate linkage to housing resources and programs such as Continuum of Care, MHSA (Fullerton Heights), and Section 8 to help member obtain stable, affordable housing.

Member will submit employment applications and/or applications for benefits as agreed upon with his treatment team.

23. Member will be meeting all basic needs with income from permanent or semi-permanent sources and have discretionary funds left over.  Baseline:  Meets most basic needs but is unable to engage in quality-of-life activities (eating out, participating in hobbies, seeing movies, etc.).

Rehab:  CM will use "Practical Life Skills", "Communication Skills", and "Work Skills" workbooks to help member improve budgeting abilities, job-readiness, and (if employed) his ability to communicate with others and problem-solve on the job.  Will model and reinforce assertiveness skills learned during the last cycle to ensure member is able to continue saying “no” to requests for loans and gifts of money. 

CMS: CM, Benefits Specialist, and Employment Specialist will work collaboratively to link member with information about SSI work incentives such as the Ticket to Work program and how he can increase his monthly income while minimizing the risk of losing his SSI and/or Medi-Cal benefits.

Medication: MD/NP will provide psychoeducation and prescribe and monitor psychiatric medications to reduce symptoms of depression.

Medication: Nurse will assist with medication management to help member overcome impairments related to lack of med adherence.

Member will talk to his CM before making purchases outside his agreed-upon budget and follow-up with employment opportunities identified by his team.

24. Member will increase the number of basic needs he can meet without assistance from his FSP, from a baseline of 1 (pays for own food) to a goal of 3 or more, and sustain this change for the duration of the cycle, as measured by report of CM and business office manager.

Rehab: CM will use modeling and role-play to help member develop skills he will need when applying for benefits and/or employment. Will assist member in prioritizing expenses and developing a realistic budget.  

CMS: CM and Employment Specialist will facilitate linkage to employment programs (e.g., EDD, Goodwill, etc.) or to potential employers directly.

CMS: Benefits Specialist will facilitate linkage to Social Security (SSI/SSDI) and other sources of cash or in-kind benefits.

CMS: Housing Specialist will facilitate linkage to housing resources and programs such as Continuum of Care, MHSA (Fullerton Heights), and Section 8 to help member obtain stable, affordable housing.

Member will work collaboratively with CM and Specialists to increase income and/or ability to meet basic needs.

25. Member will become financially self-sufficient (i.e., able to meet her basic needs on a consistent basis, through stable sources of income such as SSI/SSDI or P/T employment, and benefits such as Section 8 and CoC). Baseline: Income from GR and TANF only; requires loans, assistance, and temporary subsidies to make it from month to month.

Rehab: CM will help member explore alternatives for reducing her dependence on others, such as improving her budgeting skills; avoiding the use of “cash advance” (high interest) loans; curtailing unhealthy habits/expenses; sharing expenses with a roommate; obtaining P/T employment; applying for subsidized housing and/or other benefits, etc. Will use skill-building exercises from the Practical Life-Skills workbook to help member develop problem-solving and decision-making skills.

CMS: CM and Specialists will work collaboratively to link member with employment programs such as Goodwill Employment WORKs and sources of financial assistance/benefits.

Member will work collaboratively with CM and Specialists to increase income and/or ability to meet basic needs.

[ ]. Within 3 months, member will demonstrate the ability to create a monthly budget that balances his expenses with his income; over the following 9 months, he will demonstrate the ability to adhere to the budget he develops as evidenced by having a small balance remaining at the end of every month.

Rehab: CM will use skill-building workbooks to help member identify his style of spending, his past and current spending habits, and new spending behaviors to implement going forward. Will assist member in prioritizing expenses and developing a realistic budget based on his income. Will help him identify triggers to impulsive spending and teach coping skills for managing impulses to spend beyond his budget.

Medication: MD/NP will provide psychoeducation and prescribe and monitor psychiatric medications to control symptoms of thought disorder.

Medication: Nurse will assist with medication management to help member overcome impairments related to medication compliance.


All PHI has been de-identified per HIPAA Privacy Rule