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This checklist to be used as a guide of what needs to be done, in what sequence, in relation to the first case study.
The actual time it takes to complete each activity will depend on the student’s ability to complete it, and on the data gathered. Each student is responsible for meeting with his/her instructor to develop a timeline for completion of Case Study 1.
Once a potential case study has been identified, the student and the instructor should meet to set target dates for completion of each activity. After a timeline has been set, it is very important to follow the indicated timeline as close as possible. As each activity is completed, the date of completion should be entered, and the student should meet with his/her instructor so that the instructor signs off on the completed activity.
This form is “mandatory” and should be submitted with the final case study report.
If, for some reason, the student is unable to keep up with the timeline, the student should meet with his/her instructor to discuss the situation and to develop an alternative plan.
Student’s Name: Instructor’s Name: Case Study Name: Target Date Date Completed Instructor Sign off Activity Complete Mandt training and submit documentation to Pat Kimbrough Identify case study individual Get case study approved by your instructor Schedule an initial meeting with caretakers
Introduce yourself, state why you are there, and describe the process
Obtain informed consent
Find out what their major concerns are with respect to the individual
Obtain previous plans if there were any
* If the individual spends a significant amount of the time in a different setting (e.g. school, work), schedule a meeting with the people in that setting and obtain the same information Schedule and conduct meetings and observations
Conduct enough meetings and observations for you to assess and get to know the individual, his/her environment, and his/her team Schedule and conduct PCP
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