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DEMOGRAPHIC
INFORMATION
Name:
Birthdate:
Social Security Number:
Address:
Telephone Number:
Parents:
PRESENTING PROBLEMS
Description of the disability
Need for the Katie Beckett Waiver
FAMILY INFORMATION
Dad – Name, age, education, occupation, health
Mom – Name, age, education, occupation, health
Siblings – Name, age, grade in school, health
Home – type (apartment, mobile home, house)
location (in town, in the country, in a subdivision)
size (number of bedrooms, acres of land)
BIRTH AND EARLY DEVELOPMENT
Pregnancy – prenatal care, any problems, full term or premature
Delivery – C-Section or Vaginal…Breech
Hospital, Physician, Baby’s Weight, Length of hospital stay
When child’s problems were first detected
Developmental delays
Problems in feeding, movement, sleeping, health
MEDICAL INFORMATION
Allergies
Immunizations
Physicians who see the child
Health problems
Medications
Hospitalizations
Surgeries
Other Medical Treatments (CT Scan, Lab Work, EKG, EEG)
Vision
Hearing
Adaptive Equipment used
TRAINING/EDUCATION
School Program – Teacher, classroom, Special Education
Goals, Support Services (OT, PT, Speech, Adaptive PE)
Early Intervention
Therapy – Physical Therapy How often
Occupational Therapy Where (hospital, home health)
Speech Therapy Therapists names
CURRENT FUNCTIONING
Self Help (eating, bathing, dressing, toileting, grooming)
Language/Speech (understanding what is said…expressing wants)
Motor Skills (using hands, sitting, walking, climbing, etc.)
Social Skills (recognizing people, sociable, doesn’t like to separate from
mom)
Cognitive (learning, how they learn best…seeing things, hearing things,
etc.)
Put whether child is dependent, needs assistance, or is independent in
different areas. Be sure to compare how the child is doing in relation to
other children their age…The child may have made lots of progress, but still
may be behind others. It is important to note how much assistance is needed
and whether it is a verbal reminder, or physically assisting the child.
SUMMARY
Child…age…disability or areas of delay…Importance of medical care and
therapy in promoting development…Stress the need for Medicaid.
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A special needs
trust is the only estate planning option that protects assets, enables the
beneficiary to receive goods and services from the estate, and still
preserves eligibility for government benefits. |
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